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Getting Started with Salesforce Reports

How to Run Reports 

Toolbox vs. Regular Reports: Which to Choose?

Using Salesforce Report Templates

Expert Walkthroughs

Expert Walkthrough: Part 1

Expert Walkthrough: Part 2

Expert Walkthrough: Part 3

Planning and Requesting Reports

What to Clarify Before You Start

When to Request Admin-Run Reports

Resources

Additional Information

Quiz

Quiz Question 1

Quiz Question 2

Quiz Question 3

Quiz Question 4

Quiz Question 5

Course Feedback

Survey Question 1

Survey Question 2

Survey Question 3

$ (USD)

Mastering Salesforce Reporting Tools and Scoping for Fundraisers is a practical, results-focused course designed specifically for development professionals who rely on clean, timely data to drive campaigns, steward donors, and hit revenue targets. You’ll learn how to navigate Salesforce Reports with confidence, choose the right tool for the job (including time-saving Toolbox Reports), and apply templates to quickly surface donor, gift, and pipeline insights. Beyond mechanics, this course trains you to think like a data partner—clarifying scope, filters, and date ranges before you click Run—so your reports are accurate the first time. Through expert walkthroughs and hands-on practice, you’ll understand which tasks are self-serve and when to tap your Admin team for complex requests. By the end, you’ll be able to open, customize, and save reports; apply best-practice filters; highlight the columns and summaries fundraisers truly need; and export polished outputs for meetings and mailings. Whether you’re preparing a board-ready revenue snapshot, building a LYBUNT list, or evaluating major gift portfolios, you’ll gain a reliable workflow to turn Salesforce data into clear action. If you’re ready to reduce back-and-forth, eliminate guesswork, and deliver insights faster, this course is for you.

Reports for Fundraisers

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            <p>By now, you’ve likely spent your first few months at JNF getting comfortable with our mission and building relationships with donors. However, as you move past the 90-day mark, you’ve probably realized that Salesforce is more than just a place to store contact info—it’s the engine that drives your fundraising strategy. This course is designed to help you move from simply navigating the interface to truly mastering the reporting tools at your disposal. We will start by breaking down how to efficiently run reports and, more importantly, how to decide whether a standard Salesforce report or a specialized Toolbox report is the right tool for your specific needs. You’ll also learn how to leverage existing templates to pull donor lists and gift histories in a fraction of the time it would take to build them from scratch.</p>

<p>Beyond the technical clicks, we are going to focus on the art of "scoping" your data. One of the biggest hurdles for fundraisers is ensuring the data they pull is actually accurate and useful for their goals. We’ll walk through the essential questions you need to ask regarding date ranges and criteria before you ever hit the "run" button, helping you avoid common pitfalls. You’ll also get a front-row seat to expert walkthroughs with Deborah Schwartz, who will guide you through advanced filtering, interpreting results, and exporting data for your external use. By the end of this training, you’ll have a clear checklist for your reporting needs and a solid understanding of when you can handle a report yourself versus when it’s time to reach out to the Admin team for a more complex request.</p>
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