CiviReport - Contribution Drill Down and Details Reports Including Honoree and Recurring Contribution Information

Create multi-level contribution report which provides annual roll-up, monthly roll-up, and a detailed listing which includes Honoree, and Recurring Contribution information.

All numeric and currency values and column headers s/b right justified and properly formatted.

NOTE: I haven't researched the available method(s) for "drilling down" via links in a report. But I suspect this "spec" will actually require multiple "linked" rptdesign files - where the "links" pass parameter(s) to the target report.

1. Contributions by Year
This report includes a row for each year in which one or more contributions have been recorded. The "year" cell value in each row is a "link" to report 2. (see below).

Year Avg Contribution # Total Amount
------ ----------------------- ---- -----------------
2007 $125.10 200 $10,209.99
2006 $125.10 200 $10,209.99
2005 $125.10 200 $10,209.99
-----------------------------------------------------------
All Years $125.10 600 $30,630.00

2. Contributions By Month
This report includes a row for each month, regardless of whether contributions were received. The only input parameter for this report is "Year". When accessed via link from "Contributions by Year" - the year is set from the link. Each "month" value is a link to report 3 (see below).

Contributions for $year

Month Avg Contribution # Total Amount
------------ ----------------------- ---- -----------------
January $125.10 20 $1,209.99
February $0.00 0 $0.00
... etc.
---------------------------------------------------------------
All Months $125.10 600 $10,630.00

3. Contribution Details
This report includes a row for each contribution in the specified month. Input parameters for this report are "Year" and "Month". When accessed via link from "Contributions by Month" - these are set from the link.

Contributions for $month

(see below for layout)

• Report details rows should match the Find Contributions selector. (Name, Amount, Type etc.)

• If a contribution references an Honoree (honoree_contact_id NOT NULL), a sub-row follows the contribution row:
  Honoree: $honoreeContactDispayName $honoreeEmailAddress

• If a contribution is linked to a recurring contribution (contribution_recur_id NOT NULL), a sub-row follows the contribution row (sample text, derive values from contribution_recur record):
  Contribution recurs every 3 months for 12 installments.