Salesforce Advanced Reporting
Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Advanced Reporting I 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
All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.
This training is offered in conjunction with Bootcamp Plus: Form Assembly with Salesforce. Sign up for a single session, or both for a heightened Salesforce learning experience.
About Bootcamp Plus:
Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.
All of our bootcamps are taught by our Director of Training, Paul Baxter.
A Few Details:
Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).
Note: Chromebooks and tablets are not recommended.
We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: http://501partners.com/contact-us/directions/
We will provide some coffee and snacks in the morning, and will give you a lunch break around noon to visit local restaurants.