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Alexander Taubenkorb
Alexander Taubenkorb

Reputation: 3299

CiviCRM: Custom report: list related contacts with contact details

The Problem

I am using CiviCRM to manage all our sponsor contacts. The sponsors are in the group "Sponsors". Some sponsors have related contact persons.

I need a list of all sponsors with their contact information and all the related contact persons for this sponsor. This could look like the following:

Sponsor ACME  | Tel: +1-23456     | Mail: [email protected]
  - Contact A | Tel: +1-23456 - 1 | Mail: [email protected] | Relation: Employee
  - Contact B | Tel: +2-4567890   | Mail: [email protected]      | Relation: Sponsor contact

Sponsor Foo   | Tel: +2-9876      | Mail: [email protected]

Sponsor Baz   | Tel: +6-6666      | Mail: [email protected]

Sponsor Bar   | Tel: +4-4444      | Mail: [email protected]
  - Contact C | Tel: +3-555555555 | Mail: [email protected]      | Relation: Employee

Question: Is it possible to create such a report with CiviCRM?

What I tried

Available reports

I tried to use a relationship report, but this does not include sponsors without related contacts. Listing all contacts in the group sponsors however does not show up the related contact persons.

I think this is a common request, so I am pretty sure I a missing out something.

Custom reports

If it is not possible with the available reports, is it possible to create a custom report for that?

I saw, that the file wp-content/plugins/civicrm/civicrm/templates/CRM/Report/Form/Contact/CurrentEmployer.tpl only includes this file: wp-content/plugins/civicrm/civicrm/templates/CRM/Report/Form.tpl. So do the other .tpl contact reports. It seems like there should also be another .php file for the database stuff.

The tutorials I found only dealt with custom fields or so but I did not find any to include the related contacts like shown above.

Upvotes: 1

Views: 385

Answers (1)

Donald Lobo
Donald Lobo

Reputation: 156

might want to check and follow the instructions here:

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviReport+Reference

You will need to write a custom report for your needs. Please do so as an extension and publish your work so others can reuse :)

thanx

lobo

Upvotes: 1

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