Apsona Multi-Step Reporting: Learn the Basics

September 19th, 2017

This is the first in a series of posts about Multi-Step Reporting Introduction The sky’s the limit with Apsona’s multi-step reporting (MSR) tool for what kind of reports you can generate. Need a report that spans multiple objects, including sibling objects as well as parent/child? No problem, MSR can do it. What about applying a […]

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Using Logic and Conditionals When Generating Documents

July 30th, 2017

Sending a well crafted thank you letter to your donors is an essential part of your non-profit’s fundraising efforts. Acknowledging a donor in a timely manner increases giving and also improves donor retention. And when you need to send large numbers of such letters, you would want to automate the process so that members of […]

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Save Time and Clicks with Apsona Grids

May 17th, 2017

And make time for what really matters Imagine this: it’s 4 pm and you’re wrapping up work to get home in time for your daughter’s t-ball game. Suddenly, in walks your supervisor … who informs you she has just discovered massive data entry errors in a large batch of Opportunities. It’s critical, she tells you, […]

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The Power of Apsona Single-Step Reporting

March 31st, 2017

Or, no more banging your head against the wall over standard Salesforce reports Reports reports reports. One of the critical functions of your Salesforce database is to generate reports that will give you accurate, useful information about your constituents, products, and services. Standard Salesforce reporting can get you only so far. Sometimes, you need a […]

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Take the Headache out of Data Import With Apsona

January 31st, 2017

Picture this: your annual auction has been a huge success. Congratulations! You have a spreadsheet chock full of donors with all their contact information, along with the items they won and additional donations they made. Some of these donors are new to you; some have been loyal fans of your organization for years. Now it’s […]

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Apsona Charts and dashboards

July 10th, 2015

Segment, slice and dice your data at will with Apsona’s Charting and dashboard add-on. This new add-on is the latest entrant to the Apsona suite of products. The question we were frequently asked was, “As Apsona reporting is so powerful, why can we not see the report data as charts and in dashboards?” Now, with Apsona’s […]

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Fundraising Reporting with Apsona Multi-step Reporting

February 27th, 2015

Constituent reporting on individual donors and their giving histories is invaluable information for a non-profit organization. One such report requirement was posted on the Power Of Us Hub where the user wanted to find the increase or decrease in donation amounts by their donors. Here is the question: My fundraising team wants to know how […]

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Updating data without VLOOKUP with Apsona

January 31st, 2015

Apsona for Salesforce has built-in tools that can highlight data quality issues, which you can find and replace when ever the need arises. Most businesses are aware that bad data quality can be a huge drain on their productivity and profitability. If you have an active Salesforce org you will always need to update data […]

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Happy New Year from the Apsona Team

December 31st, 2014

As 2014 draws to a close, we thought you’d be happy to hear from the two Apsona elves that are hard at work creating new features to serve you better. So here are some features you might like. The field selector for creating filters and for adding fields to reports is now easier to use […]

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How To Generate Documents and Emails with Apsona

April 29th, 2014

Apsona’s new merge tool allows you to quickly generate Word, Excel and email directly from your Salesforce org. You can generate end-of-year tax summaries and thank-you letters to your donors, or a proposal or quote to your customer, as a Word document. You can choose to send donors an email via a HTML template if […]

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