Basics of Reports and Dashboards
Reports and dashboards are very important components of Causeview because they bring together all of the information you have saved in Causeview, allowing you to see trends over time and get a comprehensive view of your constituents and activities. Reports are highly customizable and flexible, and can draw on any information you have saved in Causeview to meet your needs. Reports can also include visual components like charts to help you better understand your data.
Many report templates designed to meet common reporting needs for non-profit organizations are available in the “Causeview Reports 2.0” folder. These existing report templates, which draw on your organization’s information saved in Causeview, can be run as they exist or customized to suit your reporting needs. If you use a customized version of a report template regularly it can be saved in Causeview and run with current data quickly and easily whenever needed. Reports can also be automatically run and emailed to one or several Causeview users on a schedule by the application.
You can also create a fully customized report outside of these prefabricated templates, either to use once or to save and run regularly. Custom reports are created by choosing a generic report type that includes all of the relevant Causeview entities and dragging and dropping information fields into the report as needed.
Dashboards are customizable pages within Causeview that allow you to view multiple graphical representations of your Causeview data at one time. The charts within the dashboard are usually based on report templates. Several useful dashboards are prefabricated in Causeview, but they can be customized or newly created to meet your needs. Dashboards are useful for understanding your organization’s progress quickly, and can be integrated into your Causeview home page
For more details on Salesforce and Reporting, we encourage you to review the following help resources from Salesforce: https://help.salesforce.com/articleView?id=analytics_overview.htm&type=5