--- title: "Constituent Dashboard for Advancement" slug: "creating-a-custom-constituent-dashboard" tags: ["Advancement"] updated: 2026-05-11T18:10:11Z published: 2026-05-11T18:10:11Z --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt > Use this file to discover all available pages before exploring further. # Constituent Dashboard for Advancement Custom constituent dashboards appear in the top section of the constituent's Dashboard tab. For more information about dashboards, refer to the [Dashboards for Advancement](/v1/docs/advancement-dashboard-overview) Knowledge Base article. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-TNSSV61W.png) #### Try a Slate example 💼 Copy this [Suitcase](/docs/suitcase-import) ID and paste it in **Database → Suitcase Import**to import a pre-made example dashboard: ```SuitcaseID fa1181c9-ca08-4895-bff9-2fc08aaed0f6:slate-advancement-showcase ``` ## Creating the Base Dashboard 1. Click **Database** on the Slate navigation bar, and in the **Records and Datasets** section, select **Dashboards** (alternately, enter "dashboards" in the search area at the top of the **Database** page, and click on the link that appears). The **Dashboards** summary page appears. [![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/17640500250395.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/17640500250395.png) 2. Click **New Dashboard**. An **Edit Dashboard** popup appears. [![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/17647609459611.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/17647609459611.png) 3. Provide the following configurations: - **Name**: Give the dashboard an appropriate and meaningful name. - **Type**: Select **Record**. A **Base** field appears. - **Base**: Select **Person**. 4. Click **Save**. The summary page for the dashboard appears with the **Edit Query** tab selected. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-T4P7QBNN.png) *Note: AI Dashboard remains unchecked above.* ## Adding Query Exports and Filters 1. Begin configuring the query by clicking **Export**. An **Insert Query Part** popup appears to provide the available exports for selection. 2. Select the desired exports for the query, and click **Continue**. 3. If exports are selected that need to be joined, a **Configure Parts** popup appears. Select the appropriate value for each join (Person / Interactions, Person / Gifts, and so on). 4. After selecting the join value, additional options appear for adding subquery joins, filters, and more. Provide additional values as desired. 5. Click **Save**. The exports appear on the dashboard summary page. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-RDF60QBQ.png) 6. Rename the exports if desired. You can also conditionally display information on a dashboard with Liquid markup and an existence export. Remember that the merge field name you use must exactly match the query export name, or the dashboard will not display the data. Rename exports to SQL-friendly names if they will be used for merge fields. You can rename exports using one of two methods: #### **Method 1** 1. Click the **Rename Exports** link. The export list on the summary page changes to editable text fields. 2. Change the name of any export you want to change. 3. Click the **Save** link. #### **Method 2** 1. Double-click the export to rename. An **Edit Part** popup appears. 2. Change the **Name** value. 3. Click **Save**. The dashboard summary page appears with the updated export names. 4. In the **Filters** section, add filters to constrain the dashboard query results if desired. You can add filters to your dashboard query so the dashboard will display only the records that meet the filter criteria. By using filters, you can create multiple dashboards that appear only for records that meet a population filter. For example, create a mega-donor dashboard to display custom giving data if the record exists in the designated population. ## Editing the Dashboard Layout 1. On the dashboard summary page, click the **Edit Dashboard** tab. The WYSIWYG editor for the dashboard appears, with the merge values provided on the right side of the page. 2. Click **Save**. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-HU86D1YE.png) ## Creating the AI Dashboard You have the option to display an AI Dashboard above the dashboard described above. This is done by checking the AI Dashboard option in the New Dashboard popup, which will create a completely separate dashboard as pictured below. This option is available for new dashboards only; you cannot convert**an existing non-AI dashboard to its AI counterpart. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-3LGLBHB4.png) ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-F877A5ZS.png) 1. To perform a test to see how the standard dashboard appears with a record, click **Preview Dashboard** and enter the record to use for the preview. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-SVJMWB15.png) The AI dashboard preview will show the query data and the results of the AI prompt. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-IQ1682MV.png) 2. Together, the person dashboard will look like this: ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-9UM77LZK.png) ## Related - [Getting Started with Liquid Markup](/getting-started-with-liquid-markup.md)