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Filter a Gift Report for Soft Credits

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How to Filter a Gift Report for Soft Credits

  1. Navigate to Reporting at the top of the page 

  2. Select Reports 

  3. Click to +Create to create a new Gift Report 

  4. On the Filter box that has come up, select your date range and any applicable fields (campaigns, appeals, etc) you wish to be included in the report

  5. Click Run Report

  6. Scroll to the Soft Credit Amount Column and select the Filter icon

  7. Select to Filter to Greater than 0

  8. Click Filter

  9. Report will then filter to show all soft credit amounts