How do I create a report of donors (users)

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1

I am developing a donation app and would like help creating a report with all the donors who donated to the same NGO. This report will be made available to the partner NGO. Would it be better to use the list of donations or users to apply the filter?

2

Hi @raphaelbcs,

That depends on how you set up your collections.
Most common case may look like: Many Donations → 1 User, and Many Donations → 1 NGO. So in order to display donations’ full info, you will have something like:

  • Screen with a List of NGOs, from a list you go to
  • Screen with Current NGO. You can display a list of Donations here, filtered by Current NGO → Donations.
  • And in order to get user info, you use data via relationship Donation → User.

Best,
Victor.

3

Hi, Victor thanks for your response. Will this ensure that each donor appears only once on the list? “Many Donations → 1 User, and Many Donations → 1 NGO.” I did it!

4

Hi @raphaelbcs,

One of the ways to display unique Users is to add a new relationship (M:M) User - NGO. When a User creates Donation record, you also set this relationship. Then you can have a list of Users filtered by NGO.
Of course you will need to maintain this relationship correctly (e.g. if you remove donation record for some reason, you need to check if there are other records so you need to remove the relationship or not).

Best,
Victor.

5

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