Dashboards

A high-level view of what's going on in your church.

Dashboards are interactive pages that summarize data in real-time using visually interesting charts, graphs, and timelines. Use dashboards to spot trends or quickly check in on the health of your church. You can opt to take a deeper dive into your data using reports or custom queries.

Key Takeaways

  • To protect the privacy of your data, dashboards and the information contained in them is visible based on the permissions assigned to the user. In other words, if a user does not have permission to view pledges or giving, he or she will not be able to view similar dashboards.

  • Just like queries, you can use dashboards to create lists of individuals that you can then export or turn into emails and mailing labels. Most allow you to filter the data you see based on date ranges and other criteria. Some dashboards have other features as well.

Export a Dashboard List

A CSV file for use in spreadsheets or other programs.

Different dashboards require different permissions for use. See the dashboard concept topics for details.
  1. Click Reporting > Dashboards.
  2. Click a dashboard tab.
  3. Click an entry or graph point to display a list of profiles.
  4. Select the check box next to each record you want to export, or select the box at the top to choose all.
  5. From the actions drop-down list, select Export (.csv). Note that the list does not display until you select at least one record.
  6. To open the file, follow the notification displayed by your browser. You can also get it from the report log.

Send Invites from Dashboards

Send mass invitations to use Realm.

Different dashboards require different permissions for use. See the dashboard concept topics for details.
  1. Click Reporting > Dashboards.
  2. Click a dashboard tab.
  3. Click an entry or graph point to display a list of profiles.
  4. Select the check box next to each person you want to invite, or select the box at the top to choose all.
  5. From the actions drop-down list, select Invite to Realm. Note that the list does not display until you select the check box next to at least one record.

Create Labels from Dashboards

Labels from the Overview, Attendance, and Involvement dashboards.

Different dashboards require different permissions for use. See the dashboard concept topics for details.
You can create labels from the Overview, Attendance, and Involvement Dashboards. However, labels cannot be created from the Giving or Pledges dashboards.
  1. Click Reporting > Dashboards.
  2. Click a dashboard tab.
  3. Click an entry or graph point to display a list of profiles.
  4. Select the check box next to each record you want to export, or select the box at the top to choose all.
  5. From the actions drop-down list, select Print Individual Labels. Note that the list does not display until you select at least one record.
  6. Labels are downloaded as a PDF. To open it, follow the notification displayed by your browser. You can also get it from the report log.

Populate Groups/Pathways from Dashboards

Quickly add multiple individuals to a group or pathway.

Different dashboards require different permissions for use. See the dashboard concept topics for details.
  1. Click Reporting > Dashboards.
  2. Click a dashboard tab.
  3. Click an entry or graph point to display a list of profiles.
  4. If you like, click the filter icon to filter the results. Select the check box next to each record you want to add to a pathway, or select the box at the top to choose all.
  5. From the actions drop-down list, select Add to Pathway or Add to Group. Note that the list does not display until you select the check box next to at least one record.
  6. Select a pathway and click Add.

Print a List's Basic Contents

On any dashboard, create a printable report.

Different dashboards require different permissions for use. See the dashboard concept topics for details.
  1. Click Reporting > Dashboards.
  2. Click the Overview, Pledges, Attendance, or Involvement tab.
  3. Click an entry or graph point to display a list of profiles.
  4. Select the records you want to include, and click the printer icon.

Send Mass Emails from Dashboards

Broadcast emails from Realm on any dashboard.

Different dashboards require different permissions for use. See the dashboard concept topics for details.
  1. Click Reporting > Dashboards.
  2. Click a dashboard tab.
  3. Click an entry or graph point to display a list of profiles.
  4. Select the check box next to each person you want to email, or select the box at the top to choose all.
  5. From the actions drop-down list, select Send Email. Note that the list does not display until you select the check box next to at least one record.
  6. Enter a Subject and Message.
  7. To add an attachment, click Add a file. Click Choose File and locate the attachment on your computer.
  8. Click Send.
    Note:

    • If your list includes children, their parents receive the email, too.

    • After you send the emails, you are told the number of people who received it and the number who did not. If you choose, a list of the latter –along with their available contact information– will be emailed to you in an Excel spreadsheet.