Custom Dashboards
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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.
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Add insights to the dashboard.
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Select Save and Close.
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Edit the name and description, access settings, and editing rights.
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Select Save.
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Under Dashboard builder, search for and move the insight to the dashboard.
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Select Save or Save and Close.
To help describe a dashboard and give it context, you can give it a name and description.
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Select Edit from the dashboards list and then select Properties.
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Edit the name and description.
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Under Who can access this dashboard? select who in your organization can see this dashboard.
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Select Apply.
You can send a link to a dashboard to anyone who has rights to see dashboards under Gifts, Fundraising dashboards.
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Under Dashboards, select Edit from the menu
of the dashboard you want to share.
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On the dashboard, select Properties.
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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.
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Select Apply or Cancel to return to the dashboard editor.
If you no longer need a dashboard, you can remove it.