Author Topic: How to get payment breakdown details? (Read 1297 times)

markbc · February 01, 2008, 07:57:30 pm

I have been looking at demo.civicrm.org to evaluate the payment processing aspects of CiviEvents. I have not been able to figure out how to report the details of a constituent's payment.

For example, say you had a mandatory field which is a drop list with the primary conference payment, then you had optional additional fees such as social events, meal plan, etc which are displayed as tick boxes.

How do I determine the number of conference attendees that chose the social events or meal plan options? When I look at Find Participants (or Find Contributors), the search pages do not provide the same set of fields as the payments selection section does and even the export function does not seem to include these payment details. All I found so far is total payment information.

So, how would I generate a report or otherwise answer the question "How many people registered for meals?"

Thanks!
Mark Batten-Carew

Dave Greenberg · February 02, 2008, 05:17:25 pm

Mark - I assume you're using the Price Set feature to configure these primary + optional additional fees...

As of latest 2.0 alpha code, the export column "Fee level" will include a comma separated list of the selected options in each row. This is a slight improvement - but bottom line is I think this is a missing piece of the Price Set feature. If lots of folks start using this - I suspect we'll have to store the selected values in a custom table - as we do other "custom fields" - which would then allow us to do a decent export.

If you're interested / able to help push this forward - let us know.

markbc · February 02, 2008, 09:55:28 pm

Dave,

Thanks for the reply. Yes, I assumed Price Sets was the way I had to go to provide the various options to the conference attendees.
From your reply, should I deduce that pre-Alpha 2.0, once the form which used a Price Set is submitted, the only stored information is the total price? If I am willing to write some code, are the original ticked boxes that made up the price stored anywhere? As long as the original choices are stored somewhere, I am willing to write custom PHP code to answer specific questions like "how many people chose the vegetarian meal?". Is this possible, or is the information not stored?

Is there a current target date for Alpha 2.0 moving to Beta and or Release? I could work with the comma separated list.....

Mark BC

Dave Greenberg · February 04, 2008, 12:28:41 pm

Mark - The selected values for each price set field are stored in a Ctrl-A separated list in the civicrm_participant.event_level column in 2.0. I THINK this is also true for 1.9 - but you'll have to verify. Depending on the field types of the Price Set fields (text, radio, checkbox...) - the output structure is a bit different. For "text" fields, the output is "$label - $qty", for the others it's only the label of the selected option.

Note that there was a "just fixed" bug in this code in 2.0 whereby the stored and exported string was derived from the price set fields' option "name", not "label" - but I think this is a 2.0 only issue since we moved the storage of the option values in 2.0.

Once sticky issue in writing code to parse this data is that each Event potentially uses a different price set. Therefore, the content and order of the lists in civicrm_participant.event_level will be different depending on which event the person registered for. A more structured data store would be more appropriate at some point.

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Author Topic: How to get payment breakdown details? (Read 1297 times)

markbc

How to get payment breakdown details?

Dave Greenberg

Re: How to get payment breakdown details?

markbc

Re: How to get payment breakdown details?

Dave Greenberg

Re: How to get payment breakdown details?