Hard Credits and Soft Credits in Export

Denise Hawks

I am tasked with providing a report on our 50 Top Donors. 

I began with a query for donors giving $X amount (hard credits and soft credits) and found the people I was looking for.

I then set up an export to include columns for hard credit gift totals and soft credit totals and then total hard + soft credits together.

This is not working for me

Do I need to have separate columns in query for hard credits and soft credits?

I am stumped!

JoAnn Strommen

Have you tried Reports > Analytical > Top Donors Report?  It may give you what you need in a quick canned report.

Denise Hawks

JoAnn,

The canned report groups the top donors, but it does not show how much is hard credit, and how much is soft credit.

I need specific $ for each.

 

JoAnn Strommen

Sorry, didn't get that you need both amounts.  Don't know an easy way to get in one fell swoop.  Query gets so messy to me when doing SC.  Hopefully someone who has run something similar can jump in with a solution. You may need two queries to pull the amounts, export to excel, merge and use a v-lookup function.  Just don't have the time today to play with this one.

Lauren Schler CFRE bCREPro

A constituent export can produce this for you. Create two gift
summary fields, one with hard credit settings and one with soft
credit settings. One the filter tab of soft credit summary set up,
attach a gift query with the criteria Soft credit name Not Blank.
This will show you only soft credit amounts. Please feel free to
reach out to me privately if you want a screen shot of this. It
works really well. 

Sent from my
Verizon, Samsung Galaxy smartphone

-------- Original message --------

Ryan Hyde

Lauren has the correct answer here. You need the query that looks for soft credit gifts piped into your filter because setting "soft credits go to Soft credit recipients" on the General tab doesn't help you if a particular hard credit has no soft credits on it.


So say I have two hard credited gifts on my record, both worth $100, and I have ZERO soft credited gifts. On one of my hard credited gifts, my wife is soft credited. On the other, nobody is soft credited. If you only set up the soft credit info on the General tab, the $100 that is soft credited to my wife will not show up in the results, but the $100 that has no soft credits at all WILL show up in the results, which is not what you want.


By filtering on a query that looks only at soft credits, the $100 that has no soft credits disappears because it doesn't fit the parameters. This will result in a soft credit total of $0, which is what you'd want in this case. 

Lauren Schler CFRE bCREPro

Be sure to set the soft credit setting on your gift query to
credit to donor (hard credit).

Sent from my
Verizon, Samsung Galaxy smartphone

-------- Original message --------

Denise Hawks

Lauren Schler, CFRE, bCRE-Pro:

A constituent export can produce this for you. Create two gift summary fields, one with hard credit settings and one with soft credit settings. One the filter tab of soft credit summary set up, attach a gift query with the criteria Soft credit name Not Blank. This will show you only soft credit amounts. Please feel free to reach out to me privately if you want a screen shot of this. It works really well. 

 

 

 

Sent from my Verizon, Samsung Galaxy smartphone

 

 

-------- Original message --------

Lauren, Thank you so very much!!!! This is exactly the piece I needed to generate the information!!!!

I Give you a Great big GOLD STAR for your help today!!! 

 

Denise Hawks

Ryan Hyde:

Lauren has the correct answer here. You need the query that looks for soft credit gifts piped into your filter because setting "soft credits go to Soft credit recipients" on the General tab doesn't help you if a particular hard credit has no soft credits on it.


So say I have two hard credited gifts on my record, both worth $100, and I have ZERO soft credited gifts. On one of my hard credited gifts, my wife is soft credited. On the other, nobody is soft credited. If you only set up the soft credit info on the General tab, the $100 that is soft credited to my wife will not show up in the results, but the $100 that has no soft credits at all WILL show up in the results, which is not what you want.


By filtering on a query that looks only at soft credits, the $100 that has no soft credits disappears because it doesn't fit the parameters. This will result in a soft credit total of $0, which is what you'd want in this case. 

Thank you for your help, Ryan! This really helps me to understand why some gifts were showing up and others were not.

 

Lauren Schler CFRE bCREPro

I'm glad I could be helpful! I was excited when I learned how
to do this!

Sent from my
Verizon, Samsung Galaxy smartphone

Denise Hawks

 

Denise
Hawks

Donor
Relations Coordinator

Hope
Ministries

PO
Box 862

Des
Moines, IA 50304

515-265-7272
ext 1008

dhawks@hopeiowa.org

 

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