Exporting soft credits

Amy Disch

Hello everyone,

For better or worse, we have a lot of soft credits in our database and it frustrates me that I can't do a query on total giving while at the same time asking to see fund split amount and soft credit name.

I've worked around this by running a query, then putting the query through export, but I'm still encountering issues.

My query is for all constituents with any giving that have an organization relationship on their record, so I ran a query for total giving greater than $0 (and filtered for particular gift types and gift codes) and organization relation organization name not blank. This gave me a list of 591 constituents, with some duplicates because some folks had more than one organizational relationship on their record.

So I took the query and ran it through export, and asked for constituent name, organization name, organization relationship, organization reciprocal relationship, soft credit amount, soft credit name, and total gift amount. I asked for the output to give me one gift per constituent and one soft credit gift per constiuent.

There aren't a lot of soft credits with this list, so I eyeballed a few of these folks to make sure the total giving and soft credit giving amounts were correct. Total giving works fine, but for soft credit, because I only requested one gift per constiuent, I'm only getting the first instance of a soft credit rather than all soft credits. For instance, Bob Jones gave a total of three $100 gifts, all of which were soft credited to his spouse, Sally. I see $300 total giving for Bob, but only $100 as the soft credit amount.

Are they any options for seeing all soft credits, or a better way to approach this? Thanks very much for any and all advice!

James Andrews

Amy Disch:

Hello everyone,

For better or worse, we have a lot of soft credits in our database and it frustrates me that I can't do a query on total giving while at the same time asking to see fund split amount and soft credit name.

I've worked around this by running a query, then putting the query through export, but I'm still encountering issues.

My query is for all constituents with any giving that have an organization relationship on their record, so I ran a query for total giving greater than $0 (and filtered for particular gift types and gift codes) and organization relation organization name not blank. This gave me a list of 591 constituents, with some duplicates because some folks had more than one organizational relationship on their record.

So I took the query and ran it through export, and asked for constituent name, organization name, organization relationship, organization reciprocal relationship, soft credit amount, soft credit name, and total gift amount. I asked for the output to give me one gift per constituent and one soft credit gift per constiuent.

There aren't a lot of soft credits with this list, so I eyeballed a few of these folks to make sure the total giving and soft credit giving amounts were correct. Total giving works fine, but for soft credit, because I only requested one gift per constiuent, I'm only getting the first instance of a soft credit rather than all soft credits. For instance, Bob Jones gave a total of three $100 gifts, all of which were soft credited to his spouse, Sally. I see $300 total giving for Bob, but only $100 as the soft credit amount.

Are they any options for seeing all soft credits, or a better way to approach this? Thanks very much for any and all advice!

Since you're doing the analysis outside of RE anyway, could you start with a gift query and sum things up in Excel or Access? That way you'd have one line per gift, with the gift amount, the donor name and the soft credit name and amount in separate columns.

JoAnn Strommen

Amy Disch:

Hello everyone,

For better or worse, we have a lot of soft credits in our database and it frustrates me that I can't do a query on total giving while at the same time asking to see fund split amount and soft credit name.

I've worked around this by running a query, then putting the query through export, but I'm still encountering issues.

My query is for all constituents with any giving that have an organization relationship on their record, so I ran a query for total giving greater than $0 (and filtered for particular gift types and gift codes) and organization relation organization name not blank. This gave me a list of 591 constituents, with some duplicates because some folks had more than one organizational relationship on their record.

So I took the query and ran it through export, and asked for constituent name, organization name, organization relationship, organization reciprocal relationship, soft credit amount, soft credit name, and total gift amount. I asked for the output to give me one gift per constituent and one soft credit gift per constiuent.

There aren't a lot of soft credits with this list, so I eyeballed a few of these folks to make sure the total giving and soft credit giving amounts were correct. Total giving works fine, but for soft credit, because I only requested one gift per constiuent, I'm only getting the first instance of a soft credit rather than all soft credits. For instance, Bob Jones gave a total of three $100 gifts, all of which were soft credited to his spouse, Sally. I see $300 total giving for Bob, but only $100 as the soft credit amount.

Are they any options for seeing all soft credits, or a better way to approach this? Thanks very much for any and all advice!

If you want to stick with your export, just change the # of gifts you want to see in the export.  If you put "5" and they only have 1, you'll just get 1. 

Amy Disch

JoAnn Strommen:

If you want to stick with your export, just change the # of gifts you want to see in the export.  If you put "5" and they only have 1, you'll just get 1. 

Thank you JoAnn. I'll try adjusting the number of gifts. Picking a number is a bit tricky for me because I don't want to go too low and miss any soft credits. Some of the gifts in our database have several people soft-credited.

Amy Disch

James Andrews:
Since you're doing the analysis outside of RE anyway, could you start with a gift query and sum things up in Excel or Access? That way you'd have one line per gift, with the gift amount, the donor name and the soft credit name and amount in separate columns.

Thank you James. I'll try a gift query and running it through export as well, and will see how that works when I'm back in the office tomorrow.

Kristin Auerbach

Did you find a solution? We are having the same problem with soft credits. 

I want to run one report that lists all donors with a) total giving/pledged to a certain campaign b) how much has been paid on that pledge and c) the balance on the pledge. 

Since we have many individuals listed as soft credits for private company gifts, both the individual and the company are on the report...therefore we are double counting. 

 

Kristin Auerbach

Did you find a solution? We are having the same problem with soft credits. 

I want to run one report that lists all donors with a) total giving/pledged to a certain campaign b) how much has been paid on that pledge and c) the balance on the pledge. 

Since we have many individuals listed as soft credits for private company gifts, both the individual and the company are on the report...therefore we are double counting. 

 

Cathleen Mai

Kristin, Not quite sure if  I am missing something here, but for your report the canned "Pledge Status report" under "Reports/ Pledge and Recurring gift reports" should work, it has the option to choose soft credit gift to: the Donor. That would avoid the double counting.