In most cases, to select the soft credit recipient in the query all you need to do is to select 'Credit Soft Credits to Recipient' from the Gift Processing tab of Query Options. In this case, you cannot do this because you also need to know the donor's constituency code. Once you select 'Credit Soft Credits to Recipient,' all filters selected on the Criteria tab refer to the recipient not the donor.

If you want to select the donor, the process is simpler, because you do not need to worry about this issue.

 

To select the donor (hard credit recipient) in the query

       
    • Select Tools, Query Options from the menu bar. On the Gift Processing options tab, ensure 'Donor' is selected.
     
    • On the Criteria tab, select the following filters:
      • To query on constituents whose gifts were soft credited to an individual

        Gifts, Soft Credits, Soft Credit Recipient Last Name not blank

        AND Constituency, Constituency Code equals [the constituency code]
       
      • To query on constituents whose gifts were soft credited to an organization

        Gifts, Soft Credits, Soft Credit Recipient Last Name blank

        AND Gifts, Soft Credits, Soft Credit Recipient Name not blank

        AND Constituency, Constituency Code equals [the constituency code]



       

      OR

       
           
        • On the Criteria tab, select Constituent, Specific Constituent record equals [specific constituent]
         
        • Save and close the query
           
        • On the General tab, click Include, Selected Records. Search for and select the query created in steps 1 through 3.
         
        • In the Soft Credit Gifts To frame, select Recipients
         
        • Mark the Create Constituent output query checkbox
         
        • Preview the report and save the static query. The static query will contain the soft credit recipients.
         

        To select the soft credit recipient in the query

         
             
          • On the Criteria tab, select Constituent, Key Indicator equals Organization
           
          • Save and close the query
             
          • On the General tab, click Include, Selected Records. Search for and select the query created in steps 1 through 3.
           
          • In the Soft Credit Gifts To frame, select Recipients
           
          • Mark the Create Constituent output query checkbox
            Note: To select specific constituency codes such as Alumni:
            1. On the Filters tab in the Constituent Codes row, select Include selected
             
            • On the Selected Constituent Codes screen in the Use constituent code from drop-down, select Constituent
             
            • Select the appropriate constituent code
             
            • Click OK


             
            • Select all other appropriate filters to identify the gifts to be included on the report
             
            • Click Print or Preview to run the report and to create the output query. The output query contains the constituents with the specific constituent code who are soft credited by organizations.
             

            For additional soft credit queries, refer to BB19395.