Before You Get Started:
Before proceeding, make sure you have completed the steps to install and configure the Give Lively for Salesforce app.
Reports and Dashboard
Give Lively’s free Salesforce app includes a collection of reports and a dashboard to give additional insight into donations and donors processed through Give Lively’s fundraising platform. The dashboard and reports both work with or without Salesforce Nonprofit Success Pack (NPSP).
Reports
Note that all reports can be cloned or edited.
Give Lively Opportunities
Give Lively Donors
Give Lively Donations by Text Code
Give Lively Donations Per Account
Give Lively Old Open Recurring Donations
GL Opps and Ticket Purchases by Campaign
Give Lively Recurring Donors
Give Lively Opportunities by Campaign
Dashboard
Most Recent Give Lively Donations
Give Lively Donations by Fiscal Period
Give Lively Opportunities by Campaign
Give Lively Donors
Opp and Ticket Purchases by Campaign
Give Lively Donations by Text Code
How to view reports
Navigate to “All Folders”
Click on the “Give Lively Reports” folder
You will see a list of the new reports
How to clone or edit Give Lively reports
For more information on building and editing Salesforce reports and dashboards, try this: https://trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards
How to share access to reports
Non-admins may not automatically have access to newly available reports. Follow these instructions to grant access to your users:
Search “reports” in the Salesforce App Launcher
Navigate to “All Folders”
Look for “Give Lively Reports”
Click the corresponding dropdown arrow and then “Share”
From the Share menu, add any Roles, Public Groups, or Users who need to access these reports.
Repeat steps as needed for Dashboard access
How to access the dashboard
Search for “dashboards” in the Salesforce App Launcher
Click on “Dashboards”
Navigate to “All Dashboards”
Search for “give lively”
Click to view the new dashboard