To export the total soft credits on a constituent record:
  1. Create a Gift query and filter on Soft Credits > Soft Credit Amount greater than 0.
    soft credit query
  2. With the query still open, select Tools > Query Options from the menu bar.
  3. Select the Gift Processing tab.
  4. In the Credit Soft Credits to section, select the Recipient option (and any option in the drop-down). Click OK.
    soft credit query soft credit settings
  5. Run and save the query.
  6. Optionally, if you need to export soft credit amounts for gifts given by specific constituents, create a Constituent query of the records to include.
  • This will be the query included on the General tab of the Constituent Export below.
  • We would then have two different queries for the export. A gift query based on Steps 1-5 and the constituent query in Step 6. 
  1. Create a new Constituent export. Optionally, if a constituent query was created in step 6, attach that on the General tab.
  2. On the Output tab, select Summary information > Gifts > Total Gift amount.
  3. The summary field's setting will open a new window. On the General tab in the Soft Credit Gift To, mark Soft credit recipients and select the appropriate option from the drop-down: Use distribution on gift, Split Evenly, or Full amount to all. (Note: Select Use distribution on gift to total just the soft credit amount assigned to the recipient, or Full amount to all to use the whole gift amount.):
    Export summary field options
  4. On the Filters tab, attach the query to created in Steps 1 through 5:
    Export summary field options
  5. Select the desired gift types on the Gift Types tab:
    Export summary field options
  6. Click OK.
  7. Set other desired Export options and fields. Click Export Now to run the Export.

To export gifts the gifts beside the summary field with the soft credits:
  1. Ensure the query is created in Steps 1 through 5 above.
  2. Still in the same constituent Export, select Gifts > Gift Amount.
  3. Specify the number of gifts to export, and follow Steps 9 through 12 to set the remaining gift field options. (Note: These options must match the summary field settings exactly if you're trying to list out the gifts that are totaling up in the Summary Field.)
  4. Click OK.
  5. Add any additional desired gift fields (type, date, etc.)
  6. Set other desired Export options and fields. Click Export Now to run the Export.