Elliot Stuart, the Fundraising Team Manager, wants to track open donation pledges from May 1 to September 30 and see who owns them so he can follow up. The administrator is asked to create reports and dashboards showing: 1) the sum of open donations for each user, 2) the sum of open donations each week, and 3) progress on open pledges versus a $10,000 target to see if an extra marketing drive is needed. Elliot also wants these reports to run automatically each Monday at 7am and only be visible to him and his team.

1. www.salesforcefoundation.org/intl
@tetsuwandrew
Drew Smith
Product Program Manager, Asia Pacific
Reports and Dashboards
Basic Examples for Nonprofit Users

2. Defined set of records and fields
Returned set of records that meets the Report Type
Charted results from Reports
How Do The Pieces Work in Salesforce?

3. Assumptions:
- You are the Administrator
- Opportunities = Donations
- Your Fundraising Team ‘Role’ and ‘Hierarchy’ are set up
- You are using Chatter
Step 1: The Fundraising Team Manager, Elliot Stuart wants to know the details on open
donation pledges weekly from May 1 through to September 30 and who owns the open
donation pledges so that he can follow up with each the team member.
Step 2: Elliot has asked you to create some key charts around the open donation situation for
the period.
1. Sum of open donations for each user over the period
2. Sum of open donations each week over the period
3. Track the progress on the open donation pledges total versus the $10,000 target
for the next 3 months to understand if an extra marketing drive is needed
Step 3: Elliot also wants this to run each week automatically on Monday at 7am and want
these reports only visible to him and his team.
Video Link Here
Reports and Dashboards – Scenario Demonstrations

4. Download this Deck:
http://www.slideshare.net/SalesforcefoundationAPAC/
Salesforce Reports and Dashboards: Here
Getting Started with Analytics – Cheetsheet: Here
Salesforce Foundation Best Help on Youtube: Here
ForcifyMe Nonprofit Salesforce Training Videos: Here
Where to Find More