Details
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Type:
New Feature
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Status: Done/Fixed
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Priority:
Major
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Resolution: Fixed/Completed
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Affects Version/s: 4.1.2
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Fix Version/s: 4.2.0
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Component/s: CiviContribute, CiviMember, CiviReport
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Labels:None
Description
Create a new CiviReport - "Contribution and Membership Details", based on the "Contribution Details" report, but adding Display Column options for membership fields. Membership fields will be populated for rows where the contribution record is linked to a membership record (signup or renewal). Users will be able to select any subset of fields for a specific purpose (and save as a new report instance if applicable). "Export to CSV" will include all selected display columns plus all relevant record ID's (primary keys for contact, contribution, recurring contribution, membership ...).
NOTE: This is part of the EFF projects for 4.2 sponsored work product described here: http://wiki.civicrm.org/confluence/display/CRM/Electronic+Frontier+Foundation+Projects .
Please verify that the following fields are available in the CSV export from the report. Particularly note that they want columns for the first donation made by the donor (amount and date):
Contact Type
Internal Contact ID
Display Name
First Name
Last Name
No Bulk Emails User Opt Out
Email
_Do_Not_Mail
Street Address
Additional Address 1
City
State
Postal Code
Country
Receive Date
Transaction ID
Contribution ID
Recurring Contributions ID
Total Amount
Source
Contribution Source
Contribution Type
First Donation Date
First Donation Amount
Membership Type
Member Since (Join Date)
Membership End Date
Membership Start Date
Membership Status
Product Option (premium)
Product Name (premium)
... and any contribution custom fields