The Basics of Reporting in Causeview

    Understanding and analyzing your data and results is essential to growing your non profit organization using Causeview and Causeview ships with over 57 pre-defined reports that you can use, which can be found under Other Reports, or, you can build your own to see the data you want to see, the way you want to see it. The Reporting function in Salesforce allows you to:

    • Run Reports: both standard and customized

    • Customize Standard and Personal Reports

    • Create New Reports from Scratch

    • Print Reports

    • Export Reports Results to Excel

    Causeview’s custom reports focus around transactions and allocations, and allow you to build custom reports off the relationships between these objects in Salesforce the relationships they have with other objects (Organizations, Individuals, etc.) in Salesforce allowing you to build extremely complicated reports with ease. Reports that would take hours to build are now able to be built in as little as five minutes. We’ll learn how to build custom reports in the Build Custom Reports section.

    Through the use of reporting, your non profit organization will be able to make informed decisions and gather insights about fundraising targets, objectives, and strategies. The result: better information for your directors and growth for your non profit organization.

    The Reports tab in Causeview looks like this.

    On the Reports tab, you can:

    1. Search: search for custom reports using the search functionality at the top of the page using keywords. This search looks for matches in the report name and description field.

    2. Report Folders: view or manage reports using folders. Select a folder to view all reports contained in that folder that you have permission to view. These are reports that are standard to Salesforce or Causeview or have been created by your company and have been provided for your use.

    3. All Reports: Click on this tab to view all the folders and the reports that you have permission to view.

    4. Recent Reports: displays all the recent custom reports that you have accessed.

    5. Create New Custom Report: allows you to create your own custom report if you would like to run a report that does not already exist in the report folders.

    6. Run a Report: click on the report name hyperlink to run the report.

    The Basics of Reporting in Causeview