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Product Documentation

NPSP Reports Workbook

This guide introduces nonprofit administrators to the NPSP reports and demonstrates how the reports can be customized to meet any organization's needs.

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Audience and Prerequisites

 ATTENTION FOLKS : The screenshots and accompanying steps in this document might look different than what you see in your Salesforce org. That's because, as of November 2016, Nonprofit Success Pack defaults to the Lightning Experience user interface for new trials. To find out more about Lightning Experience, check out this doc.
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.
Contributed by Sarah Marovich
First published March 1, 2017
Last modified June 28, 2017