Customize Dashboards

Create a New Dashboard

1. To help identify the dashboard, select Properties and add a unique, descriptive name. You can also add a description and manage access to the dashboard.

2. Add insights to the dashboard.

3. Select Save and Close.

Create a New Dashboard from an Existing Dashboard

1. Edit the name and description, access settings, and editing rights.

2. Select Save.

Add an Insight to the Dashboard

1. Under Dashboard builder, search for and move the insight to the dashboard.

2. Select Save or Save and Close.

Edit the Dashboard's Properties

To help describe a dashboard and give it context, you can give it a name and description.

1. Select Edit from the dashboards list and then select Properties.

2. Edit the name and description.

3. Under Who can access this dashboard? select who in your organization can see this dashboard.

4. Select Apply.

Share a Dashboard with Other Users

You can send a link to a dashboard to anyone who has rights to see dashboards under Gifts, Fundraising dashboards.

1. Under Dashboards, select Edit from the menu of the dashboard you want to share.

2. On the dashboard, select Properties.

3. Under Sharing, select Copy to copy a direct link to the dashboard to your clipboard. You can send this link through email or any other form of communication.

4. Select Apply or Cancel to return to the dashboard editor.

Delete a Dashboard

If you no longer need a dashboard, you can remove it.