1

We'd like to acknowledge donors who have given continuously for (say) 5 years. Let's say 'continuous' means at least one donation in a year. How could these contacts be identified and reported? I've looked at all the contribution reports, including the Powerbase report extension, and thought about smart groups but I can't see a way of detecting these. There is the 'Recurring contributions' report but that doesn't do it as these donations may not necessarily be defined as recurring contributions. We're using Drupal so could use Drupal Views, but I'm not sure that would be able to do it.

1 Answer 1

2

I'm unaware of a way to do this with out-of-the-box features in CiviCRM. However we recently did this for a client by extending the Summary Fields extension, defining a Summary Field that calculates Yes/No based on whether the contact has at least one completed contributions of a certain Financial Type in each of the 5 most recent years. Sounds almost exactly like what you describe.

So my answer here would be "yes, totally possible by extending Summary Fields".

2
  • Thanks, very interesting, will give it a try and report back.
    – Andy Clark
    Jun 25, 2019 at 20:56
  • Great, I'm looking forward to your findings.
    – TwoMice
    Jun 26, 2019 at 15:00

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge that you have read and understand our privacy policy and code of conduct.

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