This article covers the configuration of the Slate Homepage to display reports, static content, and permissions. 

Overview

The Slate Homepage includes two sections. The top portion of the page displays information on the Slate community. This includes:

• Announcements from Technolutions

• Community social media feed

• Link to the Slate Spirit Shop

• Most recent community forum posts

• Most recent Slate feedback posts

• Service status

The bottom portion of the page is empty by default, and it can be configured to display custom content like reports.

Displaying Information on the Homepage 

Reports can display content on your homepage. Create reports in Queries / Reports > Reports.

To display any report on your homepage, save it in the System folder, Homepage subfolder.

When multiple reports are placed in the homepage subfolder, they appear on the homepage in separate tabs, ordered alphanumerically.  

Tip!

Your homepage report has to render every time you access your Slate homepage. If homepage load times are significant, consider ways you can simplify the report rendering on the first tab.

Report Parts

Reports are made of parts. Parts come in three types:

• Data/Charts: Display data tables, charts, graphs, and HTML static content blocks

• Data Explorer: Create pivot tables and HTML static content blocks

• Query: Display query results

For more information on creating reports and report parts, explore our report documentation.

HTML static content blocks can be added by themselves to either a Data/Charts or Data Explorer part. It is optional to add any additional parts if the goal is to display only static text.  

Permissions

Report permissions control who can see specific homepage reports. Permissions are assigned to the entire report.

To add permissions to a report, click Edit Permissions.

Reports can be configured to display only to specific users, roles, or permissions.

Advancement Example: Gift Officers

A gift officer can be shown reports specific to their responsibilities, and no other user will see that information.

Likewise, the advancement leadership team might wish to see reports that summarize the activities of their gift officers. These can also be permissioned to only appear for those leadership users.