Dashboards

In Analysis, Report builder, you can design your own insights to graphically visualize measures in context of various characteristics to best meet your needs. You can design and analyze personalized dashboards of multiple insights under Dashboards.

Note: Don't have Analysis yet? No need to worry. If all goes well based on feedback and usage, expect its wider release in a future update.

ClosedCreate a new dashboard

  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.

ClosedAdd an insight to the dashboard

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

  2. In Analysis, Report builder, select the dashboard under Dashboards and Edit.

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

  4. Select Save or Save and Close.

ClosedEdit 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.

ClosedShare a dashboard

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 Share from the menu of the dashboard you want to share.

  3. On the Share dashboard screen, 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 Close to return to Report builder.

To remove a dashboard, in Analysis, Report builder, select Delete from the menu .

ClosedDelete a dashboard

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

To remove a dashboard, in Analysis, Report builder, select Delete from the menu .