I'm not loving the way Soft Credits are handled in NPSP. The reporting is somewhat clunky and it's not easy to differentiate between partial and full credit. Every time I think I have it figured out, the data doesn't align.
I have donors showing up with a Contact Role and therefore seemingly with full soft credit, but there's also a partial soft credit. I want to see donor, opportunity data, soft credit recipient (account or contact) and the soft credit amount (full or partial). This doesn't seem attainable through the Soft Credit set up in NPSP. I have read and reread all the documentation and nothing seems to accomplish what I need.
Has anyone attempted a custom object to pull ALL soft credits into one place? (Partial, Full, Account) Either a Soft Credit object or a Soft Credit opportunity type. I'd have to take a look at all the rollups and reconfigure some system defaults, but with the amount of time I've spent trying to get this in reporting...it might be worth it in the long run!
Thoughts? Suggestions?
Hi @Lori Rickards and @Danica Wytcherley
Have you figured out how to run the report to see the historical soft credit records?
