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Hi -  I want to create a report of Gift Transactions in NPC but I can't find anything for 'Gift' under sample reports, nor can I find a report object for 'Gift' when I create a new report.

10 个回答
  1. 2025年7月21日 15:28

    Hi @Simon Griffiths! If this is a new NPC org, you'll first need to create Custom Report Types for the reports you need, since they don't come OOTB for NPC objects. For example, you might want Gift Commitments with Gift Transactions and Gift Transactions with Gift Transaction Designations. Here's a help article on creating custom report types: https://help.salesforce.com/s/articleView?id=xcloud.reports_enhanced_defining_report_types.htm&type=5

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