A nonprofit wants a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the "General Fund' GAU. The…

To create a report that shows Opportunity and General Accounting Unit (GAU) custom field data for

gifts to the "General Fund" GAU and adds filters to show only the gifts connected to the "Annual

Campaign," the consultant should use the "GAU Allocations with Opportunity" report type. This

report type allows for filtering on both Opportunity and GAU Allocation fields.

Steps to Create the Report:

Select Report Type:

Go to the Reports tab and create a new report using the "GAU Allocations with Opportunity" report

type.

Add Filters:

Filter on the Opportunity object for the Primary Campaign Source = "Annual Campaign."

Filter on the GAU Allocation object for General Accounting Unit = "General Fund."

Customize Report:

Add the necessary fields from both the Opportunity and GAU Allocation objects to the report layout.

Save and run the report to view the desired data.

Reference:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Create and Customize Reports in Salesforce