Remove Soft Credit in Queries

Published: 3rd December 2018

Step 1

In your query go to Tools > Query Options.

Step 2

Credit Soft Credits to Donor.

It’s also a good idea to Credit Matching Gifts to Donor OR the Matching gift company (these are people who have said their employer will match their donation – there isn’t many of these).

Step 3

Be aware that in a gift output, gifts can be duplicated for other reasons such as split fund or split appeal so if you’re ever counting money it’s a good idea to go to Katie or Craig/warehouse for those calculations. It’s recommended to output the gift import ID to check duplicates and do the calculations in Tableau.