Filtering for DAFs in the Soft Credit Report

  1. Navigate to Reports in the left-hand side navigation menu in your Eleo database.

  1. Click on the shortcut titled Gift to jump to that section.

  1. Scroll down to the Soft Credit Report.

  1. Filter for Gift Source: Donor-Advised Fund and any other criteria you would like to narrow down by in your database.

  1. Export to Excel, PDF, or choose if you want to click View to review the data directly within Eleo.  From the Report Viewer, you may filter further if needed, and export to PDF, Excel, or CSV.

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