Administrative Advice: Sharing Dashboard Panels

In The Raiser’s Edge, Dashboard is a way to get a quick overview of information in your database. On a Dashboard page, you can put up to 255 panels of summarized information on to track the progress or performance of your campaigns, funds, appeals, gifts, solicitors, memberships, events, proposals, volunteers, or actions.

Unlike records, queries, exports, and reports, Dashboard pages aren't automatically made available to other database users. Dashboards are specific to each user, so additional steps are necessary in order to share a dashboard you've created with another user, or to let them share one with you.

To give a user the right to share dashboards, begin by logging into The Raiser's Edge as a user who has rights to Security, such as the Supervisor user. Once you have logged into The Raiser's Edge, go to Administration, Security, and select the Security Group that you want to give the ability to view shared dashboards. In the Security Group window, check Dashboards in the Group Privileges panel. This will activate the Options button to the right. Click the Options button, then mark the Allow to Share Dashboards checkbox, click OK, then Save and Close the User Group.

Now, go to Dashboards and select the dashboard to share. Click the Sharing button in the upper right-hand corner of the dashboard screen, move the appropriate Security group over to the Selected column and click OK.

Now users from the group with whom you shared the dashboard cab go to Dashboards, click Select Shared Dashboards, and select any Dashboards that have been shared.

You can also find these steps in Knowledgebase solution BB29912.