Unexpected results from a query asking for soft credit information

Ryan Hyde · February 2018

Hi folks! So I've got a novel situation that I'm having a little trouble making sense of. I think it's possible that this may be a new bug in RE, but I'd like to bounce the idea off of you bright folks and see if I can get any confirmation on what I'm seeing. I'm running RE7 and I'm hosted, so I have the most recent patch. If you're in the same boat, see if you can follow along and get the same results.

So I've got a query that's looking for people who have given a gift of $250+ within the past couple of years. I want the query to consider soft credits when making the determination, but I only want it to consider the distribution on the gift and not to count the entire gift amount. So if John Doe is soft credited for $20 of a $1,000 gift (and he has no other large gifts on his record), he shouldn't show up in the results of the query.

As we all know, this can be accomplished by going to Tools > Query Options > Gift Processing, selecting "both" from the Credit Soft Credits To section, and selecting "use amount in grid" from the dropdown menu.

Problem is, John Doe still shows up in my query. He shouldn't. If you look at his record visually, you see he only has a $20 gift on there, but he's still showing up and it has to be because the gift he's soft credited from is greater than $250. And furthermore, I know for sure that this didn't used to happen. My suspicion is that this is a bug in the most reent patch.

Can someone in my same hosting setup please create a similar query and see if the results are correct? It may be easiest to create a temporary/fake gift and soft credit setup on a couple of dummy records and test to see if that dummy record shows up in your results. If this also happens for you, I'll bring it up to support, but right now the queue is more than 10 people deep and I just don't feel like waiting that long (slash also I'll probably be gone for the day before they get to me).

Thanks!

Ryan Hyde · February 2018

Just got off the line with support (the queue went faster than expected). The support guy confirmed this looks like something wrong with the system.

So, if you are actively using a query that looks at soft credits in the way I described, be careful! It's likely giving you incorrect results.

Cathleen Mai · February 2018

I believe I have that issue when there are multiple soft credit recipients on the gift record.

When I run either a constituent or a gift query and output the gift amount, with the query option you mentioned, it shows the total of the gift (the $1000) instead of the individuals sc amount. We are self hosted and on 7.95 Patch 3.

Ryan Hyde · February 2018

Is it showing the entire amount for the constituent the gift is hard credited to or to the constituent the gift is soft credited to, or both?

Output in query isn't very robust, so I would imagien (without testing right here and now) that it would output the complete amount to the hard credited constituent and nothing at all for the soft credited constituents. Is that what your'e seeing?

Cathleen Mai · February 2018

I am seeing the complete gift amount next to the sc recipient name, when I output gift amount. In order to see the sc amount I need to use the output "sc amount". Might just be me, but it's confusing. Why do we set the option to run the query with "sc to both/ according to the grid" then?

Ryan Hyde · February 2018

I've never used that output option, so I don't know about that.

However, the reason we'd use the gift processing settings like this is to group the correct people into a query, not necessarily to output accurate sc info from a query. That's what Export is for.

Cathleen Mai · February 2018

I understand, it's about who is beeing pulled into the query, rather than what the output fields show.

Just out of curiosity I just tried using -soft credit amount greater than- as the criteria, but it still pulls constituents which were soft creditet less. And I'm on the older version. Hmm..

Marie Stark · February 2018

I also have had this problem going back to version 7.3.

I found in query that using the field "Gift Amount to Credit to Constituent" greater than $___ gives me the desired results.

Ryan Hyde · February 2018

Marie, that's the official word I just got back from Blackbaud. I had honestly never tried that before, but it does in fact work on my production query that prompted this whole discussion. I swear Gift Amount had always worked in this scenario in the past, but I suppose I cant rule out the possibility that I've always been doing this wrong. I super hope that's not the case, but, c'est la vie.

Ryan Hyde · February 2018

Cathleen Mai:

I understand, it's about who is beeing pulled into the query, rather than what the output fields show.

Just out of curiosity I just tried using -soft credit amount greater than- as the criteria, but it still pulls constituents which were soft creditet less. And I'm on the older version. Hmm..

Try Marie's method here. I'm using Summary Total Number of Gifts, and in the Filter tab I'm going to Gift > Amount to Credit To Constituent is greater than/equal to [criteria] and it gives me accurate results.

Cathleen Mai · February 2018

Thx Marie!

Unexpected results from a query asking for soft credit information

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