Searching by line item financial type.

[robbrandt]

I was very excited to see this new report because we have extensive line items - and as you know most reports don't support them well. We have around 40 different "funds" that donors can give to, and we need to be able to create reports that easily spit out results on these funds, regardless of source.

But I don't see how to do this on your new report. I do see a lot of nice ways for searching based on price sets, but those aren't line items per se. For example, our most important fund is our Endowment, which appears in a handful of different contribution forms which all use price sets. I see where I can filter based on different price set items for the endowment which appear on these forms, but no single place where I can search for all line items where the financial type is "Endowment".

Also, I don't see a display column option that shows what the line item amount is. I can only show the total contribution, which I am uninterested in. Our transactions tend to be multi-line, where the Endowment is only one portion of it.

Suggestions?

[petednz]

Sort of agree - just enabled, set Columns to show FInancial Type, but it fails to separate out the different line items and therefore seems to add nothing that I can get from standard reports. Can't see what I can be doing wreong

[petednz]

perhaps issue for me is that these line items are coming in from webforms, ie they are not from a Price Set

[petednz]

I suspect SearchKit is the way ahead