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. 

  • Shannon Moats
  • Jun 20 2017
  • Reviewed: Voting Open
Data analysis
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  • Diana Gray commented
    December 18, 2023 18:21

    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.

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  • Anne Boudreau commented
    August 18, 2023 13:18

    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....

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  • Jeffrey Starrett commented
    January 25, 2023 15:43

    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.

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  • Guest commented
    April 15, 2022 14:24

    Without the ability to include soft credits - retention reporting in NXT is inaccurate. This would be such a great tool. Please fix this.

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  • Victoria Leonardo commented
    March 28, 2022 14:40

    This is crucial to accurate reporting in NXT.

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  • Guest commented
    February 16, 2022 22:11

    Please

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  • Cara Williams commented
    January 26, 2022 14:23

    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.

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  • Lindsay Cormack commented
    January 14, 2022 20:42

    I'm shocked this isn't a part of NXT reporting and lists! Please, please, please add this function. It's absolutely critical.

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  • Robyn Smith commented
    June 09, 2021 18:05

    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.

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  • Nathan Munn commented
    January 14, 2021 18:38

    The report builder also also needs soft credit evaluation options

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  • Nicolas Dawson commented
    May 19, 2020 02:17

    Please add this feature to NXT. This has the potential to improve our workflow to a greate extent. thank you!

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  • Suzy Thompson commented
    May 11, 2020 23:47

    Please add this feature! It is a critical option that we could really use.

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  • Guest commented
    May 11, 2020 21:52

    Long overdue! This is a critical option that we need.

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  • Noreen Peters commented
    May 11, 2020 20:51

    This is feature we desperately need. Thank you!

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  • Amy Freiberger commented
    May 11, 2020 19:42

    Please add this. Thank you so much!

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  • Christy Blystone commented
    May 11, 2020 19:13

    Appreciate your providing a solution to such a problematic issue.

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  • Guest commented
    May 11, 2020 18:55

    Please add this feature!! This would be so great!

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  • Guest commented
    May 11, 2020 18:48

    Please add this feature.

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  • Guest commented
    May 11, 2020 18:47

    Please add this feature! It would improve the accuracy of our reporting.

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  • Earl Johnson commented
    May 11, 2020 18:37

    This feature will improve reporting and accuracy of data. Please add.

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