Getting Started
After you've set up Attributions and Soft Credits in your database, you can access reporting features from multiple places: directly from contact records, through advanced search functions, or via the dedicated Attributions and Soft Credits Report. These tools help you track the full impact of your donors beyond their direct contributions.
Feature Details
Attributions and Soft Credits reporting provides visibility into the comprehensive giving history of your contacts by showing both direct donations and attributed (soft credited) contributions. The system organizes this information on contact records through dedicated sections that summarize attributed gifts, includes attribution data in contribution summaries, and offers specialized reports for deeper analysis.
With these reporting tools, you can track the total impact of your donors, including direct gifts, matching gifts, board member influence, or other forms of giving influence. This comprehensive view allows fundraisers to recognize donors for their full contribution to your organization's success, not just their direct financial gifts.
Feature Navigation
Read more about specific actions related to Attributions and Soft Credits reporting:
- How do I view attributions and soft credits on a contact record?
- How do I search for contacts using attribution criteria?
- How do I run and customize the Attributions and Soft Credits Report?
- How do I generate thank you letters for attributed gifts?
Tracking your Success / Reporting
The Attributions and Soft Credits Report is the central tool for analyzing attributed gifts. This report allows you to filter by attribution type, date range, and other criteria to evaluate fundraising performance. The contact record also includes summary sections showing Total Combined Amount (direct gifts plus attributions), providing a complete picture of donor impact. These tools enable you to track the success of board giving programs, matching gift initiatives, and other relationships that lead to contributions.
Transition Statement
Below, you'll find step-by-step instructions for common attribution and soft credit reporting tasks to help you leverage these insights in your fundraising analysis and donor stewardship.