Soft Credit

Jesse Calagna
Jesse Calagna
Seventh Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

I am trying to create a dashboard for one of my fundraisers. She wants to see all her portfolio members and their giving for this FY and Last FY. I have created all my columns and rows and added her name as a filter. I cannot get the Amount Committed to reflect soft credits and therefore the report is not 100% accurate. Any insight would be helpful. I also found this kb and did the steps but it did not seem to help.

How can you measure soft credit gifts in insight designer?

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Answers

  • Karen Diener
    Karen Diener
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    I don't believe this is possible. I don't have access to insight designer with the ability to easily test it, but I recall multiple posts about soft credits missing in all of the dashboard options in webview.

  • Jesse Calagna
    Jesse Calagna
    Seventh Anniversary Kudos 1 Name Dropper Facilitator 1

    Do you of a good way to show a fundraiser all of her assignment and how much they've given this FY

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