Given a Business Requirement to Create a Report That Shows Donors Who Previously Donated Money but Have Not Yet This Year, Identify the Best Way to Approach That. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 1)

Questions 1–2

1. 1application · medium

   A nonprofit uses standard Opportunities and wants a report of donors who gave in 2023 or 2024 but have not given in 2025. The report should list each donor once, regardless of how many donations they made in prior years. Which report configuration should the consultant use?

   • AReport on Opportunities, filter for Close Date in 2023 or 2024, and use a bucket field to group by year.
   • BReport on Accounts, filter for 'Total Gifts' greater than 0, and add a filter for 'Last Gift Date' before 2025.
   • CReport on Opportunities, filter for Close Date in 2023 or 2024, and add a row-level formula to show 'Yes' if no 2025 donation exists.
   • DReport on Opportunities, group by Account, filter for Close Date in 2023 or 2024, and add a cross-filter for Opportunities with Close Date in 2025 with 'no records'.
   Reveal Solution Discussion Select an answer first
2. 2application · medium

   A nonprofit wants a report of donors who gave in the previous fiscal year but not in the current fiscal year. The organization uses standard Opportunities and the standard Close Date field. The report should be scheduled to run monthly. Which report configuration should the consultant use?

   • AUse fixed date ranges for the previous fiscal year and a cross-filter for the current fiscal year with 'no records'.
   • BUse relative date filters for the previous fiscal year and a cross-filter for the current fiscal year with 'no records'.
   • CUse a formula field to calculate the fiscal year and filter on that field.
   • DUse a dashboard with a filter for the current fiscal year and a chart of previous-year donors.
   Reveal Solution Discussion Select an answer first