Whichever objects you choose for the report type determine what data you see in the report and what options you have to filter the data. These are the building blocks of all reports so it’s critical to understand how they shape your data before you get to the business of creating reports.Įvery report is centered around a standard or custom object (or multiple standard or custom objects). If you can’t customize an existing report to get what you need, then you should create a new report.Īnd now it’s time to do exactly that! After an introduction to two important report components. When you need a report, it’s best first to find a report that mostly meets your needs, and then customize it with filters. Most Salesforce admins also create several reports for their users during the initial Salesforce setup and configuration process. As we learned earlier, Nonprofit Success Pack (NPSP) comes with more than 60 fundraising and stakeholder reports. When Anthony needs to answer some questions using data, his instinct is to first look for existing reports before doing anything else-and that’s a wise move. But what happens when you can’t use an existing report or customize a standard report? You can create a new report-no matter what your reporting needs may be, NPSP has the tools to help you succeed! Let’s rejoin Anthony Hall, the No More Homelessness (NMH) Program Manager, as he explores how to create a new report. So we just learned that NPSP has some powerful out-of-the-box reporting functionality. Choose the right report type for a data set.After completing this unit, you’ll be able to:
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