How do I run and customize the Attributions and Soft Credits Report?

Overview

The Attributions and Soft Credits Report is a dedicated tool for analyzing and managing all your attributed donations in one place. 

Step 1: Access the report 

1. Navigate to Report Manager 

2. Locate and select the Attributions and Soft Credits Report 

   1. Alternatively, access it from a contact record by clicking the link at the bottom of the Contribution Summary section 

Step 2: View the default report 

1. The report includes columns for: 

   1. Attributed Contact 

   2. Attribution Amount 

   3. Attribution Type 

   4. Attribution Thanked 

2. Review the initial results that appear 

Step 3: Customize the columns displayed 

1. Click the column settings icon or the Edit Columns option 

2. Add additional columns related to attributions, such as: 

   1. Date Thanked 

   2. Attribution Notes 

   3. Mail Merge Template associated with each contribution 

3. Save your column selections 

Step 4: Filter the report 

1. Click Edit Filters 

2. Under Attribution Details, set parameters such as: 

   1. Date range 

   2. Attribution type 

   3. Specific attributed contacts 

   4. Thanked status 

3. Apply your filters to narrow the results to the specific attributions you want to analyze 

Step 5: Save or export your report (optional) 

1. Use Report Actions to save your customized report for future use 

2. Use Export options to download the data for offline analysis 

What else do you need help with? 

• Understanding Attributions and Soft Credits Reporting 
• How do I generate thank you letters for attributed gifts? 
• How do I view attributions and soft credits on a contact record?