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dev/search#63 Add recurring contributions to contribution reports #20168

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larssandergreen
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I've added Contribution Recurring as a filter, column and group by to the Contribution Summary report. After this has been reviewed, I'll add the same to other relevant reports. Thanks to @sluc23 for the dbAlias that I copied from his Report Plus extension.

@civibot
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civibot bot commented Apr 27, 2021

(Standard links)

@civibot civibot bot added the master label Apr 27, 2021
@larssandergreen
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Not totally clear to me if I need the dbAlias in each of the three here, but testing seems to indicate yes.

@larssandergreen larssandergreen changed the title Add recurring contributions to contribution reports dev/search#63 Add recurring contributions to contribution reports Apr 27, 2021
@eileenmcnaughton
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Makes sense - @yashodha are you OK to review this?

@MegaphoneJon
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I'm not suggesting this isn't a worthwhile endeavor to do in core - but I want to point out that this already exists in Extended Reports, which has many improved versions of the core reports.

@larssandergreen
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@MegaphoneJon I didn't realise that this functionality exists in Extended Reports, because in order to filter for recurring or non-recurring payments you need to know that non-recurring payments have a null recurring payments field and recurring payments a non-null field. So hopefully this is a little simpler for folks like me who didn't know the database structure. But Extended Reports is great for flexibility and I think it's good to have this available in both.

@eileenmcnaughton
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I'm going to merge this - it seems fairly straight forward & obviously useful in some cases.

@eileenmcnaughton eileenmcnaughton merged commit 02952b2 into civicrm:master Aug 14, 2021
@larssandergreen larssandergreen deleted the add-recurring-filter-to-contribution-summary-report branch November 5, 2022 00:15
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3 participants