Soft Credit Report (Crystal)

The Soft Credit Report is a transaction-based report that lists all gifts and pledges that have soft credits. The report is grouped by campaign, original transaction, and donor ID.

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Note

If a donor made multiple contributions to one or more campaigns, the Donor Name may be repeated in the report.

Run this report from:

Desktop: Fundraising > Generate Reports > Reports, Fundraising > Generate executive reports

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Note

Donations include Gifts and Pledges, including unpaid pledges.

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Note

The amounts for Gifts and Pledges have been adjusted by any Credit/Debit memos.