Custom reporting from CiviCRM with Google Sheets

21
Custom reporting from CiviCRM with Google Sheets Martin Hawksey @mhawksey #CiviCon London 2015

Transcript of Custom reporting from CiviCRM with Google Sheets

Page 1: Custom reporting from CiviCRM with Google Sheets

Custom reporting from CiviCRM with Google Sheets

Martin Hawksey@mhawksey

#CiviCon London 2015

Page 2: Custom reporting from CiviCRM with Google Sheets

alt.ac.uk

Context

Page 3: Custom reporting from CiviCRM with Google Sheets

alt.ac.uk

Problem

Comparing CiviEvent registrations for annual

events and automatically reporting on a daily basis

Page 4: Custom reporting from CiviCRM with Google Sheets

alt.ac.uk

Goal

Page 5: Custom reporting from CiviCRM with Google Sheets

alt.ac.uk

CiviReport

Page 6: Custom reporting from CiviCRM with Google Sheets
Page 7: Custom reporting from CiviCRM with Google Sheets
Page 8: Custom reporting from CiviCRM with Google Sheets

alt.ac.uk

Scheduled Jobs - Mail Reports (mail_report)Generates and sends a copy of the specified report instance to the email addresses configured in that instance's Report Settings.

instanceId= (required, ID of report instance to send)format=csv (optional, to output the report as a CSV file instead of default PDF format)…sendmail=0 (optional, tells the job NOT to email the report. use this in combination with print or csv format to write report to stdout so you can save it to a disk file)

Page 9: Custom reporting from CiviCRM with Google Sheets

Don’t hate, automate“

Page 10: Custom reporting from CiviCRM with Google Sheets

Google Apps Script

CC-BY Google – Google Apps Script, 13-03-2012

Page 11: Custom reporting from CiviCRM with Google Sheets

Where..

StandaloneSheets DocsForms Sites

Page 12: Custom reporting from CiviCRM with Google Sheets

What..

Page 13: Custom reporting from CiviCRM with Google Sheets
Page 14: Custom reporting from CiviCRM with Google Sheets
Page 15: Custom reporting from CiviCRM with Google Sheets
Page 16: Custom reporting from CiviCRM with Google Sheets
Page 17: Custom reporting from CiviCRM with Google Sheets

alt.ac.uk

Goal accomplished!!!

Page 18: Custom reporting from CiviCRM with Google Sheets

CiviService – CRM Library for Google Apps Script

Page 19: Custom reporting from CiviCRM with Google Sheets

… a CiviCRM Add-on for Google Sheets?

Page 21: Custom reporting from CiviCRM with Google Sheets

Association for Learning Technology

Registered charity number: 1160039

www.alt.ac.uk @A_L_T