1

Is there a report in the Current version of CiviCRM that can tell us this? https://civicrm.org/extensions/advanced-fundraising-reports seems to have reports that will show if the giving is increased or decreased year to year, but not if it's exactly the same. Thanks!

1

I don't think there is such a report. I would probably look at using Summary Fields extension and then adding a new calculated field that does your calculation - and then report on that.

In drupal I would also consider doing this in Views and using eg views_calc to do the calculation for me instead of creating a calculated field

  • I will need to compare 16-17, and 17-18 (etc.) going into the future. It seems like a view offers more flexibility. The other reporting requirement is to ask if they gave the same for X and Y year, but then increased or decreased in Z year. – Zachary Nov 2 '18 at 21:35
1

I am going to try petednz's approach using Views Calc, but I hacked together a quick MySQL query that pulled me most of what I wanted

select year(receive_date) as year,(select display_name from civicrm_contact where civicrm_contribution.contact_id = civicrm_contact.id) as Name, contact_id, SUM(total_amount) as Gifts
from civicrm_contribution 
where (receive_date >= '2015-11-01' and receive_date <='2016-11-01') or (receive_date >= '2016-11-02' and receive_date >= '2017-11-01') or (receive_date >= '2017-11-01' and receive_date >= '2018-11-02')
group by contact_id, year, financial_type_id
having financial_type_id in (11, 12, 15, 25, 26)
ORDER BY name

Perhaps it can help someone else

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.