Create a custom dashboard to display key information on the Overview section of the Research tab. 

Like other dashboards, this dashboard leverages the Query tool to design the dashboard and retrieve the information to be displayed.

Try a Slate example  💼

Copy this  Suitcase ID and paste it in  Database → Suitcase Import to import a pre-made example research dashboard:

d56f5087-0c85-448e-8443-42b7f5b44cf3:slate-advancement-showcase

📝 Note

This dashboard assumes certain data points already exist in your database, like Research Sources or Philanthropic Interests. If you use different names or entities, you may need to adjust the joins and merge fields.

Creating the query

To create the research dashboard query:

1. Go to Queries / Reports

2. Select New Query.

3. Configure the following settings:

   • Name: Enter a name for the dashboard query, like Research Custom Dashboard.

   • User: Select a user to be associated with the query, or leave blank to default to the current user

   • Realm: Optionally place the query in a realm.

   • Sharing: Select to make this dashboard visible to other users.

   • Folder: System

   • Type: Configurable Joins

   • Category: Record.

   • Base: Select the base to which this dashboard should apply. If the dashboard should appear for person records, select Person; if the dashboard is intended for dataset records, select the appropriate dataset.

   • System Key: Dashboard Research
     📝 The system key will only appear after selecting the System folder.
     

4. Select Save.

5. Select Edit Query.

6. Add exports for each data element to be returned as merge fields in the dashboard.

7. Rename each export to remove spaces or special characters.

8. Optionally add Filters to your dashboard query. The dashboard displays only records that meet the filter criteria.
   💡 To conditionally display information on a dashboard, use Liquid Markup and an Existence Export.

Customizing the research dashboard

To modify the appearance of the research dashboard:

1. Navigate to the query that was created and select Edit Dashboard.

2. Using the WYSIWYG (what-you-see-is-what-you-get) editor, design the dashboard as desired. To leverage the exports referenced within the query, add the name of the export between two curly brackets, such as: {{most-recent-estimated-capacity}}.