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?
Aren't Memberships set up to show creditees at their appropriate donor levels? I confess that I'm new to this--my org is just trying to figure out how to work Memberships into our stewardship and cultivation processes, so happy to hear if I'm off track, but my instinct would be to look at some of the Membership reports if you're built out in Memberships...