Dashboards

A dashboard gives you a quick visualisation of your reports all in one place. It is an infinitely helpful way to see a collection of information quickly and in one place. Below we have placed an example of the sort of dashboard you could create. From left to right, top to bottom in this dashboard we are tracking:

Let’s created our own dashboard using the reports that we just created.

1. Select the Dashboards tab from the navigation bar.
2. Click New Dashboard.
3. Name the new dashboard: [your name]’s Dashboard.
4. Give it a description and click create.
5. Now you want to add the reports we just created.
6. Click the “+ Component” button.
7. Click on the Engagement Level of Churches Report.
8. Press Select.
9. Play with it till it looks like you would like it to look. (You can also check the box: Use Chart Settings from Report).
10. Click Add.
11. Drag the edges of the component to resize it and make it fit where you would like it to go.
12. Click the “+ Component” button and add the other reports you created in.
13. When you are happy with how it all looks click “Save” and then click “Done”.

SUBSCRIBING TO A DASHBOARD

Once you have completed your dashboard you can subscribe to it. This means that you can be sent an email with this dashboard completely refreshed with the latest data on a daily, weekly or monthly schedule. You can schedule up to 5 different dashboards per user.

You may also have permission to subscribe others to the dashboard. This then enables you to send them the most up-to-date information from the system in a format that is easy to understand. You need to have saved the dashboard to a public folder to be able to subscribe others to your dashboard.