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Deliver Value to Association Members by Leveraging Fonteva Reports
By Ashish Puduserry | October 22, 2020

In today’s age of digital transformation, leveraging data efficiently and effectively is imperative for associations looking to deliver consistent value to their members. We often work with clients leveraging platforms such as Salesforce and Fonteva, which are tools that offer a wide range of functionalities and customization when it comes to reports and dashboards.

For some readers, you might remember a previous blog post by fusionSPAN titled Falling in Love with Salesforce Reports that showed exactly how to set up a Salesforce report. It covered questions to consider before creating a report and showed an example of a report that an association would use. Let’s dig a little deeper into the Fonteva platform and explore some key topics for associations to consider when leveraging the reports feature within their Salesforce org.

Did You Know?

According to the most recent Nonprofit Trends Report by Salesforce, almost 80% of organizations leverage some sort of Customer Relationship Management (CRM) system. However, in that same study, 75% of nonprofits reported that measuring and reporting on data is a challenge. Is your organization effectively leveraging member data to achieve your overall mission?

Reporting Basics

Reports on Salesforce-based platforms like Fonteva allow you to visualize your data and can be filtered, grouped, or displayed as you best see fit. If you are an existing Fonteva customer, or part of an organization investigating a switch to a cutting-edge Association Management System (AMS), then you should be aware of the following points:

  • Understand the data structure within Salesforce and how each object is tied to one another when examining data. This helps to curate the report based on your organization’s exact needs.
  • Identify the key fields that you want to be leveraged for filtering in reports. By doing so, we ensure the report we are creating will display the correct information.
  • Lastly, there are four main report types (Tabular, Summary, Matrix, and Joined) that users can choose from, so be sure to select one that will most effectively highlight your data.
Using Filters

When creating reports, the filter feature allow you to pick and choose the exact criteria you want in your report. There are also options for Cross Filters and Filter Logic concepts to leverage within your report.

Custom Reports

In the event that standard report types do not fit your exact needs, there is the option for users to create custom report types. Depending on your specific member and organizational goals, any of the custom report types can also be edited to highlight your desired criteria.

Out-Of-Box Features

Apart from standard reports and customizable report types, Fonteva also provides out of box features for functionalities such as Membership, Event Management, and Financial information. We typically find that these features are very useful for associations and nonprofit organizations when looking to examine various member-based data sets.

Membership

Fonteva gives organizations the power to track every engagement from your members and leverage that data for strategy creation. Some examples of report types include:

  • Members expiring next 30, 60, 90 Days: See the membership status for organization members.
  • Members Lapsed within 90 Days: Track which members have recently ended their membership.
  • Subscription by Type: Create reports based on subscription type (Individual or Organizational).
  • Annual Subscription Comparison: We can filter through data like revenue or amount of members joined at an annual level.
Events

With an increased focus on hybrid and fully virtual events, it is more important than ever to get real-time data without leaving your CRM.

  • Form Responses: Reports can be built based on the data provided by the form response feature from events.
  • Events with Attendees and Ticket Type: A list showing all the attendees from a specific event.
  • Dietary Restrictions: Users can build reports to identify more specific information such as dietary restrictions from their members.
Finance

There are a variety of opportunities for revenue that your association can get from customers. Some examples of financial reports include:

  • Deferred Revenue Report: Provides the deferred revenue data and can be filtered based on monthly or annual membership.
  • Aged A/R Report: Provides the aged A/R report from your members to see unpaid posted invoices.
  • FON / Daily Batch Report: Receipts for the day by payment type of your members.

Additional Resources

Before setting up a report to examine member data, ensure that your data is clean and free of errors. Consider looking through Salesforce documentation or a Trailhead course to more effectively analyze key business metrics for your organization.

If you are in search of additional resources about reports, or looking for professional assistance regarding setting up a Salesforce-based org of your own, don’t hesitate to reach out to our excellent Salesforce Customer Success team here at fusionSPAN today!

Ashish joined fusionSPAN in June 2019 as a Senior Salesforce Business Analyst after stints at Dell and Cognizant. When he is not working with the India BA team, he loves to travel and play badminton.

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