Custom Dashboards

1. In Analysis, Report builder, select the plus sign under Dashboards.

2. 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.

3. Add insights to the dashboard.

4. Select Save and Close.

1. In Analysis, Report builder, select Copy from the menu under Dashboards or, from the dashboard editor, select Save as new.

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

3. Select Save.

1. If necessary, create and save the insight under Insights in Analysis, Report builder. For more information, see Insights.

2. In Analysis, Report builder, under Dashboards, select Edit from the menu of a dashboard.

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

4. Select Save or Save and Close.

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.

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

1. From Analysis, select Report builder.

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

3. On the dashboard, select Properties.

4. 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.

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

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

In Analysis, Report builder, select Delete from the menu of a dashboard.