We need a donor recognition report that - for lifetime or a period of time (last FY for example) - will count totals per donor and include soft credits in the totals. Is this something that can be done "out of the box" or do I need a custom report?
1 Answer
You might want to take a look at the Summary Fields extension and see if it provides a good foundation for you to add the 'Soft Credit' information to.
answered Oct 11, 2017 at 18:08
