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  1. CiviCRM
  2. CRM-10071

Contribution and Membership Details report

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      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

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            • Assignee:
              pratik.joshi Pratik Joshi
              Reporter:
              dgg David Greenberg
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