How-to use Bucket Fields in Salesforce Reports

Click to watch How-to Use Salesforce Bucket Fields
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In this training video, we cover how Bucket fields can be used in Salesforce reports to group data.

New Salesforce Training Video: Basic Reporting for Nonprofits is pleased to make available the first video in our new Salesforce training series on Reporting & Analytics.  
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Salesforce Training: Summary and Matrix Reports

Summary and Matrix Nonprofit Report Training
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In this Salesforce training video, we cover building summary and matrix reports, bucket fields,  and highlight a couple important use cases for nonprofit organizations.

Salesforce Training: Report Filters

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A training video on using filters to build Salesforce reports that meet the needs of nonprofits using the Nonprofit Starter Pack (NPSP). In this video we cover:

  • Adding Basic Filters
  • Using Multiple Filters
  • Field-types and Filters
  • Report logic 
  • Additional features

* Cross Filters will be covered in a future training video

Salesforce Training: Basic Reporting for Nonprofits

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Basic Reporting for Nonprofits is more than an introduction to Salesforce reports. After watching this video viewers should be able to create and customize reports as well as print, export, schedule reports and add the results to campaigns. 

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