How to generate a report excluding recurring contributions?

Question

Is there any way to get a report, ideally something like the Contribution Summary report, which allows you to filter by recurring or non-recurring contribution?

It would be quite useful to be able to get a report of all the donors who gave more than $XXX last year, but exclude recurring contributions. There are reports that will show only recurring donations, but I can't seem to find anything in reports that allows me to exclude recurring donations (obviously, this is easily done in contribution search, but that doesn't let me find aggregate contributions over the year).

If this isn't currently possible, is it as simple as looking for donations with an empty or not-empty recurring contribution ID?

Answer 1

ReportPlus (https://civicrm.org/extensions/reportplus) is worth looking at.

The included template report for 'Contribution Matrix Plus' definitely has a filter for 'Contribution is Recurring? - Any, Yes, No' already and I suspect some of the other templates will do too.

Answer 2

Eileen's Extended Reports extension has contribution reports that may help. In the latest version ('master' branch, not yet officially released), Jon added a display field "Recurring Donation?" that can be selected under the 'Columns' tab. At first glance, it doesn't seem to be possible to filter using that option, but you could export all the results and then filter using your favourite spreadsheet software.

The Donation Summary report does not have a column/filter available, but looking at Jon's patch here, it should be relatively easy to add?

In other words, a non-recurring contribution has an empty "recurring contribution ID", but it would be great to improve reports in general.

Answer 3

There are no such report that filters based on if contribution is recurring or not. As said by bgm if you are developer than you can use hook_civicrm_alterReportVar() hook or send a PR to core to add contribution recur filter on contribution report. Since you are using Drupal CMS you can create your own report using Views module. The views integration provide lots of filtering and fields selection and also you can export the results by installing relevant modules.

An example of simple view which displays contribution id having recurring.

$view = new view();
$view->name = 'contr';
$view->description = '';
$view->tag = 'default';
$view->base_table = 'civicrm_contribution';
$view->human_name = 'contr';
$view->core = 7;
$view->api_version = '3.0';
$view->disabled = FALSE; /* Edit this to true to make a default view disabled initially */

/* Display: Master */
$handler = $view->new_display('default', 'Master', 'default');
$handler->display->display_options['title'] = 'contr';
$handler->display->display_options['use_more_always'] = FALSE;
$handler->display->display_options['access']['type'] = 'none';
$handler->display->display_options['cache']['type'] = 'none';
$handler->display->display_options['query']['type'] = 'views_query';
$handler->display->display_options['exposed_form']['type'] = 'basic';
$handler->display->display_options['pager']['type'] = 'full';
$handler->display->display_options['pager']['options']['items_per_page'] = '10';
$handler->display->display_options['style_plugin'] = 'default';
$handler->display->display_options['row_plugin'] = 'fields';
/* Field: CiviCRM Contributions: Contribution ID */
$handler->display->display_options['fields']['id']['id'] = 'id';
$handler->display->display_options['fields']['id']['table'] = 'civicrm_contribution';
$handler->display->display_options['fields']['id']['field'] = 'id';
/* Filter criterion: CiviCRM  Recurring Contributions: Recurring Contribution ID */
$handler->display->display_options['filters']['id']['id'] = 'id';
$handler->display->display_options['filters']['id']['table'] = 'civicrm_contribution_recur';
$handler->display->display_options['filters']['id']['field'] = 'id';
$handler->display->display_options['filters']['id']['operator'] = 'not empty';

/* Display: Page */
$handler = $view->new_display('page', 'Page', 'page');
$handler->display->display_options['path'] = 'contr';
$translatables['contr'] = array(
  t('Master'),
  t('contr'),
  t('more'),
  t('Apply'),
  t('Reset'),
  t('Sort by'),
  t('Asc'),
  t('Desc'),
  t('Items per page'),
  t('- All -'),
  t('Offset'),
  t('« first'),
  t('‹ previous'),
  t('next ›'),
  t('last »'),
  t('Contribution ID'),
  t('.'),
  t(','),
  t('Page'),
);

Thanks

Pradeep