How do I view attributions and soft credits on a contact record?

Overview

Contact records provide multiple ways to view attribution information, giving you a complete picture of a donor's direct and indirect impact. 

Step 1: Check the Activity tab 

1. Navigate to the contact record 

2. Select Overview > Activity tab 

3. Look for attribution entries in the activity stream, which will show attributed gifts alongside other contact activities 

Step 2: Review the Financial tab 

1. From the contact record, go to Overview > Financial tab 

2. Scroll to the Recent Attributions & Soft Credits section 

3. This section displays a summary of all contributions attributed to the donor 

Step 3: Explore attribution details 

1. In the Attributions and Soft Credits section, use the More link (...) next to any attribution 

2. Select View Contribution Details to see full information about the original contribution 

3. Select View Attributions and Soft Credits Report to see a filtered report for this donor 

Step 4: Check household attributions (if applicable) 

1. If the contact is part of a household, go to Financial Household tab 

2. View the combined list of soft credits attributed to all household members 

3. Note that it's not necessary to soft credit multiple members of the same household for a gift 

Step 5: Review the Contributions Summary 

1. Locate the Contributions Summary section on the contact record 

2. Note that the Total Combined Amount includes both direct contributions and attributed amounts 

3. This gives you the complete financial impact of the donor at a glance 

Not quite what you were searching for?

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