Reports and Dashboards – TO BE DEVELOPED

Statutory reporting – IRS, Auditors - grants list, ER reporting, year reconciliation

Salesforce link introduction to using reports and dashboards in SF – use the link in the manual or adapt them for FC.

Easy reference of primary objects and report types in FC – translation to SF terminology included too

Provide a list of most commonly used reports from GM perspective. What kind of report types for what kind of commonly searched data

Advice about setting up report folders, groups, dashboard folders

Report building tips – what are some of the things you learned the hard way?

How would it relate to the job aid?

Fill in gaps from the job aid, catching the structural difficulties

New role of GM to have facility to do reporting instead of going to point person.

Role should be defined in the manual

Escalation path if GOs get stuck


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