Hi Everyone - I hope you are all safe and well. Posting because reporting on soft credits is difficult and stressful right now.
We are trying to evaluate everything from Board members’ past campaign giving, to lifetime giving, to year over year numbers for specific campaigns. I am expected to turn these reports around quickly for Executive leadership and Board members, and it is really hard given the limitations on effectively outputting soft credits.
Does anyone have this “figured out”? Any hacks you recommend? We probably need to implement a customization, and we are really fortunate with an awesome DBA.
Thanks for any help you can offer! – Tele
The stock report, Fund Activity Report, provides soft creditee information. Unfortunately if you run it on a board list, for example, it only references the owner column, not creditee. So you'll need to output it for your range of time, and in excel narrow down to trustee households that were credited. Slower but doable.
I do recommend having a custom report built that will provide gifts that are hard or soft credited, based on a list. I recently asked our DBA to build a custom contribution report that provides all fields recorded with a gift, with parameters that can be FY-based or campaign based, and the list option runs on creditees and hard credited accounts.
Hope that helps.Megan
Thank you, Megan! Hope you are well. I have been using the fund activity report so far. It is just more time consuming than I would prefer in a time crunch. I know almost every fundraising team at a nonprofit would want to know detail on creditee reporting; I wish it were more accessible in Tessitura! Thanks again.
You and so many more. I hope you can get a custom option going soon!