Customizing Dashboards

Dashboard queries created with the Query Builder are read-only, and can be configured to view data on the dashboard of person, application, and dataset records (such as Organization and Organization Contacts).


Create the Query

  1. Select Queries / Reports on the top navigation bar.
  2. Select New Query.
  3. Enter the following configurations in the dialog box:
    • Name: Provide a short, descriptive name, such as "Person Dashboard" or "Graduate Application Dashboard." (The query does not need to be named "Dashboard.")
    • Sharing: Select Share query with other users with the query and query base permissions.
    • Folder: Select System. (If the System folder does not yet exist, select Other and then enter "System.")
    • Base: Select the population desired. This can be Prospects, Applications, or a dataset.
    • System Key: If the System folder already existed in the database, the System Key setting appears automatically.

      Select Dashboard for this setting. If the System folder was just created, save the query, go back to the Edit page and select Dashboard for this setting.


Add the Exports

  1. Select exports for the data to be displayed.
  2. Double-click on each export, and give it a computer-friendly name (no spaces, all lower case letters)
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You may also add filters to your Dashboard Query if necessary. Filters cause the dashboard to display only on records that meet the filter criteria. If you wish to conditionally display information on a dashboard, use Liquid Markup and an Existence Export.

Configure the Dashboard

1. Follow the breadcrumbs within the query just created, and click Edit Dashboard.



2. Using the WYSIWYG editor, configure the dashboard as desired. Enter the computer-friendly names of the exports as merge fields, using curly braces.

Important

The merge field name and the query export name must match exactly. If the two names do not match, data will not display on the dashboard.

Create multiple dashboards if certain data points should only display based on the population filter. For example, create an international student dashboard to display custom international student data if the record falls within the designated population.

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