Excuse me if I'm probably missing something obvious here... Civi 4.6.18, Drupal 7.44
I want to build a simple report that shows: Contribution fields, Contact name, Event name (if it came from an event), Membership type (if it came from a membership), etc. In one row.
Our finance team want to see all payments every month, and want to quickly see exactly what each payment was for.
It doesn't matter if some fields are blank - eg if membership fields are blank in a row that is about an event contribution.
I can't see a way to do this in Civi Reports, so turned to Views starting with the Contribution entity.
But I can't see a way to create a relationship to Participants in Views.
And I can make a relationship to memberships, but only if the payment is recurring. That doesn't cover all our membership possibilities.
Surely this would be a fairly standard report, so I'm wondering what to do? Thanks for your help!
24-8-16: Editing this to add more info:
If you create a View based on Civirm Contributions, in fact Membership details are in the fields available to the View. So that's half the story.
However, Participation fields are not available. Neither can you add a relationship to anything that looks like Civicrm Event tables. This is so after adding a relationship to the Contact ID.
So, if payments are made for events, there is no way to link the contribution to the event it is for, if you are starting from the Contribution table.
And if that is possible, the next question would be (with the advent of partial payment processing), if a part payment is made for an event, is there a way in Views to see the individual part payments?
If there was a bridge from the contribution table to event table(s) then we'd have our solution: a View that can show what payments are being made for, if they are membership or participant contributions.