Overview
If your organization uses Attributions and Soft Credits, reporting helps you see the full picture of your donors' impact. You can access attribution reporting from several places: directly on contact records, through advanced search, or through the dedicated Attributions and Soft Credits Report.
Attribution reporting shows you both direct donations and soft-credited contributions together—so you can evaluate the complete giving history of any contact, not just the contributions they made themselves. This is especially useful for measuring the success of board giving programs, matching gift campaigns, tribute funds, and affiliate partner relationships.
What This Feature Helps You Do
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See a contact's full giving history, including both direct and soft-credited contributions
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Filter reports by attribution type, date range, or other criteria to measure specific programs
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Review Total Combined Amount (direct gifts plus attributions) from the contact record
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Track the success of board giving, matching gift initiatives, tribute programs, and affiliate partner revenue
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Generate thank you letters and bulk-mark attributions as thanked directly from the report
How This Feature Supports Your Work
| What the Feature Does | Why It Helps You | Real-World Use Case |
| Shows direct gifts and attributed gifts together on the contact record | Gives fundraisers a complete view of donor impact in one place | A major gifts officer reviews a donor's total impact before a meeting |
| Filters the Attributions and Soft Credits Report by type, date, and more | Lets you focus on one program or channel at a time | A development manager pulls a report for board giving only, filtered to the current fiscal year |
| Generates thank you letters directly from attribution data | Saves time and ensures donors are recognized appropriately | A stewardship coordinator sends personalized thank you letters to everyone with a Tribute Gift soft credit |
Where to Find Attribution Reporting
Attribution data appears in three main places:
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On the contact record — look for the summary section showing Total Combined Amount (direct gifts plus attributions)
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Through advanced search — search for contacts based on soft credited giving
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In the Attributions and Soft Credits Report — the central tool for filtering, analyzing, and acting on attribution data
Not quite what you were searching for?
- Navigate back to the Attributions and Soft Credits Resource Index.
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