Reporting Fundamentals Part 1

$200.00

The Salesforce Report Builder is easy to learn and hard to master. This course starts off by teaching you how to think about and approach your reporting needs before you build the first report. We talk about how your data connects, explain why you’re not really seeing duplicates sometimes when you may think you are, and introduce you to the report builder itself. This course is suitable for non-administrators as well as admins.

Taught every 6 weeks. This course is two hours.

Registration is per ORGANIZATION - add 1 to your cart, have as many employees as you like attend.

The Salesforce Report Builder is easy to learn and hard to master. This course starts off by teaching you how to think about and approach your reporting needs before you build the first report. We talk about how your data connects, explain why you’re not really seeing duplicates sometimes when you may think you are, and introduce you to the report builder itself. This course is suitable for non-administrators as well as admins.

Taught every 6 weeks. This course is two hours.

Registration is per ORGANIZATION - add 1 to your cart, have as many employees as you like attend.

Who should take this course

  • You are responsible for building reports in Salesforce

  • You have the right level of permission to be able to create your own reports in Salesforce

What you’ll learn

  • How to think about the way your data is connected, so you experience less frustration when approaching reports

  • How to use the report builder:

    • Navigating the Reports tab

    • Creating a new report from scratch - which option to choose?

    • Adding and removing columns

    • Adding and removing filters

    • Built-in summary functionality, columns and groups

    • Bucket fields

    • Adding charts to a report

What to expect from this course

  • Each course is two hours, online, taught by an experienced Salesforce consultant who has hands-on experience managing Salesforce for nonprofits across many organizations

  • You will receive a Zoom link prior to the course you’re registered for

  • Anyone who has the right permissions to create a new report can take this course.

  • We will be using examples from the Nonprofit Success Pack (NPSP) to illustrate creation of different types of mailing list reports, so if you don’t use the NPSP the examples may be a little unclear.

  • If you’re new to Salesforce, please ensure you have at least taken our introductory course (the free “Salesforce Basics - Getting Started”) or are very familiar with Accounts, Contacts and Opportunities/Donations in the NPSP

  • This is a very hands-on course. You will be working in your real Salesforce.

  • We will ask for real reports you need to build and illustrate as many as possible during the course.