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CiviCRM Cookbook

You're reading from   CiviCRM Cookbook Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it's the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.

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Product type Paperback
Published in Jun 2013
Publisher Packt
ISBN-13 9781782160441
Length 236 pages
Edition 1st Edition
Languages
Tools
Concepts
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Toc

Table of Contents (13) Chapters Close

Preface 1. Setting Up CiviCRM 2. Organizing Data Efficiently FREE CHAPTER 3. Using the Power of Profiles 4. Controlling Permissions 5. Managing Communications 6. Searching and Reporting 7. Integrating CiviCRM with Drupal 8. Managing Events Effectively 9. Using Campaigns, Surveys, and Petitions Effectively 10. Working with CiviMember 11. Developing for CiviCRM Index

Designing campaign dashboards in Drupal Views


CiviCRM does have a campaign report, but it is based around a contact listing rather than a list of activities associated with a campaign. There is also a Campaign Dashboard, but this does not provide appropriate listings.

In any campaign you might want to know:

  • What administrative activities are completed, scheduled, or overdue?

  • What events are scheduled?

  • Were events successful?

  • What mailings were sent out?

  • How effective were mailings?

  • What petitions were organized?

  • What surveys were organized?

How to do it…

We will use Drupal Views recipes to create the necessary listings. We can also use Drupal Panels or Drupal Context modules to organize our views into dashboards. These recipes assume that you have a working knowledge of Drupal Views.

  1. Download, install, and enable the Drupal Views module: http://drupal.org/projects/views.

  2. Add a new view of CiviCRM Activities.

  3. Save the view.

  4. In the Advanced section of the view, add a relationship.

  5. Select the CiviCRM Activity...

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