Donor Filter for Gift Lists

Specify donor(s) in a Gift List.

I'm currently working on a report that is similar to the Constituent Giving History Report from the database view and would like to use some of the NXT List options to identify soft credit/original donor information. I can do this easily on a constituent record's Giving History, but I'd like to pull multiple of these into a single list. The Constituent Giving History Report only identifies if a gift is soft credited, not who the original gift is from, and can repeat the same gift ID in the report. For the particular report I'm doing now, I only want to count each gift once, but I need to know which specific gifts from a Community Foundaiton were soft-credited to the donor, their companies, and their spouse.

  • Keri Barnhart
  • May 28 2019
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