New report: all initiatives

[ed]

REPORTS exportable to csv
1) initiative report with all fields (not text areas)
2) primary points of contact report with all user contact data and basic initiative details
3) web points of contact report with all user contact data and basic initiative details

[jim]

Will need ​http://drupal.org/project/views_bonus installed to export as CSV.

Other than that, pretty easy.

[ed]

this needs to show all data fields, from number, postcode, and people related to it and their emails (primary p.o.c. web p.o.c.) etc... just checking!

[jim]

To confirm: All fields from each initiative, or a join with users and each user's details (who are referenced by the initiative) too? The former is very simple, the latter is going to be little bit of a PITA.

[jim]

Updated description... Really dependent on #116 and #97.

[ed]

thinking out loud here - an immediate use case is to generate a list of names and email addresses for initiatives using the wiki for their websites in order to contact them. So I'll need: firstname lastname of primary contact and web contact, email addresses for both and web link of initiative URL.

So I'll have to run the initiative report, identify those with a transitiontowns URL - this will show me the p.p.o.c. and the w.p.o.c. names, but not the emails.

There's a join in this whichever way I go.

[jim]

Yes, you'll need to use the relationship between initiative PPoC and user profile...

I'll have a go later today.

[jim]

New reports created in 'Reports' -> 'Initiatives':

• Initiative Details - pretty much everything at the initiative level (no join needed)
• Web contacts - initiatives with their web contact plus email (joined to web contact)
• Media contacts - " " " media " " "

They're arranged into 4 tabs, with the 'Initiatives activity' report making up the 4th and being default item.

Are they OK?

I'm sure there are lots of things you may want to tweak, but it might be quicker for you to change what you can if needed (like field labels/orders etc) on the views and I'll can do anything more complex? Or whatever... The view is at:
​https://www.transitionnetwork.org/admin/build/views/edit/initiative_contacts

The next phase (in the Great Module Update of 2010) is to add the Views Bonus module to allow CSV/XSL export (but cut/paste should work for now)...

[ed]

It's good but I also needed a primary points of contact display, particularly today as I've got to send a big mailout to the primary p.o.c.s...

So...

I set up a new display for just the 'primary points of contact'.

In fact I think I just fucked the 'initiative detail' display by mistake. It looks like I have stripped out all the useful information from the initiative detail page. Ooops.

I started the new display 'primary points of contact'
​https://www.transitionnetwork.org/admin/build/views/edit/initiative_contacts#views-tab-page_4

And it's sort of nearly there, but not quite, and I couldn't get the 'primary points of contact' display to show at all. But I have managed to change the title of the 'detail' display.

Err. I think I might leave this alone actually. got my knickers in a twist.

Can you have a look and see what I've done to the details and p.o.c displays?

[ed]

.. what I was *trying* to do was to re-create the web/media displays but for primary...

[jim]

Initiative detail is indeed fucked, you lost ALL THOSE FIELDS that toook aaaaages to add. Your penance is that, after I re-add them, you will have to reorder/label them all as required!

FYI: You should have overridden the fields FIRST since you were doing something different to the defaults.

Anyway... Am fixing now.

[jim]

Yes, every issue you had was down to not overriding the defaults first, and hence editing the fundamentals of the whole view rather than just the display you were working on.

And the you had path odd; to have a tabs system working one has to use the same root as the other views in the tab with a different ending - e.g. admin/reports/initiatives/detail vs admin/reports/initiatives/primary-contacts vs admin/reports/initiatives/yet-another-tab etc.

So anyway I've re-added all those fields but they will need re-ordering and relabelling as required (I guessed the first time and since I'm not the end user, you should do that). Click each field in turn in the 'Initiative detail' view and change the Label to 'Custom' and type your own. You can re-order quickly via drag/drop by clicking the little up/down arrow on the top right of the fields box.

(And, annoyingly, I just had to do this all twice because just after finishing the first one and lovingly re-editing all those labels, views/the server/Zeus himself lost ALL my changes...)

Need anything else on this one?

[ed]

No, that should do thanks. That was a good fuck up for the day. I'll go and tinker with something else now...

[jim]

CSV file export now in place for each display in view - see 'CSV' icon at foot of results table.