Soft Credits within Queries

Emily Rubino

I currently have a query created that pulls a list of constituents who have donated a total gift amount within a specific time frame. This query is pulling in soft credits for constituents, which my manager does not want to include. I am new to RE and am having trouble figuring out how to remove soft credits from appearing in a query. Is this possible? Thank you!

Heather Heyd

Emily Rubino:
I currently have a query created that pulls a list of constituents who have donated a total gift amount within a specific time frame. This query is pulling in soft credits for constituents, which my manager does not want to include. I am new to RE and am having trouble figuring out how to remove soft credits from appearing in a query. Is this possible? Thank you!

 Hi Emily,

Open your query and go to Tools/Gift Processing and make sure the "Credit Soft Credits to" option is marked for Donor (if that is your preference).

Hope that helps!

Heather

JoAnn Strommen

Emily Rubino:
I currently have a query created that pulls a list of constituents who have donated a total gift amount within a specific time frame. This query is pulling in soft credits for constituents, which my manager does not want to include. I am new to RE and am having trouble figuring out how to remove soft credits from appearing in a query. Is this possible? Thank you!

Emily,

Usually it doesn't default to include SC, so somewhere the option to include must have been selected.  While in your query, go to Tools > Query options > select the Gift Processing tab and chenge the selection for how to handle SC to Donor.  That should do it. 

You may need to look at the criteria you have selected for the total gift amount. You may have selected a filter there to include SC.

Emily Rubino

JoAnn Strommen:

Emily,

Usually it doesn't default to include SC, so somewhere the option to include must have been selected.  While in your query, go to Tools > Query options > select the Gift Processing tab and chenge the selection for how to handle SC to Donor.  That should do it. 

You may need to look at the criteria you have selected for the total gift amount. You may have selected a filter there to include SC.

Thank you Heather and JoAnn! This fixed the issue. I appreciate your help!

Naomi Harding

Emily Rubino:
Thank you Heather and JoAnn! This fixed the issue. I appreciate your help!

Hi everyone,

I just wanted to let you know that the setting selected in Configuration, Business Rules, Gift Options, General Options drive how handling of Soft Credits and Matching Gifts defaults in Reports, Mail, Query and Export. We recommend setting the values that you usually use and then changing the default settings within those tasks as needed.

Thanks,

Naomi