Creating a Custom Constituent Dashboard

A custom constituent dashboard is displayed in the Dashboard tab's top section. Review the Advancement Dashboard Overview article for more information about dashboards in the database.

A custom constituent dashboard is displayed in the Dashboard tab's top section.

Creating a Constituent Dashboard

  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 "Constituent 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 Person base from the Records Category of a Configurable Joins type query.  
    • System Key: If the System folder already exists 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 lowercase letters)


You can also add filters to your Dashboard Query if necessary. Filters cause the dashboard to only display 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

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.

1. Follow the breadcrumbs in the new query 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.

Create multiple dashboards if certain data points should only display based on the population filter. For example, create a mega-donor dashboard to display custom constituent giving data if the record falls within the designated population.

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