Hello! Our Major Donor officers have a scheduled Fund Activity Report where the list currently acts on Owner (the other option being Initiator). Since creditee is not an option, a large soft credit was not included in the report. Are there other reports that anyone uses to identify new soft credit gifts that have come in?
I'm dealing with a similar issue regarding creditees. There don't seem to be a lot of places to pull them into the picture. I have a list of people to thank for their donations, but the person on the list should be the creditee, not the owner. I'm almost thinking of reversing the process and actually entering the contribution under the creditee's account (making them the owner) so their name will pull through in output sets and Analytics.