Published: 10th April 2018
Dashboards provide a quick and efficient overview of information that is relevant to you in Raiser’s Edge. On the Dashboard page you can view a real-time snapshot of the current status of, for example, your proposals.
You can also view other dashboards that people have shared by clicking on Select Shared Dashboards from the top menu (see screenshot below).
This opens the Select a Dashboard screen, where you can choose any shared dashboard to view (as long as you have the relevant permissions to do so).
If you would like to create your own dashboard please contact firstname.lastname@example.org for assistance.