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  1. CiviCRM
  2. CRM-17169

Inconsistent Soft Credit Reporting

    Details

    • Type: Bug
    • Status: Done/Fixed
    • Priority: Trivial
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.6.9
    • Fix Version/s: 4.7
    • Component/s: CiviReport
    • Labels:
    • Documentation Required?:
      None
    • Funding Source:
      Core Team Funds

      Description

      Hi all,

      Looks like there is some confusion in the contributions reports when it comes to partial soft credits - I reproduced in demo environment as follows:

      1. Create a contribution with a total amount of $300
      2. Enter a single soft credit for $150
      3. Save
      4. Reports > Contribution Reports > Soft Credits - shows the full amount of the contribution ($300) without an option to add a column to show the soft credit amount
      5. Reports > Contribution Reports > Contribution Detail Report - added two columns: soft credits and soft credit for >> the two related records are listed - the contribution for $300 and the soft credit for $150, both values in the amount column, while the soft credit column is blank
      6. I added a third column "Contribution or soft credit?" which then allowed the system to populate the soft credit column accordingly on the contribution line, but the amount of the soft credit still appears in the "amount" column
      7. I then edited contribution to include a second soft credit for $25
      8. The soft credit report now shows two lines with the full amount of the contribution ($300), one for each soft credit contact
      9. The contribution detail report now lists the three records, all of the amounts in the "amount" column, and the soft credit detail only visible on the contribution line after adding the three columns

      So, I see two different things that need to be fixed:

      1. The soft credit report should only list the amount as indicated in the soft credit amount field and not the contribution total amount field
      2. The contribution detail report list soft credit records with the amount blank and with the relevant soft credit amount in the soft credits column
      3. (Enhancement) Separate the soft credit contact related information into a separate column (e.g. if the record is a soft credit, list the contributor contact name in a separate column, or if the record is a contribution, concatenate the soft credit amounts, and then concatenate the soft credit contacts in a separate column).

      Thanks as always,

      Tamar

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            • Assignee:
              monish.deb Monish Deb
              Reporter:
              tamar Tamar Meir
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              Dates

              • Created:
                Updated:
                Resolved: