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Nonprofit Success Pack (NPSP) Managed Package
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            NPSP Reports Workbook

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            3. Nonprofit Success Pack (NPSP) Managed Package

            NPSP Reports Workbook

            This guide introduces nonprofit administrators to the NPSP reports and demonstrates how you can customize the reports to meet your organization's needs.

            Reports provide answers to questions. A well-designed report can answer frequently asked questions, such as:

            • Who donated last year but hasn't yet this year?

            • Who are our top 25 donors?

            • Which members are due for renewal next quarter?

            To get started, review Audience and Prerequisites, the Nonprofit Salesforce How-To Series video, and download the Reports Workbook PDF file.

            Audience and Prerequisites

            You should have some familiarity with the Nonprofit Success Pack, Salesforce, and Salesforce reports before attempting to step through this guide. If you haven't already done so, we recommend that you complete the Nonprofit Fundraising Trail and the Reports & Dashboards Trailhead Module before proceeding.

             
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