Dashboards

Dashboards are customizable widgets which contain commonly-used links for different ACTIVE Net modules (Administration, Communication, Reports, etc.). You can specify a title for each widget and then select links to commonly-used pages. To view your current dashboards on the home pages for these modules, click the menu tabs at the top of the page.

Locations

Administration > System Settings > Dashboards

Administration > Campaign Settings > Dashboards

Adding a New Dashboard

    1. From the Manage Dashboards page, click Add New.

    2. Enter a Dashboard Name.

    3. From the Context dropdown list, select a module to apply the dashboard to (Administration, Reports, Communication or Front Desk).

    4. From the Use For dropdown list, select which users to use the dashboard for:

    1. Do one of the following:

Editing an Existing Dashboard

    1. From the Manage Dashboards page, click a Dashboard Name.

    2. Modify the dashboard settings (see "Adding a New Dashboard", above).

    3. Click Save, or Save and Continue.

Copying a Dashboard

    1. From the Manage Dashboards page, for the dashboard you want to copy, click Copy.

    2. Modify the dashboard settings (see "Adding a New Dashboard", above).

    3. Click Save, or Save and Continue.

Deleting a Dashboard

Note: The dashboard templates for Administration, Communication and Reports are system defaults - you cannot delete them.

    1. From the Manage Dashboards page, click a Dashboard Name.

    2. At the bottom of the page, click Delete

    3. A pop-up confirmation dialog box appears. Click OK.

Related topics

Viewing a campaign dashboard

 

Return to System Settings

Return to Campaign Settings