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Author Topic: smart group based on aggregates  (Read 564 times)

ryeradio

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smart group based on aggregates
September 18, 2013, 10:56:32 am
Is there a way to create a smart group based on aggregate contributions? For example we need a group of contacts that have donated more then $1000 over the last year.

JonGold

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Re: smart group based on aggregates
September 18, 2013, 11:01:15 am
Hi there,

I believe that's possible if you install the Summary Fields extension:
http://civicrm.org/blogs/jamie/progressive-technology-project-release-summary-fields-extension

Note that if your forum profile is accurate, and you're still running CiviCRM 4.2.1, you'll need to upgrade to 4.3 before you can install that extension.

Jon
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ryeradio

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Re: smart group based on aggregates
September 19, 2013, 07:23:03 am
Thank you, this looks promising. We do have Civi Version 4.3.4, so we have to install the extension? Where do we install that at?

JonGold

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Re: smart group based on aggregates
September 19, 2013, 07:52:05 am
Documentation is here: http://wiki.civicrm.org/confluence/display/CRMDOC/Extensions
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CiviTeacher.com

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Re: smart group based on aggregates
September 22, 2013, 11:57:29 am
No extension may be necessary to create a smart group.

The "Contribution Aggregate" search may suit your needs.

http://drupal.demo.civicrm.org/civicrm/contact/search/custom/list?reset=1

After running the search, you can create a smart group of the results.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • smart group based on aggregates

This forum was archived on 2017-11-26.