Salesforce Reporting 101 for Nonprofits
If you use a Salesforce-based product, such as the Nonprofit Success Pack™ (NPSP) or Luminate CRM™, you have some of the most powerful, flexible reporting tools available for nonprofits. But do you know what reporting capabilities Salesforce has to offer?
I recently teamed up with my colleague, Dan Weik, data consultant at Cathexis Partners, to present a back-to-the-basics webinar on Salesforce Reporting 101 for Nonprofits. In the webinar, we demonstrated how to:
- Navigate the folder structure in the Salesforce report “home screen”
- Work with report types and determine which are best for your needs
- Use standard reports that are available right out of the box
- Customize existing reports and save them as your own
- Create a new report from scratch
Watch the recorded webinar to learn how to set up and run the Salesforce reports you need for yourself, your team, your funders, your board members, and other stakeholders. And, contact Cathexis Partners if you have questions or would like some help setting up and using Salesforce reports.
by Matt Devine, Senior Database and CRM Manager, Cathexis Partners
Matt has Salesforce Administrator and Luminate CRM certifications and supports multiple Cathexis Partners clients on the Salesforce Nonprofit Success Pack and Luminate CRM products. Prior to joining Cathexis Partners, Matt worked at a nonprofit supporting the internal team, organization, and donors.