developer | St. Francis Old Catholic Church

Employment type: 
Contract
Telecommute: 
Allowed

I've attempted to get assistance with this on the CiviCRM forums without any luck other than for lobo to say go hire a developer but all the developers either want $500 or more or won't touch it because it's a small project. So I'm reaching out to see if there is another developer who might be interested. I'm looking to have two reports in CiviCRM combined into one report and some data added to the reports. The two reports are the Activity Summary Report and the Donor Report (Summary).

I would like to add the Notes from a specific Contact to the report within the selected date range of the report.

For instance, Notes will be entered on a certain contact (The national church organization record). A report will be run which will ask for the Date Range and it will include all the notes added to that specific contact on the report for the date range.

I've also added the Duration field from the Activities. It needs to be totaled for each Activity Type that has a duration entered (not all Activities will have a duration).

The Income/Expenses Section of the report is one that I'm struggling with how to accomplish. My initial thought is to add a contribution type for the various Activities (Weddings, Funerals) and for donations from a Service. So for example there would be contribution types: In-Kind, Wedding, Funeral, Mass Plate Offerings(this would be a total of all cash received at a particular service), Mass Tithe (this would be checks or envelopes credited to specific person). I have a custom data field added to contributions which allows me to select whether it was Personal or Ministry Income.

(Personal income is income paid directly to me from ministry activities (wedding/ funeral stipends etc.) it is NOT income from secular employment. Ministerial income is monies given at collection during Mass, and other funds given to the church to support the activities. In-kind are goods and services (computers, blankets, professional services, etc.) given or received by you personally, or by your ministry.)

The Section at the top of the report I'm not sure the best way to approach. The two checkbox options (this report covers a parish or individual clergy) - I'd like to have the report prompt under Report Criteria or Report Settings for that as one of the options. Also the Parish/Ministry Name - can that be an option to select an existing contact? The Diocese/Province and location could be pulled from the Contact record (custom data and address fields) based on which Contact was selected for the parish/ministry name. The reporting clergy is the name of the person running the report.

I'd be most appreciative if someone could help me with this. I know it's not much but I could spare an extra $100 to anyone who got this report working for me.

I've attached a pdf of what the report might look like when finished.

AttachmentSize
Report Customization Example.pdf50.46 KB
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