On the General tab of the report in the Soft Credit Gifts to section, select Credit to Recipient or Both to include soft credit recipients or select Donor to exclude them.
Note: This option only selects how the report will handle soft credits. It will still show the hard credits for gifts without a soft credit. Also, if a gift has a soft credit but it does not meet the report parameters (for example, it is not in the query; it doesn't meet the items selected on the Filters tab), the report treats that gift as if it does not have a soft credit and prints the hard credit.
Not all reports allow you to include soft credits.
The options you select in the Soft Credit Gifts to section affects how the report processes:
- Credited to Donor - The person who actually gave the gift prints on the report. The soft credit recipient does not show on the report.
- Credited to Soft Credit Recipients - The person who was soft credited for the gift prints on the report. The donor (hard credit) does not show on the report for gifts with soft credits. However, if one gift was soft credited to multiple donors, this option may inflate the report totals because each donor may be soft credited for the full amount. For example, Joe donated $25. Both Mary and Bill are soft credited for the full $25. On the report, the soft credit displays for both Mary and Bill, which amounts to $50, twice the amount of the actual gift. To prevent inflated totals when multiple donors are soft credited for the same gift, mark the Split Evenly option.
- Credited to Both - Both the donor and the soft credit recipient print on the report. Both are credited for the full amount of the gift so the totals on the report are inflated. For example, Joe gave $25 and Mary was soft credited for $25. Both Joe and Mary show on the report with a $25 gift. Although it is actually only one gift of $25, the totals show $50 because both individuals are credited for the full amount.
- Split Evenly - This option is only available when selecting Credited to Both or Credited to Recipient. Both the donor and soft credited recipient receive credit for half of the gift. The individual gifts do not reflect the true gift amount, but the totals are correct. In the example above, both Joe and Mary print on the report with a gift of $12.50 (half of the actual gift amount of $25). The totals include it as $25, the actual amount of the gift.