CiviCRM Community Forums (archive)

civiCRM 4.3.7 / Joomla 2.5

We have a scenario where we offer a member the option, on the Become a Member form, of also making a free form donation and an In Memoriam donation, so the form looks like the attached image1.jpg

When the transaction is completed, we discover that civiCRM tracks this as a membership payment of the total amount, and while we can see the breakdown (image2.jpg), we cannot find a way to break these out.

We track membership, donations, and In Memoriam amounts separately (as different financial types), and we have created a price set that has mapped each of the fields in image1 to a different Financial Type (see image3.jpg), but we cannot see a way to get the breakdown we require, including on reports.

When I run a Contribution Report, what I see is just the Financial Type "Member Dues", as per image4.jpg.

Any ideas why I do not see the correct breakdown, since I do have the Financial types defined in the price sets?

Fairly sure we use the price-set/line-item report from the Extended report extension to report at the level you want.

We came across this same issue for a client - and the bookkeeping report was unfortunately insufficient for them.  They needed line item financial types to be searchable from Advanced Search, so they could answer questions like, "Which of our members from NY gave to X scholarship fund?".  This didn't work when the contribution to the scholarship fund was on a contribution with different financial types.

We actually have a patch against 4.4 that incorporates line item search into Search Builder, but not yet into Advanced Search - nor do we have unit tests written.  Unfortunately, there's no funding for us to finish this, but we'd share the code with someone else who wanted to!

Jon