Learn about reports and dashboards included in the nonprofit Case Management managed package and learn more about using Tableau for advanced reporting.
Note Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud. This content provides information about a nonprofit managed package. Find the Nonprofit Cloud documentation in Nonprofit Cloud. If you're not sure which version your organization uses, check with your Salesforce admin.
- Case Management Reports and Dashboards
Reporting makes it easy to extract meaningful data about your Clients and Programs. You can make copies of reports and filter them to include the Clients and Programs you manage, then add them to your personal dashboards so you can track progress. - Tableau for Advanced Reporting
Use Tableau Dashboard Accelerators with Salesforce to turn your client and program data into actionable insights that can help you improve your program performance and increase your organization's impact.