Summary: Discover how to tailor your Dashboard for a personalized view that highlights the most relevant information for your role. The Dashboard allows you to quickly get a snapshot of important things happening in your account. This guide walks you through customizing widgets and arranging your layout, ensuring you have immediate access to the data you use most.
Customizing Your Dashboard Layout
Each logged-in user can have a completely customized experience, surfacing only the information that is most important to them.
Adding or Removing Widgets:
Starting on the Dashboard, click the blue Customize Dashboard button at the top right.
Toggle on (or off) the specific widgets you'd like to see.
Click Save at the bottom right of the popup (Note: You may need to scroll down to see the save button).
Rearranging Your Widgets:
Go to your Dashboard.
Find the widget you'd like to move.
Click, hold, and drag the widget from its current location to your desired spot. (Note: Using drag and drop to change widget locations is only available on a desktop computer).
Available Dashboard Widgets
To see a specific widget on your dashboard, your user role must have the corresponding permission enabled.
| Category | Widget Name | Description | Required Permission |
|---|---|---|---|
| People | People Added (Last 7 Days) | Shows the total number of new people added in the last week. Click to view the full report list. | View > People |
| People | Recently Viewed People | Shows a list of profiles you have recently viewed. Click a name for quick access. | History |
| Tags | Recently Viewed Tags | Shows a list of tags you have recently viewed. Click a tag for quick access. | History |
| Events | Recent Attendance | Shows attendance totals over the past 7 days. (Excludes anonymous "headcounts"). | Events > Check In Reports |
| Events | Recently Viewed Events | Shows a list of events you have recently viewed. Click an event to open its overview. | History |
| Events | Upcoming Events | Shows a list of upcoming events for calendars you have turned on. | Events > View Events |
| Giving | Giving Received (7 Days) | Shows the total amount of giving received in the last 7 days. Click to view the full report. | Giving > Reports > View Reports |
| Giving | Giving Received (30 Days) | Shows total giving for the last 30 days compared to previous years. | Giving > Reports > View Reports |
| Follow Ups | Assigned to Me | Shows the total number of pending follow-ups assigned specifically to you. | Follow Ups > View Assigned to Me |
| Follow Ups | Assigned by Me (Pending) | Shows a list of all pending follow-ups that you assigned to others, including due dates. | Follow Ups > View Assigned by Me |
| Follow Ups | Total Pending | Shows a scrollable list of all pending follow-ups across the entire database. | Follow Ups > View Assigned to Others |
| My Profile | My Profile | Displays your photo and contact info. Click your name/photo to access your profile. | My Profile > View my details (Must have linked profile) |
| My Profile | Online Giving | Provides an easy portal to give online and manage your personal recurring giving. | My Profile > Display "Online Giving" Button (Must have linked profile) |