Query / Soft Credit

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Debra Hildred
Debra Hildred
Tenth Anniversary First Comment Boomerang (2024) Loyalty Badge
in Blackbaud Raiser's Edge NXT®: General Discussion
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. 

 
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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    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
    Patti Hommes, bCRE-PRO
    Tenth Anniversary 100 Comments 25 Likes Photogenic
    I agree with JoAnn. And, if you want matching gifts to show as well, change that to Donor.

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