Report Builder "Donors by lifecycle status", count soft credits and ability to filter by Head of Household

We would love to utilize the "Donors by lifecycle status" insight, but the inability for it to consider soft credits as a gift is rendering it useless. We have donors who always give through a DAF or corporation and will always be soft credited, so they do not show properly in this insight. Further, we would also find it useful if we could filter by Head of Household, as we currently have spouses showing up in different categories due to the hard/soft credit issue.

  • Katie Hendrickson
  • Jul 1 2020
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  • xochitl nisbet commented
    December 02, 2022 20:55

    I do not see any comments on this since 2020. Does anyone consider a constituent whose spouse gave a gift recently to be a lapsed donor? How is this useful tracking that is for a "donor lifecyle report".

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  • Cindy Boccabello commented
    August 17, 2020 14:58

    This would be extremely helpful. As it is now, donors who give through foundations/organizations are labeled as lost or lapsed.

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  • danise cavallaro commented
    July 30, 2020 16:06

    Yes!! This would be so helpful to be able to add these filters.

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  • Denise Migeot commented
    July 01, 2020 23:54

    Good idea- please recommend!

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  • Guest commented
    July 01, 2020 21:16

    Yes, this would be very helpful for us.

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  • Guest commented
    July 01, 2020 17:58

    Yes - very useful idea!

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