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Let's say I have these groups of donors:

  • Small donor, gave < $100 in the past year.
  • Medium donor, gave $100-500 in the past year.
  • Major donor, gave > $500 in the past year.

What's the best way to get a count of all these in one place? My best thought is to create smart groups - then I'd need a report of "Counts by Group". Does such a thing exist? What if I use aggregation with a Drupal View?

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4 Answers 4

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AGH Strategies has written a report to do this, which is available as an extension: Donor Tier Report.

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you could use the Summary fields Extension. Also, CiviCRM comes with a custom search (/civicrm/contact/search/custom?csid=2&reset=1) that would allow you to search for contacts that meet the criteria and create smart groups as you suggested.

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  • Thank you! However, my question isn't about how to create the smart groups. Instead, it's how to run a report that has a GROUP BY using the groups.
    – Jon G - Megaphone Tech
    Commented Apr 3, 2017 at 21:17
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Personally I would probably always use CiviRules (https://civicrm.org/extensions/civirules) to do donor segmentation, allowing you to have groups to report on.

There is an example of donor segmentation with CiviRules on https://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+Example+Donor+Classification

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Yes I would use Aggregation in Views - and I would base that on using Summary Fields extension.

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