[Caroline Laskowski]

Here is my problem and I am hoping there might be a solution. Thank you in advance.

We have a campaign centered around Mother's Day. We sell Mother's Day cards where a buyer can choose one of our synagogue, Hillel and, shelter partners as receipients of a rebate from the card. This rebate amount is per gift and is entered on the gift as a soft credit to the choosen partner.

However; there are other soft credits that do not involve partners and I wish to exclude them when pulling the rebate report. I cannot pull the gift from the soft credit receipient and therefore cannot tell if the soft credit is on a partner or not. The only information I can get from the soft credit is the receipients name and ID number as well as the amount. I would also like to have the recipients city and state as we may have more than one synagogue with the same name.

In other words, at times, I need to see all the information from the soft credit receipient side and not the gift giver side. Is there a way to do that using RE exports?

I have built Crystal custom reports that I want others to be able to run, and want to be able to keep it as simple as possible.

[stancliff]

I'm not sure I'm following you here, but these are my thoughts.

Quote:

Originally Posted by Caroline Laskowski

However; there are other soft credits that do not involve partners and I wish to exclude them when pulling the rebate report.

Can you give an appeal code to the gifts that meet the criteria? You report can search for gifts of said appeal (or package code).

Quote:

Originally Posted by Caroline Laskowski

I cannot pull the gift from the soft credit receipient and therefore cannot tell if the soft credit is on a partner or not.

Could you set the Query Options --> Gift Processing option to credit the soft credits to the recipients?

Quote:

Originally Posted by Caroline Laskowski

The only information I can get from the soft credit is the receipients name and ID number as well as the amount. I would also like to have the recipients city and state as we may have more than one synagogue with the same name.

Is there anyway you could do a constituent query and export. Not sure if you've tested this yet, I haven't tested it fully, but in the constituent export you can export the # of gifts and the total $ of gifts in a date range, and have control over soft credit gift processing, i.e. give the soft credit recipient full credit.

Again, I'm not sure I fully understand the issue, but these are things I would explore.

[Caroline Laskowski]

Thank you for your response. I think I will not be able to get where I need to go, but it was worth an effort in asking.

[skippy964]

Quote:

Originally Posted by Caroline Laskowski

Here is my problem and I am hoping there might be a solution. Thank you in advance.

We have a campaign centered around Mother's Day. We sell Mother's Day cards where a buyer can choose one of our synagogue, Hillel and, shelter partners as receipients of a rebate from the card. This rebate amount is per gift and is entered on the gift as a soft credit to the choosen partner.

However; there are other soft credits that do not involve partners and I wish to exclude them when pulling the rebate report. I cannot pull the gift from the soft credit receipient and therefore cannot tell if the soft credit is on a partner or not. The only information I can get from the soft credit is the receipients name and ID number as well as the amount. I would also like to have the recipients city and state as we may have more than one synagogue with the same name.

In other words, at times, I need to see all the information from the soft credit receipient side and not the gift giver side. Is there a way to do that using RE exports?

I have built Crystal custom reports that I want others to be able to run, and want to be able to keep it as simple as possible.

I too do not necessarily follow the entire process. A rebate usually means that you receive money back of some sort. Are you making a distribution to one of the three parties???

The option to base the query on SC recipients is a good idea. Also, flag the gifts with a subtype or gift attribute. Create two queries, one with the criteria for the gifts you want (which will include the ones you don't) and one with the gifts you want to exculde. Merge using the SUB operator...making the query with the gifts you want to exclude the secondary query. Again, if you are looking for Soft Credits, use the include SC recipients option in query. The query criteria for the gift subtype/attribute will still work for the SC recipients, or the hard credit donor depending on your settings.

best,
Sean

[Caroline Laskowski]

Hi Skippy, thank you for your input. I was not clear enough on my question, but I appreciate your response.