Learn how to identify transactions that have soft credits applied. Soft credits are used to apply credit for a transaction to another constituent account. This help guide will cover how to identify transactions that have soft credits applied.
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Content
Identify Transactions that have Soft Credit Applied
Instructions
Identify Transactions that have Soft Credits Applied
Soft credits are used to apply credit for a transaction to another constituent account. For example, you could soft credit each spouse for the other’s gifts to see that this person is associated with additional donations. The donation itself remains from the single donor.
1. Navigate to Reports and Select New Report.
2. Select the Transaction and Payment from the tabs, then select Soft Credit Report.
3. Select Edit Criteria.
4. For this example we will start by selecting Account Type under Soft Credits in the search field, select Equal in the operator, and select Individual for custom value. When finished, select Load Criteria.
5. You can add or modify columns. For this example, we will leave them as they are.
6. Select Run Report.
7. You can now see the configurations and share or export the report.