Query / Soft Credit

Debra Hildred · October 2015

Does anyone know how I can get a soft credit to show up in my query for Board member giving report by quarter? My query brings up active/current Board members and many of them have soft credits from outside donations. On the query output tap, going to gifts - soft credit - soft credit amount isn't working.

JoAnn Strommen · October 2015

My first suggestion would be while in your query, go to Tools > Query Options > Gift Processing > change Credit Soft Credits to option to both. This should then pull in gifts that the records in your query are SC for.

Patti Hommes, bCRE-PRO · October 2015

I agree with JoAnn. And, if you want matching gifts to show as well, change that to Donor.

Query / Soft Credit

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