Dear Community,I'm not a data manager, but I hope those of you in this community who are can help me/my organization. I am the Director for Donor Relations for a non-profit which has just switched from Raiser's Edge to Donor Perfect. Our data manager, who does not have a background in Computer Science, but is a former DDR who really like databasing.We just made the switch and our Data Manager is still in the learning mode.However, when I was checking my revenue totals, $3,000 + is missing! I drilled down into the totals, experimented running the report with several filters, and discovered that the donations which our division received from our Network for Good End of Year Appeal were not included, because they are "soft credits."I can understand the "best practices" rationale for entering the revenue as a "hard credit" for Network for Good and a "soft credit" for our division. However, do any of you have a suggestion how to filter to allow just this soft credit to be included in the division totals? - These are the only soft credit donations I would like to include.I know my counterparts in other divisions would be happy to know this too.At the urging of our Data Manager, I spoke with Donor Perfect's Help Tech yesterday, who did the best he could in developing a filter for us. However, he explained that I (we DDRs) did not have enough "rights" to access the data.
Since I'm not a Data Manager, I would appreciate your input here. I also would appreciate in understanding how to word my request about having this access, if I'm not expressing it accurately.
What I (my peers) want is to have filter developed in Donor Perfect which allows our Network for Good "soft credit" donations to be included in our fiscal year totals - especially since this online campaign was being pushed hard by our Consultant/new Social Media Coordinator.Thanks!