Advancement Dataset Dashboard

It is possible to display high level information about any given dataset and its related attributes on the dashboard tab.

Additionally, dataset row queries can be created and embedded on the dashboard or a custom tab to dynamically display a list of related records. Common examples of dataset row queries include:

  • Donors to the fund/company
  • Gifts that make up the fund/company
  • Pledges toward the fund/company
  • Employees of the company

For more information on how to configure embedded dataset row queries, check out this article.


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