Donor Management System
Want to learn more about this feature?
The DMS has Standard Dashlets that you can choose to display in your main Dashboard. But you can also add new Dashlets from your previsouly-made reports.
This article will cover how you can build completely Custom Dashlets to suit your needs.
Adding Custom Dashlets
You will be able to add a new Dashlet while adding a New Report.
1. Visit the Reports Tab and select New Report
New Report
2. On the next page, you will see a list of Report Templates organized by Contribution, Contact, Mail, and Opportunity
New Report > Available templates
3. Select a Report Template section to expand all of the Report Templates within it, then select the name of the Report Template you want to build your New Report from
Select a New Report template from those available
4. Next, you can customize your New Dashlet with Columns, Sorting, and Filters. After customizing your New Dashlet, select View Results
Customize your Dashlet report
5. After loading your results, from the Actions menu, select Create Report
Create your New Report
6. Creating your Report will then reveal a new Access tab. Here, check Available for Dashboard?
Make available for Dashboard
7. Afterwards, select Actions and then Save.
8. Your saved Report will now be available on your Dashboard as a new Dashlet
New Dashlet