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To include soft credits in a query, first set the soft credit query options.

  • Select Donor to have only the hard credit gift (donor) in the query. Note: Soft credits will not be included.
  • Select Recipients to have only the soft credit recipient selected for gifts with soft credits.
  • Select Both to have both the soft credit recipient and the hard credit donor selected for gifts.
Note: The Query Options for soft credits does not exclude gifts without soft credits. Instead, it tells Query which constituent(s) to give credit to if a gift has a soft credit. It does not affect gifts without soft credits. If you want to include only soft credits in the query, you need to use an additional filter of Soft Credits, Soft Credit Recipient ID not blank. (If preferred, you can use the following filter instead: Soft Credits, Soft Credit Name not blank.)

 

To query on gifts that have a soft credit:

  1. Create a new gift query.
  2. On the Criteria tab, select Soft Credits>Soft Credit Recipient ID not blank.
  3. Set Query Options to include Recipients.

To query on gifts with a specific soft credit recipient:

  1. Create a gift query.
  2. On the Criteria tab, select Soft Credits>Soft Credit Recipient Name equals [the recipient's name].
  3. Set Query Options to include Recipients.

To query on constituents that were soft credit specifically by an individual (or organization):

  1. Create a constituent query.
  2. On the Criteria tab, select the following filters: If you also want to filter on the constituency code of the donor, refer to BB258170.
    • To query on constituents whose gifts were soft credited to an individual, select:
Gifts>Soft Credits>Soft Credit Recipient Last Name not blank
  • To query on constituents whose gifts were soft credited to an organization, select:
Gifts>Soft Credits>Soft Credit Recipient Last Name blank
AND Gifts>Soft Credits>Soft Credit Recipient Name not blank

To query on soft credit recipients in a specific date range:

  1. Create a constituent query.
  2. On the Criteria tab, select Gifts>Gift date between [range]
    AND Gifts>Soft Credits>Soft Credit Recipient ID not blank
  3. Set Query Options to include Recipients.

To query on soft-credit recipients for gifts in a specific date range for a specific constituent:

  1. Create a gift query.
  2. On the Criteria tab, select:
    Constituent>Specific Record equals [the specific constituent record]
    AND Soft Credits>Soft Credit Recipient ID not blank
    AND Gift Information>Gift Date between [date range].
  3. Set Query Options to include Recipients.

To query on constituents who only have a soft credited gift:

  1. Create a constituent query (Query A) and filter on Summary Information>Summary for Gift>Total Number of Gifts equals 0.
  2. Create a constituent query (Query B) and filter on Summary Information>Summary for Gift>Total Number of Gifts greater than 0.
    Set Query Options to include Recipients.
  3. Merge Query A and Query B using AND as the operator. The order of the queries does not matter.

To query on inactive constituents who are soft credit recipients:

  1. Create a constituent query
  2. On the Criteria tab, select:
    Constituent Information>Inactive? equals Yes
    AND Gifts>Soft Credits>Soft Credit Recipient ID not blank
  3. Set Query Options to include Recipients.

To query on constituents who were soft credited for gifts to a specific appeal:

  1. Create a constituent query.
  2. On the Criteria tab, select:
    Gifts>Appeal ID equals [the appeal]
    AND Gifts>Soft Credits>Soft Credit Recipient ID not blank.
  3. Set Query Options to include Recipients.