CiviCRM export to Excel

This extension adds the possibility to export directly into the MS Excel format from CiviReports and Search results, instead of CSV (less fiddling, easier to use).

This extension uses the PHPExcel library. See the "License" section below for more information (LGPL v2).

For discussion, see: http://forum.civicrm.org/index.php/topic,32954.0.html
See also the "Todo" section for a general roadmap.

To download the latest version of this module:
https://github.com/mlutfy/ca.bidon.civiexportexcel

This extension was sponsored by:
Projet Montréal http://projetmontreal.org
Development and Peace https://www.devp.org
Coop SymbioTIC https://www.symbiotic.coop

Warnings

This extension does not run the buildACLClause() function, meaning that you may have deleted contacts show up in some reports. If you are using ACLs in general, this can also cause important issues.

Requirements

CiviCRM >= 4.4 (previous versions untested)

Installation

Install as any other regular CiviCRM extension:

1- Download this extension and unpack it in your 'extensions' directory. You may need to create it if it does not already exist, and configure the correct path in CiviCRM -> Administer -> System -> Directories.

2- Enable the extension from CiviCRM -> Administer -> System -> Extensions.

3- If you wish to send emails with the report as an Excel attachment, you must apply the patch in civiexportexcel-core-mail.patch.

Report mails

To send report e-mails in Excel2007 format, use: "format=excel2007" in the "Scheduled Jobs" settings.

Support

Please post bug reports in the issue tracker of this project on github:
https://github.com/mlutfy/ca.bidon.civiexportexcel/issues

For general questions and support, please post on the "Extensions" forum:
http://forum.civicrm.org/index.php/board,57.0.html

This is a community contributed extension written thanks to the financial support of organisations using it, as well as the very helpful and collaborative CiviCRM community.

If you appreciate this module, please consider donating 10$ to the CiviCRM project:
http://civicrm.org/participate/support-civicrm

While I do my best to provide volunteer support for this extension, please consider financially contributing to support or development of this extension if you can.

Commercial support via Coop SymbioTIC:
https://www.symbiotic.coop

Or you can send me the equivalent of a beer:
https://www.bidon.ca/en/paypal

Todo

Propose a new hook to CiviCRM for a cleaner postProcess implementation (incl. mail).
Add OpenDocument (LibreOffice) support.
Add admin settings form to enable excel/opendocument formats?
Compare performance with tinybutstrong/tbs library?

License

Distributed under the terms of the GNU Affero General public license (AGPL). See LICENSE.txt for details.

This extension includes PHPExcel:

mlutfy / ca.bidon.civiexportexcel

readme