# Contribution reporting the board can trust.

> We corrected the history and built reports the board can trust.

- Source: https://synconai.com/case-studies/nonprofit-reporting-the-board-can-trust
- Publisher: SynconAI (https://synconai.com)
- Type: Case study
- Evidence: Delivered work
- Industry: Nonprofit
- Products: Salesforce Platform, Reports and Dashboards, Flow
- Service: Salesforce Administrator Services (https://synconai.com/salesforce-administrator-services)
- Reading time: 1 minutes

## In short

We corrected the history and built reports the board can trust.

## How we help

We corrected the history and built reports the board can trust.

## Before and after

| Area | Before | After |
| --- | --- | --- |
| Reports | Disagreed with each other | One reconciled set of figures |
| History | Recorded inconsistently | Corrected at the source |
| Support received | Only money counted properly | Every kind reported side by side |

## Results

- Board papers without caveats
- Stronger funding applications
- Less time reconciling by hand

## How it works

Salesforce administration keeps the org usable and trustworthy: users and access, data quality, automation, and the reports and dashboards leaders rely on.

Reporting is only as good as the records underneath. Correcting the data model, cleaning history and building dashboards on clean data is what makes the numbers believable.

## Our approach

1. **Diagnose.** Trace where data, automation and reports diverge from reality.
2. **Correct the model.** Fix fields, formulas and relationships at the source.
3. **Clean the history.** Remap and reload affected records in one controlled pass.
4. **Build reporting.** Create reports and dashboards on the corrected data.
5. **Maintain.** Keep access, data and automation healthy as the org grows.

## What to get right

- Fix the data before building the dashboard.
- Make every change in a sandbox first.
- Reconcile totals against an independent source.
- Document what each automation does and why.

## Questions

### Do we need a full-time Salesforce admin?

Not always. Many organisations get better coverage from a managed admin service with a team that knows the org.

### Can you fix reports that disagree?

Yes. The cause is usually in the records or formulas, so we fix it at the source and then rebuild the reporting.

### Can you work in our existing org without disrupting users?

Yes. Changes are built and tested in a sandbox and released in controlled steps.

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SynconAI. https://synconai.com/case-studies/nonprofit-reporting-the-board-can-trust