Article #3 - Menu, Dashboard and Dashlets
This this article we will give you an overview of the Backoffice dashboard (it's 'home page') and the navigation menu.
The navigation menu
The navigation menu is a small bar at the top of every Backoffice page.
It provides access to nearly every function and is broadly organized into headings by each component (such as Contributions, Events, Mailings, etc), with the exceptions for Search and Administer, both of which provide different options & functionality.
You can modify the navigation menu by going to: Administer > Customize > Navigation Menu and then adding or rearranging menu items on the screen. Remember that changes you make to the navigation menu will be seen by everyone who can access the Backoffice so be careful when modifying the navigation menu.
To the left of the navigation menu is the Quick search field. The Article on "Searching" will provide more details on how this works.
The home dashboard & dashlets
When you first access your Backoffice, the first page that you will see is the dashboard home screen. The dashboard allows you to see important information by displaying a series of "dashlets". A dashlet is a report that you can display on your home dashboard. Many dashlets come with your Backoffice by default, and you or your CampaignRep administrator can create additional dashlets that are specific to your organization's needs. Some examples of dashlets that come prepackaged 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 the system (this could include emails sent to constituents, donations that have been made, or meetings that have been scheduled).
- Membership Report: a table summarizing information about Members tracked by the system and broken out by month. This includes the number of Members of each type total amounts of payments made and the number of contributions made, among other things.
You can add these dashlets to your 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. If you are starting off you might want to include the "Activities" dashlet in the right column.
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).