Add Cumulative Soft Credit to Household Summaries

Provides a complete picture of a households support

  • Greg Simmons
  • May 24 2021
Reports/Queries
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  • Eric Shieh commented
    October 18, 2021 13:50

    Agree with Greg and Lauren that this would be VERY HELPFUL! Especially with more donors using Donor Advised Funds and giving soft credit to the individual donors.

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  • Lauren Maloney commented
    June 04, 2021 12:52

    Yes! Greg, this would be so helpful. It is so challenging that in most summary reports or recency reports (standard reports), anyone that has a soft credit shows "0" in their support this year. It's skewing our reports this year-end.

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