Custom Home Page

You can customize your Home page to display recently viewed accounts, fundraising performance, favorite reports and queries, and more. When you customize your Home page, your selections save until the next time you log in, but they do not affect other users in your organization.

To customize your Home page, click Select Tiles and Layout on the Home page. After you select the layout and tiles you want to appear, click Save.

Category Tile Details
My Database My Mission Shows the image and mission statement you include in the My Mission section of your organization record.
My Calendar Shows your personal calendar.
My Org Calendar Shows the calendar for your organization.

Recently Viewed Accounts

Shows the last ten accounts you accessed. You can navigate to the account directly from these links.
Quick Links Shows frequently-used areas of the program as well as help resources.
Recently Viewed Queries and Reports Shows the last five queries and reports you accessed in the database.
Favorites Shows the queries and reports you have marked as favorite.
Support Resources Displays links to the Blackbaud Support YouTube channel and Community.
Reports Top Donors Shows the top five donors for a time period you select on the tile.
Campaign Performance Shows performance for a campaign you select on the tile.
Approach Performance Shows performance for an approach you select on the tile.
Fundraiser Performance Shows performance for an event you select on the tile if your organization subscribes to the Personal Fundraising module.
Recent Gifts Shows most recent donations for a time period and amount range you select on the tile.
Goal Performance Shows specific performance details for a campaign, approach, or fundraiser you specify on the tile.
Recent Fundraising Activity Shows the last five participant activities for your fundraising events if your organization subscribes to the Personal Fundraising module.
Email Performance Shows the performance of your organization's advanced mass email jobs for the past 60 days if your organization uses the Advanced Mass Email module.
Donor Retention Rate Shows performance statistics for your organization's donor retention. Donor retention rate is based on the amount of donors that gave to your organization last year and this year.

You can rearrange and delete tiles directly from the Home page. To delete a tile, select X on the top right corner. To move one, click and drag the block on the top right corner of the tile and drop it on the desired location on the page.