Design a Fundraiser Dashboard
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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From the Design tab, in the Source field, select the data source for the dashboard. Select an individual Fundraiser or select “Fundraiser Report” to link the dashboard to a Fundraiser summary report. |
Note: If you create a dashboard for a Fundraiser summary report, we recommend that you name the dashboard “Fundraiser Report Dashboard” or something similar to identify it as the dashboard to select in the Linked Fundraiser Dashboard Page field on the Fundraiser Report part. We also recommend that when you create dashboards to link to Fundraiser reports, you place them on standalone web pages that users can only access through the Fundraiser Report part. When a user clicks the hyperlink for a fundraiser report, that web page appears with the dashboard for the report. For more information about Fundraiser reports, see Fundraiser Reports.
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In the Panels list, select the checkbox for each panel to include in the dashboard. For more information about the types of panels, see Fundraiser Dashboard. |
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In the Links box, you can select Enable ‘View Activity Log’ Link to add a link in the Top Participants and Top Emails panels to the solicitor’s Activity Log. |
You can also select Enable ‘View Email’ Link to add a link in the Top Emails panel users can click to view the email.
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In the Color box, you can select colors for the thermometer fill and the chart skin. |
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Click Save. You return to Parts. |