Hi All,
I'm building a dashboard to display the historical giving by FY of a group we consider to be our Major Donors. I have three donors whose giving is through partial or full soft credit. Two of these individuals have a separate charitable trust I can include in the values filter I built to isolate the Major Donors. One of these donors has soft credits through a community foundation that many of our patrons utilize in their giving. If I isolate by the community foundation's constituent id, I would be pulling in the gift records of 20+ individuals who are not designated as our Major Donors.
Any ideas or tricks for pulling in a soft credit?
Thanks!
Hi Angela - Did you come up with a way to include soft credits in your Analytics dashboard?ThanksJess LevySan Francisco Opera
Hi Jess! Unfortunately - no. My Major Donors dashboard will exist outside of Tessitura until they include soft credits.