Trying to write a query for the sum of soft-credited gifts

Liz Bloom

I'm trying to write a query that will show the total amount of money raised by individuals with a specific Solicit Code. I would need each individual to have this output by year. Any ideas how I might go about doing this?

JoAnn Strommen

Liz Bloom:
I'm trying to write a query that will show the total amount of money raised by individuals with a specific Solicit Code. I would need each individual to have this output by year. Any ideas how I might go about doing this?

Helping will be easier with a bit more info.  You are looking for amount soft-credited to a person not amount credited to them as the solicitor?  Do you just SC these gifts to these individuals?  No one else?  And these individuals that you want the total $ for all have the same solicit code?  The code for the donor of the $ does not matter? 

Just trying to clarify as this is definitely a different use of fields than I'm used to and want to make sure I'm thinking / looking for what you're looking for and using the same field names. 

I'm thinking that if these individuals can be grouped in a query, the best bet will be to use that in query in Export to try to export the soft credit amount using output of summary info.  On general tab 1 selecting to SC gifts to SC recipient.  Output the total for each year needed with criteria set for each year.  This will also pick up gifts where these individuals are hard credited.  But it may get you on your way...  not sure if this is what you need.

Melissa Graves 2

Liz Bloom:
I'm trying to write a query that will show the total amount of money raised by individuals with a specific Solicit Code. I would need each individual to have this output by year. Any ideas how I might go about doing this?

I think your query is just anyone with the solicit code you are looking for. You save that query and can put it into a canned report. One like the gift detail and summary report can report on several years for you.

You only mention soft credits in your subject and not sure where they fit in. You have three choices when dealing with soft credits

• Soft credit to donor - Whether or not the gift has a soft credit - it will only include gifts for each person if they were hard credited
• Soft credit to recipient - If the gift has a soft credit, it will include gifts for the person if they were soft credited - but will not include them if they were hard credited. If there is no soft credit - it will include the hard credit.
• Soft credit to both - will include the amount on both the donor and the soft credit recipients total.

Those are you choices - I do not know of a way to only show soft credits.