QuickStart NPSP Reporting: Free Mini-Course for Nonprofits

Free

QuickStart NPSP Reporting: Free Mini-Course for Nonprofits

Course
13 Lessons

Building reports will be one of the requests you get most often as a Salesforce Admin at a nonprofit. This mini-course will help you successfully build a couple of custom reports as well as a custom report type. Get step-by-step video instructions and screenshots to aid your learning journey. You can complete this course in an hour or less.

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Check out what's in store for you!

Build a Donor Retention Report

Learn a quick way to build a donor retention report in NPSP!

No Formulas Required.

Build a Communication Capability Report

Learn how to build a report that will help you gain insights on how many people you can reach by mail, email, and phone.

Make your Marketing Director leap for joy!

Meet Your Guide

Sarah Epting

I'm Sarah Epting, the Founder and CEO of Technopath. I'm passionate about guiding both nonprofit professionals and future Salesforce Admins to harness the power of Salesforce to better their community.

I am here so you could use my 18 years of combined nonprofit and Salesforce experience to help to take your career or nonprofit to the next level through the NPSP Academy.

Let's make it happen!

Course Outline

Introduction

Welcome!

Preview

Optional: Get a trial NPSP org with data

Creating a "Deluxe" Report Type

What is a Report Type? Video Demo on How to Build a Deluxe Report Type

How to create a "Deluxe" Report Type - Step by Step

Creating a Donor Retention Report

Using a Trailhead Org? Do this first: Upload Sample Data

Use Case and Thinking Through Donor Retention Report Request

Create a Donor Retention Report

Step-by-Step Instructions: Donor Retention Report

Adding email and filtering out constituents who do not want to be contacted

Communication Capability Report

Use Case and Thinking Through a Communication Capability Report

Building a Communication Capability Formula

Building a Communication Capability Report

Conclusion - Data Driven Decisions to Make from these two reports

Time to Wrap Up!