Timeline for Reporting on contribution amounts when added to a membership page
Current License: CC BY-SA 4.0
11 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Apr 23, 2021 at 8:56 | answer | added | Norman Cates | timeline score: 0 | |
| Dec 21, 2020 at 14:48 | vote | accept | Geof Newton | ||
| Dec 20, 2020 at 18:35 | comment | added | petednz - fuzion♦ | Geof, i added my suggestion as an answer - if you could +1 and/or Accept so it helps others. thx | |
| Dec 20, 2020 at 18:34 | answer | added | petednz - fuzion♦ | timeline score: 2 | |
| Dec 20, 2020 at 4:13 | comment | added | Geof Newton | The 16 December modification didn't help - it simply lumped the entire transaction in to the Donation financial type and was equally unreportable. As mentioned above by @petednz, the Price Set with line items dedicated specifically to financial types of Member Dues and Donations seems to be the only way to get reporting on contribution pages which include both membership signup and donation options. - :) gn | |
| Dec 16, 2020 at 17:46 | comment | added | Geof Newton | I think I found the key: this help text is behind the Financial type on the Contribution page - "NOTE: If you are using this contribution page for membership signup and renewals, the financial type configured in the membership type settings will be used when recording the membership payment. The financial type selected here will only be used if you are also collecting additional contributions ..." Since I had both set as Membership, the contributions also reported as Membership. Going to try this change first and then consolidated Price Set if this doesn't work - cheers ... :) gn | |
| Dec 15, 2020 at 20:12 | comment | added | petednz - fuzion♦ | i would do the latter. single price set. memberships. add the donation line item there with its own financial type. then the Extended Report extension should solve your last issue of how much is donation v member fee | |
| Dec 15, 2020 at 15:36 | comment | added | Geof Newton | We're taking additional contributions as part of the membership and if you enable a price set on the Amounts page you get the error: "You cannot enable both a Contribution Price Set and Membership Signup on the same online contribution page." We've considered adding the additional donation options to the Membership price set but we may still run into the reporting problem - how much of the transaction was membership vs. donation? | |
| Dec 10, 2020 at 18:44 | comment | added | petednz - fuzion♦ | "we can't use contribution price sets on membership pages". To clarify. Do you mean that when you use a Price Set for a membership page (which you can) that you cannot get something you need working? or that if you do use a Price Set that the ExtReport does not help. not quite clear | |
| Dec 10, 2020 at 17:05 | review | First posts | |||
| Dec 11, 2020 at 17:48 | |||||
| Dec 10, 2020 at 17:03 | history | asked | Geof Newton | CC BY-SA 4.0 |