CiviREBUX

REport BUilding module eXtension for

This repository contains the implementation of a report building module extension for CiviCRM LLC, built as a part of the Google Summer of Code 2016 program. Please read the wiki for detailed information about CiviREBUX.

CiviREBUX is a drag-n-drop report builder interface for making CiviCRM-style reports. It supports multiple data transformation functionalities like pivoting, filtering, sorting and can render the results both in a tabular format as well as graphically in real-time. It can be referred to as a spreadsheet software running seamlessly on your browser.

Currently supports CiviCRM Contribution and Membership data only. Developed and Tested for CiviCRM 4.7!

Installation

• Download the repository and place it in the CiviCRM extensions directory of your site.
• From your CiviCRM dashboard, goto Administer >> System Settings >> Manage Extensions (for CiviCRM < 4.7 †) or, Administer >> System Settings >> Extensions (for CiviCRM >= 4.7)
• Install the CiviREBUX (org.civicrm.civirebux) extension.
• CiviREBUX also requires a custom permission - access CiviCRM Civirebux , so please apply that to your user role as well.

† As of now, please prefer to use CiviCRM 4.7 only!

Usage

After installing the new page is available from the menu bar in your CiviCRM dashboard: Reports >> CiviREBUX

New Features

• Drag-n-Drop functionality - Add/Remove attributes (rows and columns in your report) into/out of the scope by simply dragging them into/out of the rows (left) and column (top) space in the UI.

• Rendering - Selecting how the data will be displayed - tabular (default), bar charts, row and column heatmaps, scatter plots et cetera.

• Exporting into TSV/CSV - Exporting the report template into CSV and TSV formats (available for download).

• Aggregators - Defining what will be displayed in the cells - unique count, sum, average, trimmed mean, minimum, maximum et cetera along with dynamic aggregators viz. Monthly, Daily and Yearly.

• Filtering - Filtering and searching to locate specific records to be included in the report.

• Saving and Loading Report Templates: Saving a report template which can be loaded later. Added support for overwriting an already saved report template as well.

• Adding Report to Navigation Menu: Adding the most frequently used report template directly into the CiviCRM Navigation Menu under Reports >> CiviREBUX.

• Viewing Saved Report Templates: Loading a report template by simply clicking the row corresponding to that template from a tabular list of previously saved report templates.