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I need a report of contributions which has a row for each contribution, and then analysis by showing a column for each financial type, and the total amount of the contribution in the right financial type column. Is there any way of doing this without programming an extension?

I include a screenshot of the kind of thing I need. The columns to right of VAT are financial types, so each payment is broken down into VAT (if applicable) and one or more financial types.

enter image description here

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  • How many financial types are we talking about? You want hard-coded columns for each one?
    – Coleman
    Sep 18, 2020 at 18:56

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I am not sure you would get the exact requirement you looking for but you can use contribution pivot reports to group the records based on financial type via

  1. Extended report

or

  1. Report plus
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  • Thanks a lot Pradeep. I tried a bit but could not see how to configure each financial type to have its own column. I will try again.
    – Edward Peters
    Sep 17, 2020 at 12:54
  • Column would be difficult. I think you are referring to financial type of line item associated with contribution
    – Pradeep Nayak
    Sep 17, 2020 at 12:56
  • You don't need it to be its own column if you use a pivot as Pradeep is saying, which can sum up the contributions by the financial type, which I'm guessing is why you want it in its own column. You can also export to excel and do a pivot table there.
    – Demerit
    Sep 17, 2020 at 13:16
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The new search extension (ships with 5.30 but is still hidden & you have to install via the api) gets close - you can see it's giving numbers for financial type & I don't have a friendly theme enabled but the totals are there

search creator

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  • The numbers for financial type thing should be fixed by 5.31.
    – Coleman
    Sep 21, 2020 at 15:11
  • Thank you Eileen and Coleman. The thing is I need one row per contribution, not totals, and with the breakdown by financial type shown as columns. I will provide an example screenshot.
    – Edward Peters
    Sep 22, 2020 at 6:55
  • I've updated the screenshot to reflect what will be in the 5.31 release (which will be in rc from first Wed in Oct)
    – eileen
    Sep 25, 2020 at 12:39

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