From the course: Nonprofit Customer Relationship Management with Salesforce

Unlock the full course today

Join today to access over 22,400 courses taught by industry experts or purchase this course individually.

Reporting

Reporting - Salesforce Tutorial

From the course: Nonprofit Customer Relationship Management with Salesforce

Start my 1-month free trial

Reporting

- [Instructor] Salesforce offers useful realtime reports that are actionable and allow for measurement. A report is a set of records that meets certain criteria. There are standard reports and we can make custom ones too. Reports can be added to a dashboard which provides a visual representation of the data. Reports are generated for a purpose such as a call list, donations report, or any data you're interested in reviewing. Salesforce reports catalyze adoption by showing past successes as well as realtime progress. Issues with data must be resolved before distributing important reports to ensure report accuracy. Work with standard reports before developing customized ones to gain a greater understanding of report building. Let's have a look at the standard reports. We'll head over to the left-hand side here and click on the app finder, and we'll scroll down. Then we'll click on Reports. The left-hand menu displays the report and folder categories here. Let's click New Folder here on…

Contents