Nonprofit Success - Custom Reports
Contents |
Custom Reports
Overview
Salesforce comes with many useful standard reports and dashboards. This section intends to outline the custom reports that have been pre-created to address some common specific needs of nonprofits.
Understanding how to use reports and create custom reports is crucial to success. See the "Free On-line Training" section of this document for more information on where to find fundamental reporting training.
Donation Reports
- Dashboard Donation History - by Contact
- Donation History - by Contact – shows all closed donations by contact
- Donation History - by Household – shows all closed donations by household
- Donation History - by Organization – shows all closed donations by organization
- Donation Pipeline By Month – report of all donations by month for current and next fiscal quarter
- Donation Pipeline by Stage – report of all donations by stage for current and next fiscal quarter
- Donations in Last 60 Days
- Membership History - by Contact – shows all memberships by contact
- Most Generous Organizations – Which organizations are donating the most?
- Pending Donations - by Organization – shows all pending donations by organization
Link Reports - only use with the custom Contact and Organization buttons
- Contact Connections Report – used to show all connections by contact
- Contacts by Organization – report of all contacts within a specific organization
- Donation History by Contact – report of all closed donations by contact
- Donation History by Organization – report of all closed donations by organization
- Organization Connections Report – used to show all connections by organization
Contacts & Organizations
- All Businesses – list of all business organizations
- All Contacts – list of all contacts
- All Foundations – list of all foundation organizations
- All Government – list of all gonverment organizations
- All Nonprofits – list of all nonprofit organizations
- All Organizations – list of all organizations