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Author Topic: Adding Filter of "Contact Type" in CiviReport  (Read 1348 times)

progow

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Adding Filter of "Contact Type" in CiviReport
January 23, 2012, 11:32:28 am
As I'm learning and using CiviCRM more, I'm finding that I have to add several steps in order to separate individual contributions from organizational contributions.  For us these are defined by contact type.  My work-around for this is to create a smart group of "individual" and filter by that group, but I am finding inconsistencies with the totals.

It would really help if there were a "filter by contact type" option for all of the reports.  Is it possible to create this filter?

Curious if others have experienced this as well.

Eileen

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Re: Adding Filter of "Contact Type" in CiviReport
January 23, 2012, 01:18:20 pm
Hi,

It's actually a pretty easy thing to add extra filters like that in the code. Do you or anyone in your project have any coding experience?
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

Kurund Jalmi

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Re: Adding Filter of "Contact Type" in CiviReport
January 23, 2012, 10:59:32 pm
You might also find this useful: http://wiki.civicrm.org/confluence/display/CRMDOC40/CiviReport+structure+and+customization

Kurund
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
  • Usability Improvements (Moderator: Dave Greenberg) »
  • Adding Filter of "Contact Type" in CiviReport

This forum was archived on 2017-11-26.