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Essentials of Salesforce Reports

Introduction

Things to clarify before running a report:

Understanding Salesforce Data Structure

Selecting the Right Report

Report Types Overview

Donation vs. Contact Reports

Event Reports

Filters and Customization

Working with Filters

Filter Logic Explained

Customizing Reports

Resources

For Your Reference

Accuracy and Best Practices

Salesforce Report [live, dynamic document]:

Excel Spreadsheet [static document]:

Tips & Troubleshooting

🎮 Pixel Quest: Report Runner's Journey

Quiz

Quiz: Getting Started

Quiz: Data Structure Basics

Quiz: Choosing Report Types

Quiz: Donations and Contacts

Quiz: Report Customization

Feedback

Course Content Survey

Learning Experience Survey

Mastering Salesforce Reports: Planning, Selection, and Custom Filtering is your practical guide to turning Salesforce data into confident decisions. Whether you’re new to reporting or looking to sharpen your skills, this course walks you step-by-step from planning a report to selecting the right report type and applying precise filters. You’ll learn how Salesforce organizes data into objects and records—and why that matters when you choose report types like Contacts, Donations/Opportunities, and Events. We’ll demystify essential reporting concepts, show you how to navigate the Reports tab efficiently, and help you build reports that are accurate, insightful, and fast. The course emphasizes pre-report planning so you can ask the right questions, avoid common pitfalls, and save time. You’ll practice customizing reports with columns, groupings, sorting, and filter logic (AND/OR) to surface exactly what your stakeholders need. We’ll also clarify when a live Salesforce report is best and when a static Excel export makes more sense. By the end, you’ll be able to create clean fundraising summaries, segmented mailing lists, event tracking dashboards, and troubleshooting checklists that keep your data trustworthy. Interactive quizzes reinforce each concept, and practical tips help you diagnose missing or incorrect data. If you want repeatable, accurate reporting that drives action—not confusion—this course will get you there.

Mastering Salesforce Reports: Planning, Selection, and Custom Filtering

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            <p>Getting started with Salesforce can feel like being handed the keys to a massive library without a map. You know the information you need is in there somewhere, but finding it—and making sure it’s accurate—is a whole different story. This course is designed to take the guesswork out of that process by focusing on the essential foundations of reporting. We’ll start by breaking down the basic terminology and the way Salesforce organizes data into objects and records. More importantly, we’ll look at the critical questions you should ask before you even click the "New Report" button. By clarifying your goals and understanding the underlying data structure, you’ll save yourself hours of frustration and ensure your reports actually provide the insights your team needs.</p>

<p>Once you have a solid plan, the next step is mastering the tools to bring that data to life. We will dive deep into selecting the right report types—whether you're tracking donations, managing contact lists, or analyzing event registrations. You’ll learn how to use filters and advanced logic to narrow down your results with precision, and how to customize your view by grouping and sorting data for maximum clarity. We’ll also explore the vital difference between a live, dynamic Salesforce report and a static Excel export, helping you decide which format is best for your specific situation. By the end of this journey, you’ll not only know how to build a report but also how to troubleshoot common issues and maintain the high level of data accuracy required for confident decision-making.</p>
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