1. Create a Gift query and filter on Soft Credits, Soft Credit Amount greater than 0.
  2. With the query still open, select Tools, Query Options from the menu bar.
  3. Select the Gift Processing tab.
  4. In the Credit Soft Credits to section, select the Recipient option and click OK.
  5. Run and save the query.
  6. If you need to export soft credit amounts for gifts given by specific constituents, create a Constituent query of the records to include.
  7. Create a Constituent export based on the constituent query, if one was created. If exporting gifts for all constituents, include all records.
  8. On the Output tab, select Summary information, Gifts, Total Gift amount or the specific gift field such as Gifts, Gift Amount. The Gifts Criteria screen appears.
    • On the General tab in the Soft Credit Gift To, mark Soft credit recipients and select the appropriate option from the drop-down: Use distribution on gift, Split Evenly, or Full amount to all.
    • On the Filters tab in the Query row, select the Gift Query created in Step 1.
  9. Select all other appropriate fields to export.
  10. Click Export Now.

For more information, refer to How to use soft credits.