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Campaign Dashboard

Last post 08-28-2009 5:15 AM by Charlotte Ory. 4 replies.
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  • 08-05-2009 10:41 AM

    • Ali Khan Dawood
    • Top 500 Contributor
    • User Since: 2008
    • Posts 33
    • Organization: Aga Khan University
    • Products:  The Raiser's Edge

    Campaign Dashboard

    How to create campaign dashboard with the selection by currency amount? (and not by gift amount)

  • 08-13-2009 4:08 AM In reply to

    Re: Campaign Dashboard

    With 7.85 you can base dashboards on queries which would get around this problem.  If you are not on this version, research into doing the upgrade.

    Good luck!

    Charlotte Ory
    Raisers Edge Consultant and Trainer

    07834 407 858
    charlotte@charlotteoryconsulting.co.uk
    www.charlotteoryconsulting.co.uk
  • 08-26-2009 7:38 AM In reply to

    • Ali Khan Dawood
    • Top 500 Contributor
    • User Since: 2008
    • Posts 33
    • Organization: Aga Khan University
    • Products:  The Raiser's Edge

    Re: Campaign Dashboard

    I tried, unfortunately, if your dashboard is based on query, than system do not provide grand total.

    Filed under: ,
  • 08-26-2009 9:51 AM In reply to

    • Leanne Vitanzo
    • Top 150 Contributor
    • Posts 69
    • Organization: Blackbaud, Inc.
    • Products:  Admissions and Registrar's Office 6, Blackbaud NetCommunity, Blackbaud Student Information System, The Education Edge, The Raiser's Edge

    Re: Campaign Dashboard

    It is true that Dashboard panels based on queries do not give you the total.  However, you can export/copy them into excel and have excel calculate the total for you. If you click on the Properties button in the upper right hand corner of the pane (looks like a hand pointing to a piece of paper) you can copy the Table to the Clipboard.  Then you can paste it into Excel and easily do the calculations.  If that doesn't work for you, you would have to use a report instead of a Dashboard. 

    Filed under: , ,
  • 08-28-2009 5:15 AM In reply to

    Re: Campaign Dashboard

    If you only want to see totals for a campaign you do have the summary information section in a campaign query which enables you to calculate total given to a campaign, total number of gifts, constituents etc 

    If you want both the total and the breakdown, you could always create two separate panels one for the summary information and one for the breakdown that sit alongside each other.  This way you will not need to export the data, just simply refresh.

     

    Charlotte Ory
    Raisers Edge Consultant and Trainer

    07834 407 858
    charlotte@charlotteoryconsulting.co.uk
    www.charlotteoryconsulting.co.uk
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