CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviReport (Moderator: Dave Greenberg) »
  • Proposing YTD filter 12 month ago on Contribution report
Pages: [1]

Author Topic: Proposing YTD filter 12 month ago on Contribution report  (Read 354 times)

Flying

  • I’m new here
  • *
  • Posts: 29
  • Karma: 0
    • Mission Aviation Fellowship - Norway
  • CiviCRM version: 4.3.3
  • CMS version: Drupal 7
  • MySQL version: I am an end-user, why should I care about MySQL-versions?
  • PHP version: I don't (want to) know...!
Proposing YTD filter 12 month ago on Contribution report
January 14, 2015, 11:49:29 pm
From a user perspective, it would be really useful if the contribution reports could be extended to include these pre-set values on the receive date-filter on Contribution reports:

start date - end date:

a. From start of last year - 12 months ago
b. From start of same quarter last year - 12 months ago
c. From start of same month last year - 12 months ago

Practical examples:
Let us say the date is August 15th 2014.
The criterias would then show
a. January 1st 2013 - August 15th 2013.
b. July 1st 2013 - August 15th 2013.
c. August 1st 2013 - August 15th 2013.

This would be really good, because that means that we easily could show the income report of YTD in one dashboard report (like January 1st 2014 - August 15th 2014), and comparable values from the year before (January 1st 2013 - August 15th 2013) in another dashboard report.

Any thoughts?

joanne

  • Administrator
  • Ask me questions
  • *****
  • Posts: 852
  • Karma: 83
  • CiviCRM version: 4.4.16
  • CMS version: Drupal 7
Re: Proposing YTD filter 12 month ago on Contribution report
January 15, 2015, 02:59:23 am
Not all countries start their fiscal year on 1 January.  There is already a setting for start of fiscal year in the localizations setting in CiviCRM.
 
If this ends up happening it would be very useful to also include:

d. From start of previous fiscal ( financial) year - 12 months ago.

Using your example of 15 August 2014, the range of dates covered could be one of :
1 January 2013 - 15 August 2013
1 April 2013 - 15 August 2013
1 July 2013 -15 August 2013
1 October 2012 - 15 August 2013
depending on the country.

Flying

  • I’m new here
  • *
  • Posts: 29
  • Karma: 0
    • Mission Aviation Fellowship - Norway
  • CiviCRM version: 4.3.3
  • CMS version: Drupal 7
  • MySQL version: I am an end-user, why should I care about MySQL-versions?
  • PHP version: I don't (want to) know...!
Re: Proposing YTD filter 12 month ago on Contribution report
January 15, 2015, 03:02:40 am
Totally agree, joanne!

Your solution for fiscal year sounds better.

Where is the settings for fiscal year located?

joanne

  • Administrator
  • Ask me questions
  • *****
  • Posts: 852
  • Karma: 83
  • CiviCRM version: 4.4.16
  • CMS version: Drupal 7
Re: Proposing YTD filter 12 month ago on Contribution report
January 15, 2015, 03:23:37 am
Administer > Localization > Date Format 

(not the obvious place to look for it  - perhaps it would be better if it were Date (and Calendar?) Settings instead of Date Format).
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviReport (Moderator: Dave Greenberg) »
  • Proposing YTD filter 12 month ago on Contribution report

This forum was archived on 2017-11-26.