Bootcamp PLUS

Salesforce Advanced Reporting

Learn how to choose, organize and present the most common reports that any nonprofit admin will use.

Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Salesforce Advanced Reporting workshop. Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what may happen in the future!

We will identify the type of information you’ll need from each report, learn how to select the report type, and ultimately how to present the data to others in your organization. We will also review the structure of Salesforce and its role in reporting so that you have a wide-angle view on building reports.

Leave with the confidence and knowledge to:

  • Create and Run Commonly Used Reports/Charts
  • Use Pre-built Reports in the Nonprofit Starter Pack (NPSP)
  • Build simple reports
  • Create Charts
  • Create and Run Tabular and Summary Reports
  • Manipulate Mailing Lists: Exporting Data to Excel
  • Export to Campaigns
  • Create Dashboards

Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a pre-requirement for registration. Contact us at (978) 232-9200 if you have any questions about this requirement.

Register for Upcoming Sessions

Dec
15
Fri
BOOTCAMP PLUS: Advanced Reporting @ 501Partners
Dec 15 @ 1:00 pm – 4:00 pm
BOOTCAMP PLUS: Advanced Reporting @ 501Partners | Boston | Massachusetts | United States

Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Salesforce Advanced Reporting workshop. Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what may happen in the future!

We will identify the type of information you’ll need from each report, learn how to select the report type, and ultimately how to present the data to others in your organization. We will also review the structure of Salesforce and its role in reporting so that you have a wide-angle view on building reports.

Leave with the confidence and knowledge to:

  • Create and Run Commonly Used Reports/Charts
  • Use Pre-built Reports in the Nonprofit Starter Pack (NPSP)
  • Build simple reports
  • Create Charts
  • Create and Run Tabular and Summary Reports
  • Manipulate Mailing Lists: Exporting Data to Excel
  • Export to Campaigns
  • Create Dashboards

All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.

This half-day training is offered in conjunction with Bootcamp Plus: DIY Data Migration. Sign up for a single session, or both for a heightened Salesforce learning experience.


About Bootcamp Plus:

Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.

All of our bootcamps are taught by our Director of Training, Paul Baxter.


A Few Details:

Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).

Note: Chromebooks and tablets are not recommended.

We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: https://www.501partners.com/contact-us/directions/.

We will provide some coffee and snacks in the morning, and will give you a lunch break around noon to visit local restaurants.

Jan
19
Fri
BOOTCAMP PLUS: Advanced Reporting @ 501Partners
Jan 19 @ 9:00 am – 12:00 pm
BOOTCAMP PLUS: Advanced Reporting @ 501Partners | Boston | Massachusetts | United States

Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Salesforce Advanced Reporting workshop. Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what may happen in the future!

We will identify the type of information you’ll need from each report, learn how to select the report type, and ultimately how to present the data to others in your organization. We will also review the structure of Salesforce and its role in reporting so that you have a wide-angle view on building reports.

Leave with the confidence and knowledge to:

  • Create and Run Commonly Used Reports/Charts
  • Use Pre-built Reports in the Nonprofit Starter Pack (NPSP)
  • Build simple reports
  • Create Charts
  • Create and Run Tabular and Summary Reports
  • Manipulate Mailing Lists: Exporting Data to Excel
  • Export to Campaigns
  • Create Dashboards

All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.

This half-day training is offered in conjunction with Bootcamp Plus: Salesforce Toolbox for Admins. Sign up for a single session, or both for a heightened Salesforce learning experience.


About Bootcamp Plus:

Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.

All of our bootcamps are taught by our Director of Training, Paul Baxter.


A Few Details:

Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).

Note: Chromebooks and tablets are not recommended.

We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: https://www.501partners.com/contact-us/directions/.

We will provide some coffee and snacks in the morning, and will give you a lunch break around noon to visit local restaurants.

Feb
16
Fri
BOOTCAMP PLUS: Advanced Reporting @ 501Partners
Feb 16 @ 1:00 pm – 4:00 pm
BOOTCAMP PLUS: Advanced Reporting @ 501Partners | Boston | Massachusetts | United States

Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Salesforce Advanced Reporting workshop. Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what may happen in the future!

We will identify the type of information you’ll need from each report, learn how to select the report type, and ultimately how to present the data to others in your organization. We will also review the structure of Salesforce and its role in reporting so that you have a wide-angle view on building reports.

Leave with the confidence and knowledge to:

  • Create and Run Commonly Used Reports/Charts
  • Use Pre-built Reports in the Nonprofit Starter Pack (NPSP)
  • Build simple reports
  • Create Charts
  • Create and Run Tabular and Summary Reports
  • Manipulate Mailing Lists: Exporting Data to Excel
  • Export to Campaigns
  • Create Dashboards

All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.

This half-day training is offered in conjunction with our early morning session: Bootcamp Plus: DIY Data Migration. Sign up for a single session, or both for a heightened Salesforce learning experience.


About Bootcamp Plus:

Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.

All of our bootcamps are taught by our Director of Training, Paul Baxter.


A Few Details:

Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).

Note: Chromebooks and tablets are not recommended.

We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: https://www.501partners.com/contact-us/directions/.

We will provide some coffee and snacks in the morning, and will give you a lunch break around noon to visit local restaurants.

Half-Day Workshop (Morning)

$99 Introductory Offer per workshop

Take The Whole Day!

Form Assembly for Salesforce is offered in the afternoon.

$99 Introductory Offer per workshop