Author Topic: how to generate reports of line items? (Read 1117 times)

mclyde · October 20, 2011, 07:58:20 pm

the price sets for memberships are working great - and we are already seeing members renewing and making donations to different funds!

So how can I get a breakdown by using a report that shows summaries broken down by the price set fields?
we need a way to find cumulative totals by the different price fields so that we can move donations from genernal funds to the different endowments.

TIA
Merlise

Hershel · October 22, 2011, 11:19:17 am

I am not aware of a way. I had a client who also needed such (in D7) and I wrote a custom Drupal module to handle that.

Donald Lobo · October 22, 2011, 02:37:46 pm

There is also the price set detail custom search:

http://drupal.demo.civicrm.org/civicrm/contact/search/custom?csid=9&reset=1

which was written for events. I suspect it will not be too hard to take that and allow it to also handle memberships. that might be the easiest short term solution

lobo

mclyde · October 22, 2011, 09:17:55 pm

When I try the custom search for events with pricesets I get a non-revoverable error:

Code: [Select]

DB Error: no such field
Error Details
Database Error Code: Unknown column 'price_field_29' in 'field list', 1054
Additional Details:
Array
(
    [callback] => Array
        (
            [0] => CRM_Core_Error
            [1] => handle
        )

    [code] => -19
    [message] => DB Error: no such field
    [mode] => 16
    [debug_info] => 
UPDATE civicrm_temp_custom_dc539efc5554dfdebb9b48dc477bef4b
SET price_field_17 = 1,price_field_29 = 1
WHERE participant_id = 311;
 [nativecode=1054 ** Unknown column 'price_field_29' in 'field list']
    [type] => DB_Error
    [user_info] => 
UPDATE civicrm_temp_custom_dc539efc5554dfdebb9b48dc477bef4b
SET price_field_17 = 1,price_field_29 = 1
WHERE participant_id = 311;
 [nativecode=1054 ** Unknown column 'price_field_29' in 'field list']
    [to_string] => [db_error: message="DB Error: no such field" code=-19 mode=callback callback=CRM_Core_Error::handle prefix="" info="
UPDATE civicrm_temp_custom_dc539efc5554dfdebb9b48dc477bef4b
SET price_field_17 = 1,price_field_29 = 1
WHERE participant_id = 311;
 [nativecode=1054 ** Unknown column 'price_field_29' in 'field list']"]
)

mclyde · May 01, 2012, 07:40:07 pm

Just an update - my sys admin put together the mysql code to create line item summaries and detail reports for out membership price sets. We still need to merge that with results from a couple of contribution pages that do not use price sets (both memberships and contributions)

Does that make sense for the generic case? (We may have to create a custom table to match up the contributions in member price sets as they do not have an accounting code or any other way to identify that they are the same contribution type as in the other non-price set pages. Is this going to be modified in 4.2? (and is that going to be available for Drupal 6 )

My next step is to figure out the custom reports, but at least we can now get usable summaries in time for tax time!
best,
Merlise

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Author Topic: how to generate reports of line items? (Read 1117 times)

mclyde

how to generate reports of line items?

Hershel

Re: how to generate reports of line items?

Donald Lobo

Re: how to generate reports of line items?

mclyde

Re: how to generate reports of line items?

mclyde

Re: how to generate reports of line items?