Soft Credits - Reports (Givebutter Plus)
Nash Sappayani
The ability to display Soft Credits column within the Reports feature for Givebutter Plus users.
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Steve Torrey
In our custom report, we have a list of donation transactions. We added a filter for soft credits, but each time we call up the report, we have to open that filter's dropdown box and check the "With soft credits" box to show only donations with soft credits. You can't save the filter's checkbox. I think GB should be able to save such filter parameters. Like Nash said on 2/8/25, I agree it would be nice to have the ability to add a Soft Credits column.
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Ryan Harvill
The scenario is "Identifying Major Donors". We can create a report that shows donors in a given date period that have given >$1,000, but we can't pull in soft credits as well. The thought being that if an employee "Kyle" donated $500 and then his company matched it with $1000, while is total contribution and influence DOES meet the minimum 1K, he doesn't show on as a Major Donor on the report because HIS check was only $500.