Creating a Custom Giving Dashboard for Advancement
  • 23 Nov 2023
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Creating a Custom Giving Dashboard for Advancement

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  • PDF

Article Summary

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.

A custom giving dashboard displays in the top section of the giving tab above
  the default giving information.

Creating a Giving Dashboard

  1. Select Queries / Reports on the Slate navigation bar.

  2. Select New Query.

  3. Enter the following configurations:

    • Name: Provide a short, descriptive name, such as "Giving Dashboard." (The query does not need to be named "Dashboard.")

    • Sharing: Select Share query with other users with the query and query base permissions.

    • Folder: Select System. (If the System folder does not yet exist, select Other and then enter "System.")

    • Type: Set to Configurable Joins.

    • Category: Set to Records.

    • Base: Set to Person.  

    • System Key: If the System folder already exists in the database, the System Key setting appears automatically. Select Dashboard Giving for this setting. If the System folder was just created, save the query, return to the Edit Query page, and select Dashboard Giving for this setting.

Adding the Exports

  1. Select exports for the data to be displayed.

  2. Double-click on each export, and give it a computer-friendly name (no spaces, all lowercase letters)

You can also add filters to your Dashboard Query if necessary. Filters cause the dashboard to only display records that meet the filter criteria. If you wish to conditionally display information on a dashboard, use Liquid markup and an existence export.

Configuring the Dashboard


The merge field name and the query export name must match exactly. If the two names do not match, the dashboard will not display the data.

  1. Follow the breadcrumbs in the new query and click Edit Dashboard.

  2. Using the WYSIWYG editor, configure the dashboard as desired. Enter the computer-friendly names of the exports as merge fields using curly braces.

Create multiple dashboards if certain data points should only appear based on the population filter. For example, create a mega-donor dashboard to display custom constituent giving data if the record falls within the designated population.

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