The Problem
I am using CiviCRM to manage all our sponsor contacts. The sponsors are in the group "Sponsors". Some sponsors have related contact persons.
I need a list of all sponsors with their contact information and all the related contact persons for this sponsor. This could look like the following:
Sponsor ACME | Tel: +1-23456 | Mail: acme@example.com
- Contact A | Tel: +1-23456 - 1 | Mail: a.acme@example.com | Relation: Employee
- Contact B | Tel: +2-4567890 | Mail: b@example.com | Relation: Sponsor contact
Sponsor Foo | Tel: +2-9876 | Mail: foo@example.com
Sponsor Baz | Tel: +6-6666 | Mail: baz@example.com
Sponsor Bar | Tel: +4-4444 | Mail: bar@example.com
- Contact C | Tel: +3-555555555 | Mail: c@example.com | Relation: Employee
Question: Is it possible to create such a report with CiviCRM?
What I tried
Available reports
I tried to use a relationship report, but this does not include sponsors without related contacts. Listing all contacts in the group sponsors however does not show up the related contact persons.
I think this is a common request, so I am pretty sure I a missing out something.
Custom reports
If it is not possible with the available reports, is it possible to create a custom report for that?
I saw, that the file wp-content/plugins/civicrm/civicrm/templates/CRM/Report/Form/Contact/CurrentEmployer.tpl only includes this file: wp-content/plugins/civicrm/civicrm/templates/CRM/Report/Form.tpl. So do the other .tpl contact reports. It seems like there should also be another .php file for the database stuff.
The tutorials I found only dealt with custom fields or so but I did not find any to include the related contacts like shown above.