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Creating lists of soft-credited donors

Former Member
Former Member $organization

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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  • Former Member
    Former Member $organization
    Hi Debra,
     
    Are you on v14 yet?  If so, it’s incredibly easy with the updated New Contributions report!
     
    To run a total giving for a constituent, you will need to create a list (of one or more Tess IDs) and choose Yes in both the List Filter Acts Upon Owner and List Filter Acts Upon Creditee parameters.  In addition, choose all the Creditee Types in the dropdown (the report didn’t work when I left it blank and a quick Control+Shift+Click on any one in the list will highlight everything in the list). 
     
    I used to use the Fund Activity Report and Excel, but I had to run it without a list to capture the owners of the soft credits.  I would then edit and filter in Excel to get the final report. 
     
    Mark
     
    Senior Manager Database & Analytics
    The Woodruff Arts Center
    404.733.4277
     
Reply
  • Former Member
    Former Member $organization
    Hi Debra,
     
    Are you on v14 yet?  If so, it’s incredibly easy with the updated New Contributions report!
     
    To run a total giving for a constituent, you will need to create a list (of one or more Tess IDs) and choose Yes in both the List Filter Acts Upon Owner and List Filter Acts Upon Creditee parameters.  In addition, choose all the Creditee Types in the dropdown (the report didn’t work when I left it blank and a quick Control+Shift+Click on any one in the list will highlight everything in the list). 
     
    I used to use the Fund Activity Report and Excel, but I had to run it without a list to capture the owners of the soft credits.  I would then edit and filter in Excel to get the final report. 
     
    Mark
     
    Senior Manager Database & Analytics
    The Woodruff Arts Center
    404.733.4277
     
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