How do I use the Attributions and Soft Credits Report?

Overview

The Attributions and Soft Credits Report allows you to view, filter, and manage attribution data, including generating thank you letters and marking attributions as thanked in bulk. 

Step 1: Access the report 

1. Navigate to the Reports section 

2. Find and open the Attributions and Soft Credits Report 

Step 2: Filter the report 

1. Click Edit Filters 

2. Set your desired parameters: 

   1. Date range 

   2. Attribution types 

   3. Contribution amounts 

   4. Thanked status 

   5. Other relevant filters 

3. Apply your filters to narrow down the results 

Step 3: Use bulk actions 

1. Select the attributions you want to work with (or select all) 

2. Click Report Actions > Export & Bulk Apply 

3. Choose from available options: 

   1. Mark All Attributions as Thanked to update the thanked status 

   2. Generate thank you letters to create letters for selected attributions 

Step 4: Export report data (optional) 

1. Click Report Actions > Export 

2. Choose your preferred export format 

3. Download and save the exported file 

Not quite what you were searching for?

• Navigate back to the Attributions and Soft Credits Resource Index.