Building a Communication Capability Formula
Building a Communication Capability Formula
QuickStart NPSP Reporting: Free Mini-Course for Nonprofits
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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!
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QuickStart NPSP Reporting: Free Mini-Course for Nonprofits
Buy now
Learn more
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!