How to show multiple soft credits in a Crystal Report

Cheena DeAraujoDesir

So I credit a daily report that shows donors by the day (most recent to latest). One snag, I ran into is a situation that excludes another soft credit if soft credited to the same Donor Advised fund or if there are two soft credits for a gift.


The crystal is Grouped by Date, then Grouped by SortKey with Constituent Name displayed. All outputs are on the Grouped by Sortkey line.


Help!

Maddi Paulsen

Cheena DeAraujo-Desir:

So I credit a daily report that shows donors by the day (most recent to latest). One snag, I ran into is a situation that excludes another soft credit if soft credited to the same Donor Advised fund or if there are two soft credits for a gift.


The crystal is Grouped by Date, then Grouped by SortKey with Constituent Name displayed. All outputs are on the Grouped by Sortkey line.


Help!

Cheena, are the soft credit recipients being included in the report as donors? Or are you reporting on the soft credit recipients for each gift?


If you're looking to include the soft credit recipients as donors, then you'll want to be sure that you're crediting soft credits to both the donor and the soft credit recipient. If you're including a query, you'll have to make that change in the query itself (by selecting Tools>Query Options>Gift Processing, and then marking the "Both" radio button under "Credit Soft Credits to"). 


If you're including the soft credit recipient name in your export, then you'll want to make sure the number of soft credits to export is more than 1. I generally use the maximum number of soft credits that any single gift may have. You can change this value in the export on the Output tab (by highlighting Soft Credits under "Output" and clicking Criteria). 

Cheena DeAraujoDesir

UPDATE: I was able to solve one part of my problem.


If you have 2 separate gift records from a DAF (i.e. Fidelity is my usual culprit), then don't use the SortKey, use the Gift Key. This way it pulls them separately and displays the soft credits accordingly.


As for my other problem, I have it pull the full max on soft credits. I can see the second individual when I browse the field but the report does not show them. I am think I need to use the soft credit keys in some way like I did the above example but how do I write that particular string to make it happen.

Marci Makin

Cheena DeAraujo-Desir:
UPDATE: I was able to solve one part of my problem.


If you have 2 separate gift records from a DAF (i.e. Fidelity is my usual culprit), then don't use the SortKey, use the Gift Key. This way it pulls them separately and displays the soft credits accordingly.


As for my other problem, I have it pull the full max on soft credits. I can see the second individual when I browse the field but the report does not show them. I am think I need to use the soft credit keys in some way like I did the above example but how do I write that particular string to make it happen.

We do a daily gift report that shows all the soft credits from the donor and their amounts.  It has to be done as subreport to make it show properly.  My subreport is this:

Formula Field called Soft Credit and this is the formula {@Soft Credit} + " " + ToText({GfSfCrdt_1.GfSfCrdt_1_Amount}).  I hope this helps.


Marci

Tammie Cach Abdu

I think you need to put the soft credit in the "Details" section in order for it to show. Still keep it grouped, but in order to get the multiple gifts to show, it needs to be in "Details".




Cheena DeAraujo-Desir:

So I credit a daily report that shows donors by the day (most recent to latest). One snag, I ran into is a situation that excludes another soft credit if soft credited to the same Donor Advised fund or if there are two soft credits for a gift.


The crystal is Grouped by Date, then Grouped by SortKey with Constituent Name displayed. All outputs are on the Grouped by Sortkey line.


Help!

 

Cheena DeAraujoDesir

Tammie Cach Abdu:

I think you need to put the soft credit in the "Details" section in order for it to show. Still keep it grouped, but in order to get the multiple gifts to show, it needs to be in "Details".




Cheena DeAraujo-Desir:

So I credit a daily report that shows donors by the day (most recent to latest). One snag, I ran into is a situation that excludes another soft credit if soft credited to the same Donor Advised fund or if there are two soft credits for a gift.


The crystal is Grouped by Date, then Grouped by SortKey with Constituent Name displayed. All outputs are on the Grouped by Sortkey line.


Help!

 

I tried that but how do I line that up to the rest of the report. And how do I keep from duplicating the Hard Donor and gift amount?

 

James Andrews

Cheena DeAraujo-Desir:

Tammie Cach Abdu:

I think you need to put the soft credit in the "Details" section in order for it to show. Still keep it grouped, but in order to get the multiple gifts to show, it needs to be in "Details".




Cheena DeAraujo-Desir:

So I credit a daily report that shows donors by the day (most recent to latest). One snag, I ran into is a situation that excludes another soft credit if soft credited to the same Donor Advised fund or if there are two soft credits for a gift.


The crystal is Grouped by Date, then Grouped by SortKey with Constituent Name displayed. All outputs are on the Grouped by Sortkey line.


Help!

 

I tried that but how do I line that up to the rest of the report. And how do I keep from duplicating the Hard Donor and gift amount?

 

 

Put the soft credit info in a subreport, put that subreport in the group header with the gift ID.