The system admin at a nonprofit has set up automated soft credits to grant to the solicitor of each donation. The development director wants a report…

To create a report that shows who the solicitor is for each donor using automated soft credits, the

system admin should use the "Opportunities with Partial Soft Credits and Contacts" report type. This

report type allows the inclusion of soft credits and the related contacts, making it possible to track

the solicitor for each donation.

Steps to Create the Report:

Choose the Report Type:

Navigate to the Reports tab and click "New Report."

Select the "Opportunities with Partial Soft Credits and Contacts" report type.

Customize the Report:

Add the necessary fields to display the solicitor, donor, and relevant opportunity information.

Use filters to refine the data as needed.

Save and Run the Report:

Save the report with an appropriate name and run it to view the results.

Reference:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Create and Customize Reports