I am looking for anyone who has created a custom report which would list constituents and their total gifts & pledges including, soft credits, pledges (whether just pledged or pledged and received) and matching gifts. I am not sure if this is even possible so I am wondering if others have been given this same task and have come up with a solution. I would love feed back from anyone who has attempted this. Thanks in advance.
Unknown said: I am looking for anyone who has created a custom report which would list constituents and their total gifts & pledges including, soft credits, pledges (whether just pledged or pledged and received) and matching gifts. I am not sure if this is even possible so I am wondering if others have been given this same task and have come up with a solution. I would love feed back from anyone who has attempted this. Thanks in advance.
It is definitely possible to report on total giving including things you list, even soft credits. A nice view that includes contributions by customer_no and SC's by creditee_no as "customer_no" (if that makes sense) is recommended to simplify your life re: reporting. I can elaborate further and/or send suggested code if you'd like.
I will gladly accept any code you want to send my way.