How to create and edit a Dashboard

Enterprise plan nonprofit customers can create new Dashboards to help answer unique questions about their campaigns or organization

Dashboards_ReportCenter

A Dashboard is an interactive collection of data and Visualizations, arranged as tiles. Dashboards are made up of tiles based on text, saved Looks, or queries specific to that Dashboard.

As mentioned, the first place you land when selecting a report type from the report center will be on the Dashboard for that data set.

AttendeeDashboard_ReportCenter_v2

How to create a new Dashboard

Enterprise Plan nonprofit customers will have the ability to create new Dashboards to group useful and interesting pieces of your data.

To create a new Dashboard, begin by opening an Explore and click Save to Dashboard to add your Look to a new Dashboard.

SavetoDashboard-1

Give your new tile a title.

To create a new dashboard, click ‘New Dashboard’ and name your Dashboard in the popup window. (Alternatively you could navigate to and choose an existing Dashboard.)

Click ‘Save to Dashboard’.

SaveDashboardtoSpace

Once your new Dashboard is created, you can view it by navigating to the space (Personal or Group) that contains the Dashboard and click on the Dashboard’s name.

SavetoDashboard

How to edit a Dashboard

To make changes to your Dashboard, begin by entering the Dashboard and clicking the Edit button.

EditDashboard

Move and resize tiles on a dashboard by clicking and dragging. Click on the three-line icon in the upper left of a tile to move it, or the bottom right corner of the tile to re-size it.

EditDashboard-1-1

When the dashboard is in edit mode, you can make changes to a dashboard’s individual tiles. Click the Edit button at the top right of the dashboard to access the edit options for the tiles on the dashboard.

EditTileOptions

EditTileTools

To edit the settings for a dashboard, make sure the dashboard is in edit mode and then click Settings in the upper left.

Settings

Several settings can be adjusted from this interface:

EditDashboardSettings

Be sure to click save.

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