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  1. CiviCRM
  2. CRM-2230

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


    • Type: Task
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Won't Fix
    • Affects Version/s: 2.0
    • Fix Version/s: 2.2.0
    • Component/s: CiviReport
    • Labels:


      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.




            • Assignee:
              kurund Kurund Jalmi
              dgg David Greenberg
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