How to include soft credits in Giving History Report?

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Kathleen Sohnfoster
Kathleen Sohnfoster ✭
Ninth Anniversary Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello,



Since I'm new to RE, I"m not finding how to include Donor and Soft Credit when running Constituent Giving History reports. Where would I indicate that? 



Thanks so much!
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    General tab, half way down: Soft credit gifts to _____  Which option you choose depends on what you want. 
  • Kathleen Sohnfoster
    Kathleen Sohnfoster ✭
    Ninth Anniversary Facilitator 1 Photogenic
    Thank you JoAnn. I chose 'Both' to include Donor and soft credit but the donor does not show up on the report.
  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Just start tab by tab - double check your included records, included gift dates, filters, gift types.  Some where something is deleting donor from the selection process if you're sure they should be there.
  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Did the donor show up before changing the SC?  Or is it a SC donor you want to pull in the query?
  • Kathleen Sohnfoster
    Kathleen Sohnfoster ✭
    Ninth Anniversary Facilitator 1 Photogenic
    Thanks, I found a workaround. The report includes a hashtag indicating soft credit entries. I ran a second report for the Foundation that the donor donated through. It works.

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