Creating a Custom Constituent Dashboard

Custom constituent dashboards appear in the top section of the constituent's Dashboard tab. For more information about dashboards, refer to the Advancement Dashboard Overview Knowledge Base article.

Creating the Base Dashboard

1. Click Database on the Slate navigation bar, and in the Records and Datasets section, select Dashboards (alternately, enter "dashboards" in the search area at the top of the Database page, and click on the link that appears). The Dashboards summary page appears.


2. Click New Dashboard. An Edit Dashboard popup appears.


3. Provide the following configurations:

  • Name: Give the dashboard an appropriate and meaningful name.
  • Type: Select Record. A Base field appears.
  • Base: Select Person.

4. Click Save. The summary page for the dashboard appears with the Edit Query tab selected.

Adding Query Exports and Filters

1. Begin configuring the query by clicking Export. An Insert Query Part popup appears to provide the available exports for selection.

2. Select the desired exports for the query, and click Continue.

3. If exports are selected that need to be joined, a Configure Parts popup appears. Select the appropriate value for each join (Person / Interactions, Person / Gifts, and so on).

4. After selecting the join value, additional options appear for adding subquery joins, filters, and more. Provide additional values as desired.

5. Click Save. The exports appear on the dashboard summary page.

6. Rename the exports if desired. You should rename exports to SQL-friendly names if they will be used for merge fields.

You can rename exports using one of two methods:

Method 1:

1. Click the Rename Exports link. The export list on the summary page changes to editable text fields.

2. Change the name of any export you want to change.

3. Click the Save link.

Method 2:

1. Double-click the export to rename. An Edit Part popup appears.

2. Change the Name value.

3. Click Save. The dashboard summary page appears with the updated export names.

4. In the Filters section, add filters to constrain the dashboard query results if desired. You can add filters to your dashboard query so the dashboard will display only the records that meet the filter criteria. By using filters, you can create multiple dashboards that appear only for records that meet a population filter. For example, create a mega-donor dashboard to display custom giving data if the record exists in the designated population. 


You can also conditionally display information on a dashboard with Liquid markup and an existence export. Remember that the merge field name you use must exactly match the query export name, or the dashboard will not display the data.

Editing the Dashboard Layout

1. On the dashboard summary page, click the Edit Dashboard tab. The WYSIWYG editor for the dashboard appears, with the merge values provided on the right side of the page.

2. Click Save.


3. To perform a test to see how the dashboard appears with a record, click Preview Dashboard and enter the record to use for the preview.