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!
I am bumping this thread. Any chance that there will be an enhancement to Analytics coming that would include Soft Credits?
Nicole
Hi Nicole,
Yes, currently describing this as being on the cusp of 16.0.0 in that I'm trying to include it, but if it doesn't make the cut, then very soon after.
+1 here & Chris Wallingford
+1 here as well!