GET Constituent - Lifetime Giving: What is total_soft_credits returning?

Lucy Ruiz · July 2023

Hello all I am working on a Power BI report that would be able to provide a list of soft credits a hard credited individual has supported. However, I am trying to avoid pulling all of the possible gifts in the system to do this.

A thought I had was to use GET Constituent - Lifetime Giving to identify those who have soft credited other individuals. Then I could use GET Gift List to pull the gifts of these identified individuals. However, I am not sure if the returned value for total_soft_credits is identifying the total amount accredited to them as a recipient of soft credits or the total amount they have given as a hard credited to be soft credited. I was hoping someone on here could confirm that for me.

Also if you are reading this and know a simpler way to pull only gifts with a soft credit I would be all ears!

Alex Wong · July 2023

@Lucy Ruiz
Unfortunately you are not going to have the ability to do this in RE NXT webview nor from the SKY API.

Depending on how many gifts are in your system, and other criteria you may have to make the list smaller (i.e. only this year's gift, etc). You can try to use Gift List to pull all gift info into a data warehouse or other “storage” medium, and then query soft credit from there.

OR

You can run RE Database gift query to and get soft credit that way.

Carol Grant · August 2023

@Lucy Ruiz - soft credits by individual is something definitely needed in the Power Automate connectors! Most of our donors give through a donor advised foundation so you can't accurately show someone's total giving.

As Alex said below, you can create an export to use in Power BI. All of my Power BI reports are based on Constituent Exports and Gift Exports.

GET Constituent - Lifetime Giving: What is total_soft_credits returning?

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