RE NXT Dashboard Creation and Soft Credits Question

Rachel KunkelPatterson
Rachel KunkelPatterson
Eighth Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions
Hello!


We are in the beginnings of a capital campaign.  I have created a dashboard to track gifts and actions for the campaign and it's working well.  But there are a few donors who have chosen to give via a Foundation, so they have been soft credited for the gift or pledge. 


Is there a way that those soft credits can show up within the dashboard?  My supervisor would like to see their names and I would prefer to keep them as a soft credit since they gave through a Foundation/Donor Advised Fund and that is the correct way to record the gifts.


Thanks for the help!

Comments

  • Jeannie Goings
    Jeannie Goings
    Fifth Anniversary Kudos 2 Name Dropper Participant
    If you build the insight with recognition credit you have the option to pull in soft credit. Hope this helps. :-)
  • Lara Couture
    Lara Couture
    Ninth Anniversary Kudos 1 Name Dropper Participant
    @Jeannie Goings Can you go a bit further? I'm trying to create an insight and I can't find recognition credit. Thanks, Lara

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