35
VOTE
Status
In Progress
Categories
Calculation and Analysis Tools
Created by
Guest
Created on
Mar 26, 2024
RELATED FEATURE REQUESTS
Include soft credits in giving calculations like First, Largest, and Latest Transaction
Include soft credits in giving calculations like First, Largest, and Latest Transaction
-
BLOOMERANG RESPONSEMar 31, 2025
Based on feedback regarding soft credits and DAF giving, this idea is now focused solely on including soft credits in the giving calculations . For other giving calculation adjustments, please upvote:: "Customize included/excluded transaction types from First, Largest, and Latest Transaction columns"
Without this option, the latest transaction field is functionally useless for my organization and only causes confusion. I'm instructing staff to ignore it and only use summaries.
I continue to run into this issue as DAFs increase, and it makes some reporting useless (lifetime giving, for example). All transaction fields should have the option to include soft credits.
Completely agree. It's very confusing if I'm looking at a constituent's total giving for a given period, but the Latest Transaction column says they haven't given during that time.
Many donors give exclusively through DAFs as well. It's important to be able to see the soft credits under Latest / Largest Transaction for these donors.
I would say also add the ability to add it to the Total Revenue.
The ability to include Soft Credit is especially important as DAF gifts increase.