I run a weekly query to include hard credits and soft credits of $1,000.00 and up, using a gift query.  My output is produced using a Gift Detail and Summary Report.  The problem I run into is that it will include any soft credit gift whose TOTAL is $1,000.00 and greater, therefore giving me ALL the donors inlcuded in that one soft credit gift, regardless of the size of their individual gift; what I am trying to get is ONLY those individuals who have given over $1,000.00 in that soft credit gift.

My query is set up as gift amount GTE $1K (plus other parameters) OR soft credit gift amount GTE $1K (plus the same other parameters.  I have also tried doing a merged query, using the SUB merge operator, but my reports always give me more donors than I want to see (i.e., fall out of the parameters I am seeking).  If there are no soft credits in that particular time frame, then my report is fine.  I just can't figure out how to modify my query or report to eliminate the "extra" gifts when there is a large soft credit gift.

Any suggestions?!?!?  Thanks!!

When you set up your query to include soft credits did you specify "use full amount" or "amount in grid"?

Wow.  That was a quick reply!  It's set up as soft credit to recipients: use amount in grid.

Is it also set up the same way on the General tab of the report?

The report is set up as soft credit gifts to soft credit recipients: use distribution on gift.

What version are you running?  I was having this problem before but I believe it was a problem on a few versions that was later fixed.  I would check with BB on whether or not this is an issue with your version.

I'm running version 7.81.1334.22

Melissa,

Here is the response I received from Blackbaud:

We incorporate many factors in the software design and development process, including industry trends, usability testing, and client feedback.  Due to the time it takes for Product Development to review, create and test changes in the software, we are not able to give you an exact timeframe on when changes will be implemented.  As you can understand, this can be a very involved process.  This case will remain open until we are able to resolve this issue, and we will notify you when the resolution is available. 

Thanks for your help!  I guess in the meantime I'll just have to export my report into Word and delete the unnecessary gifts.

So they did confirm that it is not using the amount in grid even when you specify that it should?

I pretty much copied and pasted their reply above, however, I did tell the specifically how my query was set up (particularly including the specific properties you asked me about).  They did not mention the grid.  I wonder how long it takes them to implement new changes?

Fred Longhenry:

I wonder how long it takes them to implement new changes?

I could take YEARS...if they decide to implement the change at all...

If something isn't working correctly on your system, you'll have to be very diligent with BB & insist that it is resolved. Get your account manager involved, if necessary. If it's just something you think should work differently that it does, that's another matter!