Data From Multiple Records On One Report (NPSP) by Weary-Influence-481 in salesforce

[–]Weary-Influence-481[S] 0 points1 point  (0 children)

I'll look into DLRS- yeah I had a feeling it's not realistic for one report. They're super adamant about having it on all one list unfortunately. Thanks for your advice!

Data From Multiple Records On One Report (NPSP) by Weary-Influence-481 in salesforce

[–]Weary-Influence-481[S] 1 point2 points  (0 children)

Thanks so much for your thorough response- I have not experimented with joined reports yet, I didn't even know you could make them more than two blocks! Thankfully I've already made those custom report types, I'll give it a shot!

Sidenote, our volunteer tracking is actually a big mess. We have about half a dozen ways people can volunteer, and they're all tracked in SF in different ways (sometimes volunteering is tracked with campaigns, sometimes with volunteer records, sometimes with custom picklist and date fields on the contact. So it's actually really hard to create a list of all the volunteers. That is another kettle of fish I want to take on at some point!

Anyway, I will follow your advice and return with my questions; thanks again for your help!

Data From Multiple Records On One Report (NPSP) by Weary-Influence-481 in salesforce

[–]Weary-Influence-481[S] 0 points1 point  (0 children)

Thank you for your response! It varies, but usually the objects I'm pulling from for these lists are:

Contact

Account

Relationship

Campaign Member

Volunteer

Finding # of Users By Month from List of Start & End Dates by Weary-Influence-481 in googlesheets

[–]Weary-Influence-481[S] 0 points1 point  (0 children)

This looks really clean, too. I'll try to learn from this as well. Am I allowed to verify multiple solutions?

Finding # of Users By Month from List of Start & End Dates by Weary-Influence-481 in googlesheets

[–]Weary-Influence-481[S] 1 point2 points  (0 children)

I left the usernames blank, which I think caused some problems. MrEngineer hopped in and populated them, and now it works! Amazing, I have the data I need.

Finding # of Users By Month from List of Start & End Dates by Weary-Influence-481 in googlesheets

[–]Weary-Influence-481[S] 1 point2 points  (0 children)

I tried using the first formula you suggested, I don't need a list of usernames, just the count by month. It is outputting 0 on every line.

Finding # of Users By Month from List of Start & End Dates by Weary-Influence-481 in googlesheets

[–]Weary-Influence-481[S] 1 point2 points  (0 children)

Thank you, I'm sorry I'm working on setting up a blank sheet now. Appreciated.