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!
Products
Course
Section
Lesson
Use Case and Thinking Through Donor Retention Report Request
Use Case and Thinking Through Donor Retention Report Request
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!
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