Updated link to explanation of TargetSmart codes: https://collab.wikimedia.org/wiki/Fundraising/MajorGiftsandFoundations#Key_to_TargetSmart_Coding

Is this something we could have Giant Rabbit help with?

@RLewis @LeanneS and I created a prototype on staging: https://civicrm.frdev.wikimedia.org/civicrm/report/instance/94?reset=1&output=criteria

Let's continue to talk about this and try to find a solution without engineers :)

Here is a new link on staging:
https://civicrm.frdev.wikimedia.org/civicrm/report/instance/91?reset=1&force=1

@RLewis please review

@DStrine and @CaitVirtue all the field requested as present.

I do have a few concerns:

• • • I did notice was duplicate rows for the same donors with the same contact ID, why does this? This would require a lot of cleaning up when we export the file to csv.
  • How are we dealing with communication preferences for donors returned from the report? Do we want to include these in the report?
• there is very little data for the 3 custom fields we want to search

I'm not sure about the duplicate rows. @Eileenmcnaughton can you tell what's happening there?

for your other points:
The report I generated is an test. MG needs to play with these reports and try to generate them on their own. Add and removing fields to try different results. Please register any bugs you find as separate tasks.

@DStrine https://civicrm.frdev.wikimedia.org/civicrm/report/instance/91?reset=1&force=1 is a contribution-based report - so it's given a row for every contribution the person has made...

I could have sworn I started with a donor report. Is there a way to switch once you've made it? If not, I'll retry with a donor report template later.

no :-(

Here is a new prototype:

https://civicrm.frdev.wikimedia.org/civicrm/report/instance/96?reset=1&force=1

@Eileenmcnaughton and @DStrine thanks for the new prototype. Just a few things to add after chatting with Virtue last week:

• the load time for the report is really slow, sometimes it doesn't load for me at all and I receive the 504 Gateway error message
• Virtue asked to remove the $1k smartgroup as this will only bring back a tiny subset of donors who have the 3 custom fields that we want to filter on
• Are we able to edit the report ourselves once its created on production?

@RLewis we have a ticket in for the slowness https://phabricator.wikimedia.org/T136158 - ironically removing the $1k smartgroup filter will also resolve the slowness as the slowness is caused by the way that group filter is being handled.

You should be fine to edit the report yourself - I would just suggest you do any testing on it on staging just in case you trigger a slow query which might cause a server problem

@Eileenmcnaughton thanks for the update. I'll test it out and let you know if there are any issues.

@CaitVirtue @RLewis I created a basic report on live at civicrm/report/instance/82

This does a find job of

Disc Income Decile is one of 1,2,3 AND Income Range Is one of H, I, J, K, L, M

but it doesn't really cover the 'OR'. We could look at setting up smart groups for this - or it might be that what you really want is some sort of calculation based on the combination of those fields? Like a combined score?

Do you want to have a quick chat about it? My calendar (unlike both of yours!) is pretty empty tomorrow after out stand up

@Eileenmcnaughton and @DStrine Virtue and I just reviewed the report and it looks great. We made some edits to the columns which I saved, see here - https://civicrm.wikimedia.org/civicrm/report/instance/85?reset=1&output=criteria

I think we're all set with this report now.

@RLewis cool! this is your report now. edit it however you wish :)