1. Click Reports
  2. Click Manage Reports
  3. Select the category where you'd like to store the report
  4. Select New Report under the Task Menu
  5. Name the report
  6. In the Group By drop down menu, select your grouping preferences
  7. Select Commonly Used Fields from the Browse Fields drop down menu and click on Account Name (this will correspond with the donor's name, and any additional contact fields you'd like to include
  8. Select Journal from the Browse Fields drop down menu and click on Linked Soft Credit Account Name, and any additional journal fields that you'd like to include
  9. Arrange the columns into order by clicking on the middle of the field column and dragging up or down
  10. Click Save and Run under the Task Menu
  11. Under Query select your category in the top box and your query in the bottom box
  12. At the bottom of the page select a Delivery Option and then click Submit