1. Create a Constituent query
  2. On the Criteria tab, select the following fields:
    Summary Information, Summary for Gift, Total Amount of gifts greater than 0
  3. On the Filters tab of the Summary Information, select the following fields:
    Gift Date between [date range]
    AND Gift Type one of [desired types]
    AND Soft Credit Recipient Name not blank
  4. Go to Tools, Query Options at the top of the query and select the Gift Processing tab
  5. Mark to Credit Soft Credits to Recipients
  6. Save and close the query
  7. Create a Gift query
  8. On the Criteria tab, select the following fields:
    Soft Credit name not blank
  9. Save and close the query
  10. Create a new Constituent export
  11. On the General tab, include the Constituent query saved in Step 6
  12. On the Output tab, select the following fields:
    Constituent Name
    Summary Information, Summary for Gift, Total Gift Amount
    - set the Date range for the same date range used in Step 3
    - select the soft credit option to Recipients
    - on the Filters tab, include the Gift query saved in Step 9
    - on the Gift types tab, specify the same gift types as in Step 3 
  13. Click Export Now