Dashboards are customizable widgets which contain commonly used links for different modules (Administration, Communication, Reports, etc.) within ACTIVE Net. Use the menu tabs at the top of the program to access the home pages for these modules, which contain the dashboards. You can set a common title for each widget and select links to commonly used pages.
Choose one of the following:
To add or modify a dashboard that displays links for an ACTIVE Net module, go to Administration > System Settings > Dashboards.
To add or modify a dashboard that tracks information about a fundraising/donation campaign, go to Administration > Campaign Settings > Dashboards.
Choose one of the following:
To create a new dashboard, click Add New.
To modify an existing dashboard, click the Dashboard Name for the dashboard.
To copy an existing dashboard, click Copy for the dashboard.
Enter the Dashboard Name for the dashboard.
Select the type of dashboard to use from the Context list.
Select the system users that will be able to see the dashboard from the Use For list.
Note: For complete descriptions of the options on this page, click here.
Click Save and Continue.
On the Edit Dashboard Layout page, choose one or more of the following:
Click Save.