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  1. CiviCRM
  2. CRM-4570

CiviCase : Printable Case Details Report

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 2.2.5
    • Fix Version/s: 3.0
    • Component/s: CiviCase
    • Labels:
      None

      Description

      This allows case auditors or other parties to view a printed report with all case details. This issue extends the existing "Case Report" functionality (CRM/Case/XMLProcessor/Report) - accessed from Manage Case - by adding Case Summary info and providing a print option which replaces the 2 column "click to view activity" layout with a sequential listing of activity details. Output for both screen and "print" version is redacted if that option is selected by the user. Additional redaction functionality needed for this report is specified in a related issue - CRM-4569

      1. When user clicks a new "Print Report" button on top or bottom of the current "screen display" view of the report, display a new page with the Case Summary (see below) followed by a sequential block layout listing of activities in the case with all activity fields shown for each activity. This is a "merge" of the right and left column view in the screen display version. Activities are included in the listing based on the requested "report" Activity Set (which lists the activity types to be included) AND the user-selected value for "Included all activities" / "Include missing activities". This is the same set of activities as shown on the current 2 column screen display version.

      Layout for activity block print version should be modified a bit for readability. Let's start with a 2 column table - field label => data. Activity Type and Status are listed first and highlighted, followed by all the other activity fields (core and custom fields)

      2. Add Case Summary section at the top of the print output version only. This section has all the information currently displayed in the 'Manage Case' screen - through to the 'Other Relationships' sections (without showing the links/icons).

      See attached screen shot for rough layout.

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              • Assignee:
                neha.saraph Neha Kulkarni
                Reporter:
                dgg David Greenberg
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