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  1. CiviCRM
  2. CRM-13061

Add Soft Credits to Contribution Summary Report

    Details

    • Type: Bug
    • Status: Done/Fixed
    • Priority: Critical
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.4.0
    • Fix Version/s: 4.4.0
    • Component/s: CiviContribute
    • Labels:
      None

      Description

      Possible approach to this (please review and get back to me w/ your feedback)

      1. Add a filter as we have on Contribution Detail report:
      Contribution OR Soft Credit? is equal to Both | Contributions Only | Soft Credits Only

      Default s/b Contributions Only

      2. Modify amount statistics columns based on filter value

      • If Both - add 3 new columns to the Amount Statistics columns to show soft credit stats:
        Soft Credit Aggregate
        Soft Credits
        Soft Credit Avg
      • If Both - add 3 new lines to grand totals for
        Total Soft Credit Amount
        Total Soft Credits
        Average Soft Cridit
      • If Soft Credits Only, hide the 'regular contribution' columns and grand total lines

      3. Adjust existing amount statistics column header labels and grand total labels
      Contributions Aggregate
      Contributions
      Contributions Avg

      Total Contribution Amount
      Total Contributions
      Average Contributions

      NOTE: Not sure what to do about Bar and Pie charts ?? Suggestions?
      Also noticed that the month labels seem to have disappeared from the Bar Chart display. Can you investigate please.

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            • Assignee:
              dgg David Greenberg
              Reporter:
              dgg David Greenberg
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