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Author Topic: Expose Balance Due and Amount Paid in Reports or Search  (Read 2149 times)

trevorforrest

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Expose Balance Due and Amount Paid in Reports or Search
August 22, 2014, 01:33:46 pm
Hello,
I am running Beta 6 currently but have gone through all iterations thus far and I am wondering if it is possible, since we allow partial payments now in this release, can we also allow for reports to show Balance Due and Amount Paid for an event or contribution in either the Reports or Search areas. I know this capability exists for a pledge but does not seem to exist for a contribution tied to an event.
I would like to be able to do a report or search where I can show an event participants current status, how much they have paid and how much they owe.
HELP !!!

Dave Greenberg

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Re: Expose Balance Due and Amount Paid in Reports or Search
August 22, 2014, 02:21:33 pm
The Event Participants List report (CRM_Report_Form_Event_ParticipantListing) currently allows you to find participants w/ Partially Paid status. Might not be too hard to add Amount Paid / Balance Due to that report. Let us know if you need help getting started.
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trevorforrest

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Re: Expose Balance Due and Amount Paid in Reports or Search
August 22, 2014, 02:28:29 pm
Yes please advise on how this can be done....definately need to add it

trevorforrest

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Re: Expose Balance Due and Amount Paid in Reports or Search
August 29, 2014, 12:29:39 pm
Any word on this issue . Need assistance ASAP as this is running on a productions platform and reports are critical

Coleman Watts

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Re: Expose Balance Due and Amount Paid in Reports or Search
September 01, 2014, 01:44:54 am
Have you looked at http://en.flossmanuals.net/civicrm-developer-guide/reports?
Try asking your question on the new CiviCRM help site.

trevorforrest

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Re: Expose Balance Due and Amount Paid in Reports or Search
September 10, 2014, 02:33:46 pm
Quote from: Coleman Watts on September 01, 2014, 01:44:54 am
Have you looked at http://en.flossmanuals.net/civicrm-developer-guide/reports?

Not a developer. This is a client request would assume that the Balance Due and Amount Paid could be exposed in the report criteria section so that it can be selected and added to the report by client user.
Please advise

Coleman Watts

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Re: Expose Balance Due and Amount Paid in Reports or Search
September 10, 2014, 02:42:19 pm
My advice would be to hire a developer to do the work. It should be reasonably inexpensive because it is a small job.

If you don't already have a regular developer, I'd suggest the core team since we are already familiar with the codebase we could get it done fairly quickly.
Try asking your question on the new CiviCRM help site.

trevorforrest

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Re: Expose Balance Due and Amount Paid in Reports or Search
September 10, 2014, 02:55:50 pm
Quote from: Coleman Watts on September 10, 2014, 02:42:19 pm
My advice would be to hire a developer to do the work. It should be reasonably inexpensive because it is a small job.

If you don't already have a regular developer, I'd suggest the core team since we are already familiar with the codebase we could get it done fairly quickly.

How would we go about engaging core team for this ? and why would this not be a feature included in the new 4.5 release since it adds the partial payments capabilities now ?

Coleman Watts

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Re: Expose Balance Due and Amount Paid in Reports or Search
September 11, 2014, 11:49:22 am
Quote
How would we go about engaging core team for this ?
We'll contact you by email about it shortly.

Quote
and why would this not be a feature included in the new 4.5 release since it adds the partial payments capabilities now ?
When a community-funded/contributed improvement comes along, we are generally happy to accept it at whatever level of feature-completeness it may be, rather than reject it because it is missing some nice-to-haves like report integration. CiviCase, CiviGrant, CiviCampaign, CiviEngage, and CiviAccounts (of which this is a part) are all examples of community contributed features, and while you could fault each of them for being incomplete or imperfect in some way, you'll probably agree that it's better to have them in their current state rather than not at all. And all of them are evolving. The addition of partial payments to CiviAccounts, and the new config UI for CiviCase are examples of recent contributed improvements that take each a step further.

To address the general question of "why doesn't the core team do x,y, and z?" It's usually best answered by showing your our to-do list.
Try asking your question on the new CiviCRM help site.

Dave Greenberg

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Re: Expose Balance Due and Amount Paid in Reports or Search
September 15, 2014, 07:03:13 am
Trevor - I got an estimate of ~2-3 hours to add these as display columns to the Event Participants List report.  If your organization is able to sponsor this ($375 USD at our core work rate) - we can get it added for the 4.5.1 release. I don't think we need a formal contract for this small a project, but I can generate an invoice if that's helpful. Otherwise, if this works for you let me know and you can go ahead and make a general contribution at https://civicrm.org/contribute
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trevorforrest

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Re: Expose Balance Due and Amount Paid in Reports or Search
September 17, 2014, 08:35:00 am
Ok cool....can you send the Invoice to my email address. I will get the process started. What is the time frame for 4.5.1 ? This is a feature set needed ASAP by the client.

trevorforrest

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Re: Expose Balance Due and Amount Paid in Reports or Search
September 25, 2014, 10:27:42 am
Hello,
still waiting on that invoice....Please advise

petednz

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Re: Expose Balance Due and Amount Paid in Reports or Search
September 25, 2014, 01:28:02 pm
I can send one of ours ;-) (pure flippancy here - not after work)
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trevorforrest

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Re: Expose Balance Due and Amount Paid in Reports or Search
September 26, 2014, 07:46:05 am
Make it happen you have my addy ?

Quote from: petednz on September 25, 2014, 01:28:02 pm
I can send one of ours ;-) (pure flippancy here - not after work)

Dave Greenberg

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Re: Expose Balance Due and Amount Paid in Reports or Search
September 26, 2014, 09:21:07 am
Sorry for delay, busy weeks here. Invoice sent via email this morning.
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  • CiviCRM Community Forums (archive) »
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  • Expose Balance Due and Amount Paid in Reports or Search

This forum was archived on 2017-11-26.