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Question 26 - Certified Nonprofit Cloud Consultant discussion

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The executive director at a nonprofit organization wants to have a report to see how much each board member has raised by either direct gifts or gifts they helped to influence for this fiscal year.

There is a custom checkbox field on the Contact record to indicate board members.

How should the consultant create this report?

A.
Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRUE.Summarize the Total Gifts this Year and Soft Credits this Year fields.
Answers
A.
Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRUE.Summarize the Total Gifts this Year and Soft Credits this Year fields.
B.
Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Include the Total Gifts this Year and Soft Credits this Year fields.
Answers
B.
Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Include the Total Gifts this Year and Soft Credits this Year fields.
C.
Use the Opportunities report type. Add a field filter for Contacts with Board Member = TRUE.Group results by the Total Gifts this Year and Soft Credits this Year fields.
Answers
C.
Use the Opportunities report type. Add a field filter for Contacts with Board Member = TRUE.Group results by the Total Gifts this Year and Soft Credits this Year fields.
D.
Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.
Answers
D.
Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.
Suggested answer: B
asked 23/09/2024
david buisan garcia
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