Salesforce Reporting 101 for Nonprofits
Watch this back-to-the-basics webinar recording, and learn about the reporting capabilities Salesforce has to offer. In this session, Data Consultant Dan Weik, and Database and CRM Manager Matt Devine, will show you 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