Provide option to include or exclude soft credits in donor retention dashboard
Every organization uses soft credits in a different way. In response to this, RE 7 has allowed full flexibility in all queries, exports and reports for determining when soft credits are included or excluded. We should have this option as well in NXT. Our organization soft credits spouses as we are a school and each person has his/her own record. In addition, we soft credit individuals if funds are received through a family foundation.
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Shannon Moats
- Jun 20 2017
- Reviewed: Voting Open
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- +285
Related ideas
YES! VOTE APPROVE!
The retention report is so important - especially these days when organizations are experiencing a drop-off of donors. I like having the flexibility to report soft credits.
RE NXT reporting that doesn't have an option for how soft credits are handled is completely useless. Please add this functionality! And people wonder why we continue to primarily use database view....
Just checked back to the Donor Retention pages in Fundraising in RE NXT, hoping to see soft credits were included in donor records. Disappointed to say the least. 4 plus years and these Retention reports are still useless to many of us. C'mon! Please make this happen.
Without the ability to include soft credits - retention reporting in NXT is inaccurate. This would be such a great tool. Please fix this.
This is crucial to accurate reporting in NXT.
Please
this is SO SO SO needed. It truly messes up reporting to not have this function. You can't get an accurate filter on split gifts, or family foundation giving at all without it.
I'm shocked this isn't a part of NXT reporting and lists! Please, please, please add this function. It's absolutely critical.
This should have been done BEFORE the report was released. Without the ability to include soft credits, the report is essentially useless, at least for the way my org looks at retention.
The report builder also also needs soft credit evaluation options
Please add this feature to NXT. This has the potential to improve our workflow to a greate extent. thank you!
Please add this feature! It is a critical option that we could really use.
Long overdue! This is a critical option that we need.
This is feature we desperately need. Thank you!
Please add this. Thank you so much!
Appreciate your providing a solution to such a problematic issue.
Please add this feature!! This would be so great!
Please add this feature.
Please add this feature! It would improve the accuracy of our reporting.