Consecutive Years Giving summary field in a constituent query does not include soft credits

When using the Consecutive Years Giving summary field in a constituent query, the field does not consider years with just a soft credit as a year. This occurs even when the soft credit options in Query are set to include them.
We are currently evaluating this issue and will update this article when we have more information. In the meanwhile, follow these steps:
  1. Run and preview the Consecutive Years Report
  2. Export the report preview to Excel

Steps to Duplicate

In The Raiser's Edge 7.93 or above:
  1. Create two new constituent records, records A and B.
  2. On record A, enter five cash gifts of $5 each with the following dates: 1/1/12, 1/1/13, 1/1/14, 1/1/15, 1/1/16
  3. Still on record A, add a soft credit of $5 to each gift for record B.
  4. Save and close record A.
  5. Open record B and confirm that the only gifts present are the soft credits from gifts entered in steps 2 through 3.
  6. Save and close record B.
  7. Go to Query and start new dynamic constituent query.
  8. In the query, go to Tools > Query Options > Gift processing tab > set soft credit to Donor and click OK.
  9. Set the criteria tab: Set the criteria to constituent information > specific record one of [look up records A and B]
  10. Set the output tab: Add constituent information > name and Summary information > Summary For Gift > Consecutive Years Giving (no criteria in field needed)
  11. Click on Results tab. Record A will have a total of 5 and Record B will be 0.
  12. Return to Tools > Query Options > Gift processing tab > set soft credit to Both and use Full Amount to All. Click OK.
  13. Click Run Now in lower right to refresh results. Record A will still be 5. Record B would be expected to be 5, but it still says 0.
  14. Return to Tools > Query Options > Gift processing tab > set soft credit to Recipient and use Full Amount to All. Click OK.
  15. Click Run Now in lower right to refresh results. Record B would be expected to be 5 and Record A would be 0. However, the results are the same as in step 11.

 

Environment

 Raiser's Edge
 7.93

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