Including soft credits

Hi everyone, I'm working on a list of donors that have a cumulative giving of $10k+. How do I include the soft credits as well in this list. It seems like query doesn't have this option. Although NXT offers this, I want to be able to do this in a query in database view. Is there any solutions to this.

Comments

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 PowerUp Challenge #3 Gift Management

    @Muhamed Arifi
    In Query menu at the top, under Query Option, in the Gift Processing tab, you can specify how you want deal with soft credit.

    Query summary of gift will auto deduct the write off from pledge, if you include pledge.

    Export summary of gift will not auto deduct write off.

  • Joe Moretti
    Joe Moretti Community All-Star
    Kudos 5 Second Anniversary First Reply Name Dropper

    @Muhamed Arifi Do what Alex said, but export the query from RE EXPORT, do not export straight from the query, that is a mistake that many make.