New report: Contribution history by relationship

Create a new report that combines the SYBUNT/LYBUNT functionality with donation summary + relationship type, and returns results to display as a pivot/crosstab chart.

Fields:

• Name
• Email
• Phone
• Relationship Type

Filters:

• Name contains
• This year (for SYBUNT/LYBUNT functionality). Option to leave blank, in which case we just filter by date range and don't implement the "not this year" exclusion.
• Other years (for SYBUNT/LYBUNT). Relative/fixed value options. May want a "prior to current year" in order to achieve LYBUNT functionality without setting fixed dates.
• Group
• Tag
• Contribution Status
• Relationship Type (multi-select)
• Receive Date
• Amount Between
• Totals by Year (multi-select years)

Display:

• the resulting display will show the individual contact (the primary focus of the search) and all related records (based on relationship type selection), with calculated sum of contributions, grouped by year (as defined in the filters)
• total row will sum the contact's direct contribs + related contact's sum

ID# Name 2009 donation 2010 donation 2011 donation
1000 John Doe 4,000 4,000 4,500
1001 ABC Foundation 10,000 5,000 10,000
1002 Mr. ABC 5,000 10,000 5,000
1003 Mrs. ABC 15,000 0 15,000
1004 Franks Garage 25,000 0 25,000
Total 59,000 19,000 59,500

Goal:
To provide a tool for viewing a contact's donation history, grouped by year, along with contributions attributed to any of the contact's related contacts.