Implement grant statistics report.

Report Title : Grant Report (Statistics)

Report Criteria
============
NOTE: In order to meet their requirements AND model a somewhat different (and useful) approach to summary reporting, I'm suggesting that we use the Display Columns section a bit differently, so that user can select which summary sections they want to retrieve. By default, all would be checked except the custom fields items.

1. Display Column section - relabeled as "Report Sections"

• Summary Statistics (frozen / checked)
• By Grant Type
• By World Region
• By Country
• By Gender
• By <one item for each Contact custom field which is Searchable>

2. Set Filters
Application Received: <choose date range or relative dates>
Grant Decision: <choose date range or relative dates>
Money Transferred: <choose date range or relative dates>
Grant Report Due: <choose date range or relative dates>
Grant Type: Is one of <list>
Grant Status: Is one of <list>
World Region: Is one of <list>
Country: Is one of <list>
Amount Requested: <operator> <number or range>
Amount Granted: <operator> <number or range>
Report Received: [ ] Yes [ ] No clear

Report Layout
===========

• List filters on top as normal

• Display "Summary Statistics" section FIRST. Table is 3 columns ( label | count | amount )

Total Grants Received | <count of grants WHERE $filters> | <sum amount_requested WHERE $filters> |
Total Grants Awarded | <count of grants WHERE $filters AND grant status = "Granted"> | <sum amount_granted WHERE $filters AND grant status = "Granted"> |
Total Grant Reports Received | <count of grants WHERE $filters and grant_report_received=1> | |

• Followed by section for each checked (requested) set of grouped sub-totals. Example:

Totals by Grant Type

-----------------------------------------------------------------

etc.

Notes on "sections"
------------------------

• Grants by Region - this is grants to contacts grouped by civicrm_worldregion of country associated with grantee contact's primary address. Group under Unassigned if no primary address.country_id.

• Grants by Country - this is grants to contacts grouped by country associated with grantee contact's primary address. Group under Unassigned if no primary address.country_id.

• Grants by Contact Type - grouped by grantee contact type (ignore sub-type for now)

  Contact Type

  Number of Grants (%)

  Total Amount (%)

  -----------------------------------------------------------------

  Individuals

  95 (61%)

  €206,525 (57%)

  etc.

• Grants by Gender - grouped by grantee contact gender. Group under Unassigned if no gender_id set.

• Grants by <custom field label> - This will handle the "Human Rights Defender Type" section shown on the original mockup, since that is a custom contact field in their configuration.

For above specification :

1. Create Report Template.
2. Create Report Instance and add to navigation.
3. Make sure to handle upgrade.
4. Also update the title of first / existing grant report to Grant Report (Detail)

---- original post --------------------
Report Name : Grant Report (Statistics)

Display Columns :
Contact Name, Grant Type, Grant status, Country, State/Province, Gender,
Amount Requested, Amount Granted, Application Received Date, Money Transfer Date, Grant Due Date. Grant Report Received.

Group by Columns :
Grant Type, Grant Status, Country, State/Province, Gender.

Set Filters :
Grant Type, Grant status, Country, State/Province, Gender.

For above specification :

1. Create Report Template.
2. Create Report Instance and add to navigation.
3. Make sure to handle upgrade.
4. Also update the title of first / existing grant report to Grant Report (Detail)

Here you could find more info for grant statistic reports : http://wiki.civicrm.org/confluence/display/CRM/HRD+Project+Phase+3