The home dashboard & dashlets
When you first log into jManage, the first page that you will see is the dashboard (jManage Home). The dashboard allows you to see important information about your site and jManage by displaying a series of "dashlets". A dashlet is a report that you can display on your home dashboard. Many dashlets come with jManage by default, and you or your administrator can create additional dashlets that are specific to your organization's needs. Some examples of dashlets that come with jManage include:
- Donor Report: a bar graph of the amount of total contributions per month for the last five months.
- Activities: a list of recent activities that have been recorded by jManage (this could include emails sent to constituents, donations that have been made, or meetings that have been scheduled in jManage).
- Membership Report: a table summarizing information about Members tracked by jManage and broken out by month. This includes the number of Members of each type, and the number of contributions made, among other things.
You can add these dashlets to your jManage dashboard by clicking the Configure Your Dashboard button. You will see a list of dashlets that can be dragged into the right or left column of your dashboard.
Click Done to save the dashlets to your dashboard. From now on, you will see updates to the status of your dashlets every time you log in (if you'd like to check and see any changes that have occurred more recently, you can always click Refresh Dashboard Data - this will reload each dashlet and pull in any new information). For performance reasons, dashlets are cached. You can change how often the dashboard refreshes by visiting Administer > System Settings > Misc and editing Dashboard cache timeout.
Almost any jManage report can be made available as a dashlet.
To create a dashlet, do the following:
- Click Reports > Create Reports from Templates.
- Select the report template that you want to use.
- Choose the criteria you want to display in your dashlet. For example, you may want the dashboard version of the report to always show data for "This Quarter" or "This Year". You can also choose to display the report as a table, or as a bar or pie chart.
- Click Preview Report.
- Once there, click Create Report.
- At the bottom of the Create Report section, select the box that says Available for Dashboard?. Users with permissions to see that information will be able to add that dashlet. (See the section on permissions for more information).
- Click Create Report.
Now add the dashlet to your dashboard:
- Click Home to get to your dashboard.
- Click Configure Dashboard. Drag the dashlet from the "Available Dashlets" box to the column where you'd like it to appear.
- Click Done.
(Refer to the Menu Dashboard Reporting section for more details on working with reports.)