Creating lists of soft-credited donors

Hi Kelsey,

I can’t advise in adding data to the system table, but one way to find a list of donors with soft credits out of the box is by running the Campaign Giving Comparison report in the Campaign and Appeal folder.  Although this report is mostly used for comparing two campaigns, one can use it for other purposes.  In this case select the campaign(s) you want to view.  If you only want one campaign select any campaign for the 2^nd group.  On the second screen you can select what creditee types you want to include.   When the report is exported as a CSV file, the actual donor amount is in one column and the credited amount is in a separate column.   Creating a column to add the donor amt and credited amt will give the total amount to the first campaign group.  By using a data filter for this new total amounts you can find total giving >= to the amount you are looking for.  You can then copy these id numbers into a new file to import them as a list back into Tessitura.   Although this might be a long way around, it’s a relatively easy way to find donors at a certain level with soft credits for those who might not have a lot of technical support to create custom views, etc.

T.C. Brown

PSO Database Administrator

412.392.4834

Hi there,

I'm trying to pull a list of all $5,000 + donors, and I need to include all donors who have been soft-credited; for example, the list will pull foundations, but not the constituent attached to the foundation.  I've been told I need to add a field for this in system tables, and that someone on this forum might be able to walk me through it.  Can someone help me out?  

Thanks so much! 

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Hi Kelsey,

I can’t advise in adding data to the system table, but one way to find a list of donors with soft credits out of the box is by running the Campaign Giving Comparison report in the Campaign and Appeal folder.  Although this report is mostly used for comparing two campaigns, one can use it for other purposes.  In this case select the campaign(s) you want to view.  If you only want one campaign select any campaign for the 2^nd group.  On the second screen you can select what creditee types you want to include.   When the report is exported as a CSV file, the actual donor amount is in one column and the credited amount is in a separate column.   Creating a column to add the donor amt and credited amt will give the total amount to the first campaign group.  By using a data filter for this new total amounts you can find total giving >= to the amount you are looking for.  You can then copy these id numbers into a new file to import them as a list back into Tessitura.   Although this might be a long way around, it’s a relatively easy way to find donors at a certain level with soft credits for those who might not have a lot of technical support to create custom views, etc.

T.C. Brown

PSO Database Administrator

412.392.4834

Hi there,

I'm trying to pull a list of all $5,000 + donors, and I need to include all donors who have been soft-credited; for example, the list will pull foundations, but not the constituent attached to the foundation.  I've been told I need to add a field for this in system tables, and that someone on this forum might be able to walk me through it.  Can someone help me out?  

Thanks so much! 

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!