Author Topic: Reporting/Finding Contributions based on a tagged group (Read 1107 times)

dhairston · January 28, 2008, 12:03:31 pm

I have not seen where I can search for contributions based on a tagged group. I want to be able to see who and when in the group last gave and their amount and highest gift amount.

Has anyone else have this problem or know how to do it?

geilhufe · January 28, 2008, 12:41:02 pm

CiviReport (seperate Java-based reporting) would help.

Or my slightly convoluted excel method:
1. Download all contributions in the system. This is excel sheet A.
2. Download all contacts associated with your group. This is excel sheet B. Add a column with the group name.
3. Create a VLOOKUP formula in Sheet A, that looks up the group name for each contribution in sheet B.
4. Delete all contributions in sheet A without a group associated.
5. Create the report of your dreams.

You can save your excel workbook as a template and just replace A & B with new data whenever you want a new report.

Dave Greenberg · January 29, 2008, 06:02:04 pm

Check out the example of the new custom search framework on our 2.0 sandbox:

http://sandbox.civicrm.org/civicrm/contact/search/custom?csid=2&reset=1

That example does search on Aggregate Contribution amount over a selected date range. However, if you have or have access to some basic SQL skills, it would be fairly easy to adapt that example to do what you want. If you're interested in exploring this - you could download the current 2.0 alpha release and then review the code for the aggregate example, which is in CRM/Contact/Search/Custom/Contribution.php

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Author Topic: Reporting/Finding Contributions based on a tagged group (Read 1107 times)

dhairston

Reporting/Finding Contributions based on a tagged group

geilhufe

Re: Reporting/Finding Contributions based on a tagged group

Dave Greenberg

Re: Reporting/Finding Contributions based on a tagged group