Report Dashboard Builder

Under Analysis, Report builder, you find powerful reporting tools to look at your data. With Report builder, you can view insights and manage dashboards to dig into your data and help you make decisions.

Under Analysis, Dashboard builder, you find powerful reporting tools to look at your data. With Dashboard builder, you can design and manage insights and dashboards to dig into your data and help you make decisions.

Note: We recommend you use Analysis at least once per month to maintain activity. If you are prompted due to initial use or inactivity, select Enable Analysis.

To view and analyze multiple insights together, you can create a personalized dashboard. Under Dashboards, you can view dashboards created at your organizationchurch. To open a dashboard, select its name. To design a dashboard under Dashboards, select the plus sign .

For more information, see Manage Dashboards.

With insights, you can analyze facts in context of various characteristics or attributes. Under Insights, you can view out-of-the box insights as well as those created at your organization. To open or edit an insight, select its name.

With insights, you can analyze facts in context of various characteristics or attributes. Under Insights, you can view out-of-the box insights. To open an insight, select its name.

  • You can use out-of-the box insights to build dashboards with analytical tools that matter to you.

  • With Insight designer, you can create and customize your own insights. To design an insight under Insights, select the plus sign .

For more information, see Insights.

Once you build your dashboards, you can view them under Analysis, Fundraising dashboards. Users with rights to view dashboards can view both pre-configured and custom dashboards on this page. For more information, see Dashboards .

Once you build your dashboards, you can view them under Analysis, Dashboards. Users with rights to view dashboards can view both pre-configured and custom dashboards on this page. For more information, see Dashboards .

Tip: You can still access other reports in the Education Management area. From Education, select Home. Next, select Go to Education Management. Your Home dashboard from Core appears. Then, under Analysis select Reports.