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Salsa Weekly Highlight: Built-In Reports

(From this week's Weekly Highlight email. Click here to sign up to receive it in your inbox every week!)

Greetings!

It's the "Salsa Weekly Highlight," your quick hit on what's new in Salsa to help get the most out of your online program. As always, you can find plenty more news, updates, and conversation throughout the week on SalsaCommons.org.

You probably know that we on the Salsa team create many different built-in system reports. Up until now, to access those reports, it's been necessary to drop them onto your dashboard.

But I'm pleased to, ah, report that we've simplified the process of browsing and using those reports.

Built-In Reports

On many of the tabs in your Salsa headquarters (including Supporter Management, Email, Advocacy, Donations, Website Features, and Events) you'll now find a navigation link called "Built-In Reports".

Image: The Built-In Reports link in the Salsa navigation bar

This link opens a table of system-wide Salsa default reports relevant to the tools in the tab that you're browsing.

From that table, you can:

  • Run a report at one click;
  • Drop the report onto your dashboard; or,
  • Clone a copy to your own headquarters' Custom Reports list for further editing.

Image: A list of built-in supporter reports

Best of all, these lists will always be the most current set of Salsa default reports. As we create new reports, they'll always be just a single click away.

In fact, if there are any reports you'd like us to add to the Salsa library this spring, it's a perfect time to suggest them. Just let us know directly, or post your ideas to SalsaCommons.org.

Topics: Salsa