Hello All,We are looking to report out on total contributions by constituent for each fiscal year. More specifically in Analytics, is there a way to easily report total fiscal year contributions for a constituent that includes their soft credits?
In Analytics, I'm not seeing Creditee as a field to select (I could be missing it!). Additionally, "Total Amount" is not showing the soft credits for each constituent, not sure if there is a filter or setting to include soft credits.
Thanks for the help!
Erik
Hi Erik,
Due to the potential for soft crediting to result in many relationships/creditees tied to a single contribution, including them in the first iteration of the Contributions cube was beyond the scope. I am eager to see them included as standard in a future release.
Best,Chris
Chris Wallingford Director, Business Intelligence Tessitura Network Office +1 888.643.5778 ext 553 chris.wallingford@tessituranetwork.com Tessitura Learning & Community Conference July 28-August 1, 2019 #TLCC2019
Thanks Chris for the update. When do you anticipate soft credits being available in Analytics? I know this may not be an easy answer, but thought I'd ask!
Ha, you are right about it not being easy. I intend for but cannot commit to soft credits being available as standard in v16.0. They can be added via customization in 15.1. If you'd like to learn more about that, please email enterprise@tessituranetwork.com.