Advancement Dashboard Overview

What is a Dashboard?

Dashboards display a collection of data from across an entire record and summarize it in a single location. Some examples of where dashboards are used are a constituent records dashboard tab, a giving tab, dataset records (funds, companies, appeals, etc.), and the Consolidate Record tool.

For example, a constituent record has event information on the Timeline tab, gift information on the Giving tab, and custom fields like a class year on a custom tab. A dashboard can bring this information together on the constituent's Dashboard tab.

Creating a Custom Dashboard 

Dashboards are created using the query tool in the database and are made up of two primary components - the query that collates the data and the WYSIWYG editor.

two primary components of the query

The Dashboard resides in the system folder of the query tool and requires the selection of a system key.

select a system key

System Keys

  • Dashboard - Used to create dashboards for constituent or custom dataset records that display on the record dashboard tab. Different types of records can have different dashboards.  
  • Dashboard Giving - Used to create a dashboard for the giving tab for any record with the giving tab enabled. Different types of records can have different dashboards.
  • Dashboard Inbox - Used to create a dashboard for the Inbox Tool.  
  • Dashboard Reader - Used to create a dashboard for the legacy Reader tool. Note: Workflow dashboards are managed in the workflow.  
  • Dashboard Research - Used to create a dashboard for the research tab. Different types of records can have different dashboards.
  • Dashboard Dedupe - Used to create a dashboard for the Consolidate Records tool. 
  • Dashboard Batch Acquire - Used to create a dashboard for the Batch Acquire tool. 
  • Merge - Used to create merge fields for PDF mapping. Not related to dashboards.  

Query Component 

The query component of a dashboard is a standard query. The query exports will make up the merge fields used in the HTML WYSIWYG to display information on the dashboard. Since the exports will be used as merge fields, the names of the exports must be liquid markup friendly. For this reason, rename the exports without blank spaces or special characters. A hyphen or underscore is appropriate if a space is required between two words.

exports will be used as merge fields

The filter section of the query is used to determine which record the dashboard will display. The filters can also be used to determine which dashboard a user in the database should be able to see based on a specific user, role, or permission.

The filter section of the query is used to determine which record the dashboard will display.

Important

For any single dashboard section, only one dashboard can be displayed. If a record meets the criteria for multiple dashboards in a single section, Slate will randomly select a dashboard to display. Use filters to ensure only a single dashboard would display.  

select a dashboard to display

HTML WYSIWYG

The dashboard HTML WYSIWYG (What You See IWhat You Get) editor is an HTML editing software that allows you to see and edit content as displayed in a webpage interface. Using the editor to create the content for the dashboard can be done with the standard tools and using HTML. The benefit of using the standard tools is that you do not have to know HTML. The editor's tools are available across the top, including standard text, table, and image tools.  

The dashboard HTML WYSIWYG (What You See Is What You Get) editor

Merge fields are used to display the exports created in the dashboard query. To display the export information in the WYSIWYG editor, type in the name of the export precisely as it is in the dashboard query and bracket the name with double curly braces. For example, an export named type would be {{type}}.

Merge fields are used to display the exports created in the dashboard query.

Select the Source tool from the toolbar to edit the dashboard content using HTML. More advanced HTML coding can be used in the Source section of the editor if the standard tools are insufficient.  

Select the Source tool from the toolbar

More advanced HTML coding can be used

The WYSIWYG editor supports Liquid Markup. Liquid Markup can be used to display content dynamically on a dashboard. For more information on using Liquid Markup, see the Fundamental Liquid Markup and Conditional Logic article. 

Advancement Dashboard

For step by step walkthrough of creating custom advancement dashboards, follow the links below.

 

 

 

 

 

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