How do I Use the Default Dashboards?

Overview 

Default dashboards provide ready-made visualizations for common reporting needs, saving you time in setting up your analytics. 

Step 1: Access Analytics Dashboards 

1. Search for "Analytics Dashboards" in the Sidebar 

2. Or navigate through Main Menu > Reporting & Data Analysis 

3. Or go to Report Manager > Go to Analytics Dashboards 

Step 2: Select a default dashboard 

1. Choose from available pre-built dashboards: 

   1. Contributions Dashboard 

   2. Email Performance Dashboard 

   3. Online Activity Dashboard 

   4. Advocacy Dashboard 

   5. Organizing Dashboard 

Step 3: Review and customize (optional) 

1. Examine the pre-built widgets to understand the data being displayed 

2. If desired, you can customize the default dashboard by: 

   1. Adding new widgets 

   2. Deleting existing widgets 

   3. Rearranging the layout 

What else do you need help with? 

• Understanding the Analytics Dashboards 
• How do I Create a New Analytics Dashboard? 
• How do I Add a Widget to a Dashboard?