Tags appear on the Dashboard tab of the Student Record and are designed to identify populations at a high-visibility level. For example, setting the Test Record tag provides an easy way to identify records that were created to test your processes....

Dashboards are custom summaries of data that can be shown in many different areas of Slate. Dashboards are intended to highlight frequently-needed data, alleviating the need to click through various custom tabs or query on a specific data point....

Dashboards can be embedded in many Slate tools. They display custom, read-only data meant to be read at a glance. Dashboards can be further customized with some advanced liquid markup , a classic example being color-coded data points that in...

What are Dashboards? Dashboards collect information about a record and summarize and display the collection in a single location. Dashboards are used on the constituent record's dashboard tab, on the giving tab, on dataset records (such as funds, c...

Dashboards are an excellent way for administrative users to display information in a tightly controlled environment. To make targeted updates to the data displayed in dashboards, you can add a link on the dashboard to a form . With forms, you have ...

Follow the steps in this article to customize and replace the New Record form for Person, Organization, Organization Contacts, and custom datasets. Creating a New Record Form In the top navigation bar, click Forms . Click New Form . E...

The term "Dashboard" is used widely throughout Slate to describe a customized display of data. This information is meant to highlight information for Student Success to be available at-a-glance and is read-only.  Using some advanced liquid mar...

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 Your title g...

A custom giving dashboard appears in the top section of the Giving tab above the default giving information. For more information about dashboards, refer to the Advancement Dashboard Overview Knowledge Base article. Creating a Giving Dashboa...

A custom dataset dashboard will appear in the top section of the Dashboard tab on a dataset record. For more information about dashboards, refer to the Advancement Dashboard Overview Knowledge Base article. Creating a Dataset Dashboard Se...