Customize Your Home Page Tutorial

Use the Home page to select the info that's important to you and specific to your workday. In this tutorial, learn how to customize your page, including how to add and configure tiles and links.

Video: Revamped Home Page

Before you get started

Some of the options you'll learn about for Home depend on permissions. For more details, see Home Page Permissions.

Tip: Your Home page is unique to you! Don't be afraid to experiment as your changes don't affect anyone else's page.

Add tiles

To get started, navigate to Home and select Customize page. From there, review the available options from Tiles and select the ones to display on your Home page.

Tiles display in blocks and include key data at a glance. You can quickly drill into details when you need, helping you stay informed and efficient.

For more details about adding tiles on Home, see Customize Your Home Page Tutorial.

Add quick links

Do you have favorite pages or tasks in Financial Edge NXT? Do you have external websites you use frequently for your role? Add quick links to create shortcuts to those resources for faster access.

  1. From Customize page, select Quick links.

  2. Select Add quick link.

  3. Enter the full URL and a name for the link.

    Tip: For Financial Edge NXT pages, navigate to the page and copy the entire URL from your browser’s address bar — including the ?envid= portion.

Note: Quick links open non-Financial Edge NXT links in a new tab, but Financial Edge NXT open in your current tab. If you want all links to open in a new tab, use a keyboard shortcut: press Ctrl+Click on Windows and Linux or Command+Click on Mac. You can also right-click a link and select Open Link in New Tab.

Use add-in links

Add-in links provide independent functionality that runs outside of Financial Edge NXT but appears seamlessly within your Blackbaud solution. These links are powered by SKY Add-ins, which can be developed by Blackbaud, Blackbaud partners, or third-party developers — including those at your own organization. A SKY Add-in link can be added to Home as a shortcut, providing quick access to external tools that feel native to the Blackbaud experience. You can build your own SKY Add-ins using our SKY Developer tools, including low-code options. For more details, review our Microsoft Power Platform documentation.

From Customize page, select Add-in links.

Note: Add-in links only appear when SKY Add-ins are enabled for your environment and Home page actions are defined. You may not have any links to add initially, but you can always check later to see if new ones become available.

Order tiles

Take a few minutes to scan over Home and get familiar with the details now displayed. To personalize your layout, use the drag icon in the upper right corner of any tile to select, drag, and drop it into the order that works best for you.

Configure and use tiles

When displayed, select the gear icon in the upper-right corner to define your options or customize the data shown.

Continue to explore the tiles. Are there links or additional details you can select? Review all available options to see what they do. This helps you understand how to use Home effectively in your day-to-day work. For more details about tiles, see Home Page Tiles.

Next step

You're now ready to customize and use your Home page! You can continue to adjust, add, or remove tiles as needed to make the page work best for you. Personalize it to fit your workflow and revisit settings anytime to keep things aligned with your daily tasks.