Cannot Report on All Donor Gifts with or Without Soft Credit
  • 18 Jan 2023
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Cannot Report on All Donor Gifts with or Without Soft Credit

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Article summary

Cannot Report on All Donor Gifts with or Without Soft Credit. There is no report or data grid in which all gifts can be reported on.


A: If the donor is the person who gave the gift regardless of if there is a soft credit on that gift

B. Any gift where the donor received a soft credit but was not the person who gave the gift.

Answer:

We are currently evaluating this issue.

Steps To Duplicate

  1. Run Gift History with Soft Credit report, use selection criteria of Gift ID Code or Profile ID code using OR as a selection criteria.
  2. Note that only gifts that had a soft credit show on report. Gifts with no soft credit that the donor gave do not show.
  3. Run the gift history by donor report.
  4. Note that only gifts that had a soft credit show on report. Gifts with no soft credit that the donor gave do not show.
  5. In the gift module\gift history tab try the Gifthistory, giftsoftcredits database table combination, which is All posted gifts with softcredits, database combination using the selection criteria of Gift ID Code or Profile ID code using OR as a selection criteria.
  6. Note that Note that only gifts that had a soft credit show on report. Gifts with no soft credit that the donor gave do not show.
  7. In the gift module\gift history tab try the Gifthistory,profile,donor,funddetailhistory, fund, giftsoftcredits database table combination, which is All posted gifts with fund, donor, profile and soft credits with outer join
  8. Use the selection criteria of GiftHi ID Code or Profile ID code using OR as a selection criteria.
  9. See question marks for the soft credit amount and blank soft credit ID code column
  10. In the gift module\gift history tab try the gifthistory, giftsoftcredits database combination, which is All posted gifts outer joined with soft credits
  11. See question marks for the soft credit amount and blank soft credit ID code column

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