How Christian Center of Park City Transitioned to Multi-Step Reporting
After experiencing the value of Multi-Step Reporting, Christian Center of Park City upgraded from Single-Step Reports and Apsona’s Legacy model to the Bundle plan, gaining full access to Apsona products for clearer, more accurate donor insights.
Client
Christian Center of Park City
Industry
Nonprofit
Engagement
Apsona Hours
Case Study Contents
Client Overview
The client Christian Center of Park City had been using Apsona for years under the Legacy Pricing model, primarily relying on basic reporting tools like Single-Step Reports. As their program operations grew, involving multiple departments and datasets including Gifts, Grants, Volunteers, Pantry/Registrants, and Funding Requests, they needed deeper visibility across their Salesforce.
Upon seeing the impact of Apsona Multi-Step Reporting (MSR) in unifying complex data, they strategically upgraded from Legacy Pricing to the Apsona Bundle Plan, which provides full 360° access to all Apsona products, including Dedupe, MSR, and Grid.
Problem Statement
- Single-object visibility: Unable to connect insights across Gifts, Grants, Volunteers, Pantry/Registrations, and Funding Requests.
- Fragmented donor history: Soft and hard credits were inconsistently stored across Contact and Account (Household) objects.
- Manual reconciliation: Staff had to cross-check Contact donations, Household soft credits, and related hard credits.
- Incomplete filters: Searching by Contact Name didn’t return all related donation or household-level credit records; each object required separate date filters.
- No unified or visual reporting: Leadership lacked an easy way to view donation trends, volunteer engagement, or household-level involvement.
Goal: A centralized, scalable, contact-centric reporting system achievable only with Apsona Multi-Step Reporting (MSR).
Data Flow
MSR was configured to pull data from all key program and fundraising objects into a single, contact-centric view. Each object, Gifts, Grants, Volunteers, Pantry/Registrants, and Funding Requests, is linked to Contact in Salesforce, enabling MSR to use Contact as the central anchor.
This setup allows CCPC to review donor activity, household credits, volunteer involvement, and program participation in one place, eliminating the need to switch between multiple reports.
Key Objects Used
| Object | Relationship | Key Fields Used |
|---|---|---|
| Contact | Parent | Contact ID, Full Name |
| Funding Request | Lookup to Contact | Name, Amount |
| Volunteer Hours | Lookup to Contact | Contact Name, Number of Hours |
| Registrant | Lookup to Contact | Primary Registrant, Date |
| Pantry Service | Lookup to Contact | Name, Date |
| Gift Grant | Lookup to Contact | Name, Amount, Date |
Products & Features
The core solution relied on Apsona Multi-Step Reporting (MSR) and Visualizations, powered by the Apsona Bundle Model:
Apsona Multi-Step Reporting (MSR)
Connected program, fundraising, and service objects into a consolidated, contact-centric report.
Apsona Visualizations
Displayed unified insights such as donor activity, volunteer engagement, assistance trends, and household-level summaries.
Apsona Bundle Model
Provided full access to MSR, Dedupe, and Grid tools, enabling long-term scalability and 360° contact views.
Why They Chose the Apsona Bundle Model
- 360° Contact View with Simplified Filters: MSR consolidated data from Gifts, Grants, Volunteers, Pantry, Registrations, and Funding Requests, allowing users to enter a contact name once to get accurate results across all objects.
- Visualizations: Instant charts and dashboards without external tools.
- Scalability: The bundled model allowed long-term growth beyond limited products and features.
- Operational Efficiency: Immediate improvements led to additional MSR requests after the first deployment.
User Needs & Edge Cases
Several advanced requirements emerged during implementation:
- Unified Contact View
Display all related records, including funds raised, registrants, and volunteer hours, for a specific contact in a single report.
- Object-Specific Time Filters
Apply different date filters per object, such as 2024 gifts and 2025 registrants.
- Summary Counts per Contact
Quickly see record counts per object for each contact, for example, Contact A → 3 registrants, 4 gifts, 30 volunteer hours.
Apsona-Powered Solutions
| Requirement | Apsona Feature Used | Approach |
|---|---|---|
| View all related records for a specific contact | MSR | Linked Contact to Gifts, Registrants, and Volunteer Hours to create a unified view. |
| Apply different time-period filters per object | Object-Level Filters in MSR | Set individual filters per object, allowing accurate reporting for each dataset. |
| Display summary counts per object | Visualization in MSR | Used a single-level grouped chart by Contact Full Name, showing counts per object within each group. |
Impact
-
Consolidated Reporting: Saves time and reduces manual data aggregation.
-
Visual Insights: Quick, actionable summaries of engagement and contributions across multiple objects.
-
Data Accuracy: Consistent contact-centric views minimized reconciliation errors.
Client Feedback & Next Steps
★★★★★
"Multi-Step Reporting is the BOMB! Literally..."
"Apsona changed my entire perception of Salesforce. Easy to use. Dynamic. Essential for connecting multiple objects for reporting within Salesforce. Game changer. Multi-Step Reporting is the BOMB! Literally..."
— Monte Caldwell, Consultant