Welcome!

Welcome!



Welcome to our QuickStart NPSP Reporting: Free Mini-Course for Nonprofits! I’m Sarah and I will be your instructor. In this course, we'll be exploring the power of data and how it can help your organization achieve its goals.

I'll start by going over the basics of report types and how they can be customized to help you display more data than a Salesforce standard report.

Next, I'll dive into building a donor retention report.

Then I’ll show you how to build a special formula to build a communication capability report.

These reports help organizations to improve their communication and retention strategies.

By the end of this course, you'll have the skills you need to use data to make informed decisions and drive your organization toward success. Let's get started!

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!