Soft Credit Activity Summary Report

This report enables you to create a list constituents who are soft credit recipients and how many transactions they are associated with. We recommend you use this report to notify constituent how they impact giving levels for your organization.

  • Soft Credit Recipient – This shows the name of the constituent who received the soft credit. Click this to access the constituent’s home page.

  • # of Transactions – This shows the number of transactions for which the constituent received soft credit. Click this to access the Soft Credit Activity Detail Report, which shows the transactions and the constituents who made the gifts.

  • Soft Credit – This shows the amount for which the constituent received soft credit. Click this to access the Soft Credit Activity Detail Report, which shows the transactions and the constituents who made the gifts.