Discover how to tailor your Breeze Dashboard for a personalized view that highlights the most relevant information for your role. This guide walks you through customizing widgets and arranging your dashboard, ensuring you have quick access to the data and functions you use most. Whether it's managing events, tracking giving, or keeping up with people and tasks, learn how to make the Breeze Dashboard work best for you.
Overview: The Dashboard page in Breeze allows you to quickly and easily get a snapshot of important things happening in your Breeze account and, ultimately your church.
Customizing the Dashboard Widgets
The Breeze Dashboard allows for each logged in user of your Breeze account to have a customized experience -- surfacing the information that is most important to you!
- Starting on the Dashboard, Click the Blue "Customize Dashboard" at the top right.
- Toggle on the widgets that you'd like to see when you visit the Dashboard.
- Click "Save at the bottom right of the popup (you may have to scroll down in order to see the save option).
- Return to "Customize Dashboard" to make future changes to what is displayed.
Changing the Location of Widgets
- Go to the Breeze Dashboard
- Find the widget you'd like to move
- Click, hold, and drag a widget from one location to the other.
(Using drag and drop to change widget locations is only available on a desktop.)
Available Widgets for the Dashboard
People Widgets
People Added in the Last 7 Days
- Show the total number of people who have been added to Breeze in the last seven days.
- Click the "View Full Report" to see a list of all the people added in the last 7 days.
- In order to see this widget, you will need permission to View > People (will only show individuals to which you have access to view)
Recently Viewed People
- Shows a list of people's profiles you have recently viewed.
- Click on a name to quickly access their profile.
- In order to see this widget, you will need permission to History.
Tags Widgets
Recently Viewed Tags
- Shows a list of the tags you have recently viewed.
- Click on a tag and quickly access the tag.
- Click "View More" to be taken to the History to see more recently viewed tags.
- In order to see this widget, you will need permission to History.
Events Widgets
Recent Attendance
- Shows a list of attendance totals, with their corresponding events, over the past seven days. *Total attendance shown will only include people checked in my name. Anonymous or "head count" totals will not be shown*
- Click on an event to be taken to the Overview page of that event.
- Click "View More" at the bottom of this widget to be taken to the Events Calendar.
- In order to see this widget, you will need permission to Events > Check In Reports. This widget will only show events for calendars that are turned on in Events, and that have attendance logged on them.
Recently Viewed Events
- Shows a list of events you have recently viewed.
- Click on a specific event listed to navigate to the overview page of that event.
- Clicking "View More" at the bottom of this widget will take you to the History of events you have recently viewed.
- In order to see this widget, you will need permission to History.
Upcoming Events
- Shows a list of upcoming events
- Click on a specific event or View More to navigate to the Events Calendar.
- In order to see this widget, you will need permission to Events > View Events. This widget will only show events for calendars that you have turned on in Events.
Giving Widgets
Giving Received in the Last 7 Days
- Shows the total amount of giving received in the last seven days.
- Click "View Full Report" to be taken to the Giving Report for this date range.
- In order to see this widget, you will need permission to Giving > Reports > View Reports.
Giving Received in the Last 30 Days
- Shows the total amount of giving received in the last thirty days compared to previous years.
- Click on a date or amount to be taken to the Giving Report for this data.
- In order to see this widget, you will need permission to Giving > Reports > View Reports.
Follow Up Widgets
Follow Ups Assigned to Me
- Shows the total number of pending follow ups that have been assigned to you.
- Click the "View Details" to be taken to the list of follow ups assigned to you.
- In order to see this widget, you will need the permission to Follow Ups > View Assigned to Me.
Pending Follow Ups Assigned by Me
- Shows a list of all pending follow ups that you have assigned, with their due dates.
- Click View Details to see Follow Ups that you have assigned to others.
- In order to see this widget, you will need permission to Follow Ups > View Assigned by Me
Total Pending Follow Ups
- Shows a list of all pending follow ups in Breeze, with their due dates.
- You can scroll through the list of pending follow ups.
- Click View Details to see more information on all of the Pending Follow Ups for the account.
- In order to see this widget, you will need permission to Follow Ups > View Assigned to Others
My Profile Widgets
My Profile
- Provides quick access to your Breeze profile by clicking the profile photo or on your name.
- Displays your profile photo, name, phone number, email, and address.
- In order to see this widget, you will need permission to My Profile > View my details and you must have a profile connected to your User.
Online Giving
- Provides an easy way to give to your church online and manage your recurring giving.
- In order to see this widget, you will need permission to My Profile > Display "Online Giving" Button, and you must have a profile connected to your User.