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?
Katie, you could try using the New Contributions Report. That does have a section for including Creditee type.
Thanks, Colleen! I will try this. I suspect that the issue with how they're using the Fund Activity Report is that they're attaching a list to it, which limits the results, e.g., when you attach a list, then you can only choose OWNER or INITIATOR (creditee is not an option) for "List Acts Upon". I think if they just DON'T include a list and maybe just cross-reference their list against the results of the report, then they'd get all contributions to their selected funds (within their posting date parameters) including any soft credits.