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

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

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Introduction

Welcome!

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!