NPSP Reports and Dashboards
NPSP Reports and Dashboards provides a set of pre-configured reports and dashboards commonly used by nonprofits. We'll look at and learn about the following reports as well as other reports associated with the various modules:
- NPSP Campaign Household Mailing List: This is a basic family name and address listing.
- SYBUNT Report: This is a prospecting report of lapsed donors that shows donors who gave during some years but not this year.
- LYBUNT Report: This is a prospecting report of donors who gave last year but not this year.
- Households and Donations Report: This is a composite report showing combined donations per household.
Dashboards can be extremely helpful to visualize, at a glance, an overall picture of data collected:
Figure 1.8 – A sample volunteer data dashboard based on reports in Salesforce
Nonprofit Cloud Case Management with Service Cloud
Although they are paid products, Nonprofit Cloud Case Management with Service Cloud and Tableau for Nonprofits are both considered part of the program management features in Nonprofit Cloud. Nonprofit Cloud Case Management is designed for organizations that are offering direct programs and services to clients; it helps manage caseloads with personalized care plans and accountability. Nonprofit Cloud Case Management simplifies intakes and referrals, and helps service providers keep clients on track with built-in assessment functionality.
Tableau
Tableau for Nonprofits makes available starter dashboards for program management to visualize program data and easily identify trends. We will look at how these paid features could be necessary to enhance and extend program functionality.
