Salesforce Reporting 201 for Nonprofits
Watch this webinar recording, and learn about the reporting capabilities Salesforce Classic has to offer. In this session, Data Consultant Dan Weik will show you how to:
– Create a “Last Year But Unfortunately Not This” (LYBUNT) report to analyze donor retention
– Use cross filters and “and/or” statements to increase the effectiveness of your reports
– Create a dashboard with reports to give your team the data they need in easy-to-view, bite-size pieces