22 November, 2012
By Eileen
Filed under CiviReport, Extensions

I seem to spend a large amount of time helping people to get data back out of CiviCRM. I'm a big fan of the reports framework and up until 4.2  I made a number of improvements to the core reports for my customers. However, from 4.2 I switched to doing reports in an extension. I have been doing almost all my reports in the extended reports extension and have been playing with a few ideas in that extension. Some of them are well developed, others are in the early stages.

 

I'm just going to show a few of the problems I have been tackling for customers and how the reports look. These reports are all available from manage extensions - but many need some understanding to configure and some things here I'm currently working on. However, I wanted to just put out there a smattering of possibilities so people can ask more about the ones that interest them.

 

 

1) "I want to see how people's most important...

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11 February, 2012
By xavier

Hi,

So as every consultant, there is a bit of new projects, maintenance, stuff you do for free for the community, new ideas, meetings, pre-sales, funky developments & the dreaded admin part (invoicing/timesheet).

 

As any consultants, we are trying to get an overview on what are the issues, where we spend the time, who's involved and what has to be invoiced. For what I've seen for the past 20 years, the choice seems to be between separate tools that work well but don't talk to each other and one big ERP that tries to do everything but does it badly and that no one uses without cursing.

 

As all our contacts are in civi and that it also can track activities, was wondering if some of you are already using it as part of that combination and hopefully not turned it into a clunky 'ERP'?

 

We have started with Andreas, Tamsin, Julian & Cristel with some civi/drupal tools and Civi, but are in the...

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09 January, 2012
Filed under CiviReport, CiviCRM, Drupal

A couple of weeks back I wrote here some thoughts about letting users manage and modify their own private collection of reports without actually having site-wide "administer reports" privileges. I've since gone ahead and written up the code to make this happen, and I would love to get feedback from the community on its usefulness and ways to improve it.

This code is available as a Drupal module for CiviCRM 3.4.x and 4.0.x, on Drupal.org by the project name CiviCRM Private Report. Following is a quick overview of how it works.

Key features

  • Each user has a private space for reports visible and editable by that user alone.
  • Users can copy any report that they can access into their own private report space.
  • CiviCRM's native listings of available...
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19 December, 2011
Filed under CiviReport, CiviCRM, Drupal
A client of mine at NS Web Solutions is looking to solve a problem involving the way their users need to handle reports.  I think this might be common enough to be relevant for others, so here's a bit about what we're planning to do.
 
Note: This is based on a short forum thread here: http://forum.civicrm.org/index.php/topic,22307.msg93500.html
 
This group has a large number of users who all rely on a variety of existing reports to do their work. When a report isn't just exactly right, users with "access Report Criteria" permission have the option to change the report criteria to modify the report, but of course that's only for a one-time use; if they want to use those same modified criteria the next day, they have to configure them all over again.  To get that that configuration saved for later use,...
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18 October, 2011

I recently completed a conversion of about 8 years of history from a 5 year old Blackbaud Kintera site to a Drupal CiviCRM solution. Confused yet? Don't worry, all we be revealed in time. As a way of giving back, I am planning to share my experiences good and bad, what worked, what did not, what I learned and what I will and won't do next time.

Let's start with a little background. I have been the technology consultant for Women in Development, New York (www.widny.org) for the past 8+ years now. I started out as a member, graduated to a board member and in the end became their consultant. I have been with this organization since before they had a formal database to manage their members and before they had their first website. Back then, I used my own mail servers to send out their mass emails, my how the times have changed. In addition, to selecting and managing their original database solution, maintaining their first website and...

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28 April, 2011

Note: You can see videos of these features in action on NS Web Solutions' case study page for this project.

Update: Some of the code for these features is available on GitHub. See my comment below.

 

CiviCRM offers an incredible set of features straight out of the box. At NS Web Solutions we're sometimes asked to provide a CRM system with some pretty unique features, and we've found that by relying on CiviCRM's wide array of hooks and customization features, there's a lot that can be done.

 
We recently completed a project for a client that conducts many events per year in which all participants are fully sponsored to attend, including airfare, airport pickup, hotel accommodations, and meals. To complicate the...
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25 April, 2011

Eli Beckerman is the second winner of a copy of Using CiviCRM from Packt Publishing. Eli is excited about the potential of CiviCRM to organize bottom-up transformations to deal collaboratively with the many crises facing the world today.

Packt has also selected a runner-up in its contest: an experienced CiviCRM user from the City Bible Forum, ken, will get a downloadable eBook copy of the book.

Here's some background on Using CiviCRM from Packt's site:

What you will learn from this book:

  • Create a successful CiviCRM implementation project
  • Install and configure CiviCRM in Joomla! or Drupal, understand advanced configuration options, and review the upgrade process in detail
  • Get...
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19 April, 2011

Sheila Burkett is the first winner of a copy of Using CiviCRM from Packt Publishing. Packt is running a promotional contest where you just have to post into the forum or email them to qualify to win a copy of the book.

Here's some more information about the book from the Press Release:

Using CiviCRM is the first commercially published book on CiviCRM, and came out in February 2011. It will teach readers to build a CRM that conforms to their needs and to integrate it with Drupal or Joomla!. Written by...

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25 October, 2010
Filed under CiviReport

This has come up a couple of times before. According to my chat with Lobo today, not much is happening on this front. Since our client at Two Mice and a Strawberry has a need for this, we're diving in head first this week. Hopefully we'll have something that's worth contributing to core. Please comment below if you have any thoughts on the ideas presented here.

Our intent is to take the order_bys parameter that's mentioned passingly in the docs and build on it as follows.

 

The general idea

  • any column available for display is also available for...
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17 December, 2009
Filed under CiviReport, v3.1, CiviCRM, Drupal, Joomla
The second BETA release of version 3.1 is now available for download. You can also try it out on our sandbox site. Please remember it’s a beta release and it shouldn’t be used on production sites.

This release includes several COOL new features:

  • Personal Dashboards - ** NEW in this beta release ** Each CiviCRM user can now configure their own dashboard (CiviCRM Home) to include summary data that's important to their work. Any available 'CiviReports' can be embedded in the dashboard in tabular or graphical format. Check out some examples on Kurund's recent blog post.
  • Contact Subtypes - Extend (and / or rename) the built-in contact types and create custom fields specific to a subtype (...
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