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Soft Credits in LYBUNT

Alex Bloomer

Hi! Does anyone have any knowledge on how to include soft credits on a LYBUNT Report. More specifically, I am looking for LYBUNTs who give through a DAF that has consistent donors. So because the DAF isn't showing up as the hard credit, neither is the soft credit who would potentially be included. Is there any way to remedy this?

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Comments

Spring Velazquez

@Alex Bloomer have you tried filtering by constituency in the LYBUNT report?

Alex Wong

@Alex Bloomer
when you say it is not coming up, can you be more specific as to where (webview / dbview) you are running what report you are using and any filter used.

Webview generally does not handle soft credit that good, so if you are familiar, you should go to dbview and run a constituent query and set gift option to “soft credit recipient using grid amount”.