Add ability for reports to display gifts by HOUSEHOLD rather than individual

Gift reports currently have the option to pull hard credits, soft credits, or both, but if you want to pull a report of top donors, for example, & 2 spouses are each top donors for just their hard credits, they will each show up individually. If you ask for both hard credits & soft credits, they will still both show up in the report with gift amounts doubled. It would be helpful to have a report that would count the hard credits for each spouse & list them as a household once with their total household gifts.

  • Melanie Schoeneck
  • May 15 2025
  • Reviewed: Voting Open
Reporting and Analysis
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  • Michelle Maye commented
    May 20, 2025 17:36

    This is a great idea!!!! Especially when you want to know if the family has given for appeals for class of types of gifts.

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  • Amy Babcox commented
    May 20, 2025 15:38

    This would make my reporting to the board so much easier and take away the necessity for sorting in excel.

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  • James Belich commented
    May 20, 2025 12:18

    This would be incredibly helpful!!!

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  • Joel Raasch commented
    May 19, 2025 15:09

    Good idea! I think it might be nice to somehow also have the option to include soft credits from Organizations, e.g. so either of the spouse's QCD soft-credited gift (hard credited to the IRA investment firm) can be part of the totals.

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  • Kevyn Barnes commented
    May 16, 2025 15:03

    Also related to idea RENXT-I-5876

    We would also like this ability to report by Household (on reports, combine giving totals for linked spouses)

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