Creating a report that shows a combined giving amount for a household that is not a soft credit.

Diana Turner

Good morning:

Does anyone have or know how to pull a report that will show how much is given per household address?

This does not included a soft credit situation?

Help, please?

Diana Turner

JoAnn Strommen

I'm not aware of an RE report that can do that.  You could export needed records and manipulate in Excel with finding dup address and combining giving. Lots of work to me. Maybe someone has created a crystal report or some other option and will reply.


Are you not SCing all spouse gifts,just some are SCed? If all the gifts are SCed you could pull total from either record by combining the HC and SC amounts. Just a thot.

Diana Turner

JoAnn Strommen:

I'm not aware of an RE report that can do that.  You could export needed records and manipulate in Excel with finding dup address and combining giving. Lots of work to me. Maybe someone has created a crystal report or some other option and will reply.


Are you not SCing all spouse gifts,just some are SCed? If all the gifts are SCed you could pull total from either record by combining the HC and SC amounts. Just a thot.

Thank you JoAnn for your response.

We do NOT soft credit all spousal gifts. We have constituents who want their giving reported separately. But we need to give a report to our directors of the total amount given by households. Maybe I need to create an attribute or a constituency code for this.

JoAnn Strommen

I understand that some want giving reported separately.  For us that's achieved through reporting on HC.  But our CEO or CDO can look at either record when spouses gifts are SC. Are you looking for household giving that includes family members and/or individuals living at same address? 


I'm not following how an attribute or constituency code would help in pulling this info. Can you explain your thoughts on that?

Diana Turner

JoAnn Strommen:

I understand that some want giving reported separately.  For us that's achieved through reporting on HC.  But our CEO or CDO can look at either record when spouses gifts are SC. Are you looking for household giving that includes family members and/or individuals living at same address? 


I'm not following how an attribute or constituency code would help in pulling this info. Can you explain your thoughts on that?

What is HC? Let me see if I understand your process - You soft credit all gifts from each spouse and then create two reports - one with the soft credits to both constituents and one that is an HC?

I was thinking that an attribute or constituency code would give the ability to pull the information by adding it to be spouses records and then creating a query to pull in to the giving report. Since I haven't attempted this scenerio, it might not work as I am thinking. I wish there were a combined giving report. As I understand it, we are just looking at spouse who give on their own.

 

JoAnn Strommen

HC is hard credit.  Bill Smith makes a gift, gift is entered on his gift record - that's a HC.

Bill's spouse Sue also has a record in RE.  She is marked by checkbox on her relationship record to Bill to receive soft-credit (SC) for all gifts he gives.  And the other way around also, Bill recieves SC for any gifts Sue makes. When I look at either of their records I can see HC gifts and SC gifts. (Set up details of display - text and color - in user options.) 


The SC essentially adds it to the spouses record just by entering the gift.  If you were to use an attribute, you'd have to go to Bill's record everytime Sue made a gift and enter something but that still won't pull as a gift if you're querying/reporting on gifts because it's an attribute. Even further from intended use would be a constituency code.  Don't know how you could make that work in anyway.


I don't need to run two reports to see total for household.  I can run one report that includes HC and SC if I want to see household giving. Choose option under Soft Credit gifts to "Both" option. I can use an addressee format that will list gifts under name of Smith, Bill & Sue.  Yes, if I want to only see who gave gift (HC) it would be a second report but then Bill and Sue will each have their own total.


Test it using one record where spouses are soft-credited and see if it can't pull what you need.

Diana Turner

JoAnn; Thank you for taking so much time to respond to my question. I have a sample database I can work in; I will do as you suggest and see if the CFO is happy with that way of reporting. I really appreciate your time.