CiviCRM Community Forums (archive)

Hi all,

I'm using Civi as a membership system for a sports club and we're using the contributions to record additions and subtractions to an individual's virtual "race float". (So when they make a "race float" contribution, the race float goes up, and when they race, we put in a negative "race float" contribution and their race float goes down.)

On the whole it's working really well. However, one of the things I desperately need to be able to do is find out who's race float is below a certain minimum balance so that I can email them to remind them to put some more money in.

What I'd really like is a smart group that contains all individual contacts that have an active membership and an aggregate "race float" contribution amount less than GBP30. But I can't see any way to do that.

I can run a report that shows aggregate contributions less than GBP30, but I can't include current membership. And even if I could, the only thing I can do is add all the contacts to an existing group.

Any ideas as to how to do this?

Thanks
Denis

Hi Jason,

Thanks for the prompt reply. I did look at the Contribution and Membership Details Report, but as far as I can see, there's no way to report on aggregated contributions. I don't want to see all the contributions that someone has made, just the total amount (and then only those with, say, less than GBP30) for "race float" type contributions. They also make contributions to pay for membership and I don't want to include those.

Thanks again
Denis

Hi Deepak,

That's a really good idea, having the smart group and then using the report would work really well. Sadly, the advanced search doesn't provide a way to filter on the aggregate amount, only a filter on the individual amounts, so I can't use that either.

Do I have to write a new custom search?

Thanks
Denis