CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site

This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviReport (Moderator: Dave Greenberg) »
  • Report showing members with the last year they paid their member dues
Pages: [1]

Author Topic: Report showing members with the last year they paid their member dues  (Read 906 times)

ericaordinary

  • Guest
Report showing members with the last year they paid their member dues
November 29, 2010, 03:32:30 am
Hi all,

I'm looking to produce a report showing all past and present members and the most recent financial year they paid their membership dues.  Does anyone have a clever way of extracting this information without writing a custom report?  I've checked the Donor Report (Detail) which will list contacts with every contribution of member dues made, but my client just wants to see the last year every member (past or present) paid their dues and be able to sort contacts by the year last paid.

Cheers,
Erica.

Rajan Mayekar

  • I post frequently
  • ***
  • Posts: 177
  • Karma: 20
    • Rajan's Blogs
Re: Report showing members with the last year they paid their member dues
November 29, 2010, 08:04:12 am
Hi Erica,

Why not Donor report (Detail), with following filters
Receive Date : Previous Year,
Contribution Type: Member Dues, and
Contribution Status: Completed 

OR LYBUNT Report( lybunt report does not have  Contribution Type filter, but you can add this filter easily )  ?

Rajan

ericaordinary

  • Guest
Re: Report showing members with the last year they paid their member dues
November 29, 2010, 02:01:53 pm
Thanks for the response Rajan,

Unfortunately I don't think those options will work, as some contacts have not paid their member dues for a number of years (eg the last time some paid was in 2007 & 2008 and that won't be picked up with a filter of last year).  The report also needs to show members who have paid in the current year along with those expired members who haven't paid for a few years.  I need a report that covers all member due contributions made by contacts in the CRM but only lists the most recent each paid their dues.  Does that make sense?

Cheers,
Erica.

Rajan Mayekar

  • I post frequently
  • ***
  • Posts: 177
  • Karma: 20
    • Rajan's Blogs
Re: Report showing members with the last year they paid their member dues
November 29, 2010, 09:22:36 pm
I don't think the report having these custom specifications are available. I looked at Lybunt/Sybunt report but looks like they are not fit in your specification. Building a new report ( or may be the customisation ) make sense.

ericaordinary

  • Guest
Re: Report showing members with the last year they paid their member dues
December 02, 2010, 09:11:58 pm
Thanks for your help Rajan.  I wanted to check there wasn't an easier way to do it before going down the custom report path.

Cheers,
Erica.

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviReport (Moderator: Dave Greenberg) »
  • Report showing members with the last year they paid their member dues

This forum was archived on 2017-11-26.