Bootcamp PLUS

Salesforce Advanced Reporting

Learn how to choose, organize and present the most common reports that any nonprofit admin will use.

Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Salesforce Advanced Reporting workshop. Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what may happen in the future!

We will identify the type of information you’ll need from each report, learn how to select the report type, and ultimately how to present the data to others in your organization. We will also review the structure of Salesforce and its role in reporting so that you have a wide-angle view on building reports.

Leave with the confidence and knowledge to:

  • Create and Run Commonly Used Reports/Charts
  • Use Pre-built Reports in the Nonprofit Starter Pack (NPSP)
  • Build simple reports
  • Create Charts
  • Create and Run Tabular and Summary Reports
  • Manipulate Mailing Lists: Exporting Data to Excel
  • Export to Campaigns
  • Create Dashboards

Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a pre-requirement for registration. Contact us at (978) 232-9200 if you have any questions about this requirement.

Register for Upcoming Sessions

Half-Day Workshop (Morning)

$99 Introductory Offer per workshop

Take The Whole Day!

Form Assembly for Salesforce is offered in the afternoon.

$99 Introductory Offer per workshop