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.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Click a dashboard tab.
- To display a list of profiles, click an entry or graph point.
- Select the check box next to each record you want to export, or select the box at the top to choose all.
- In the actions drop-down list, select Export (.csv). Note that the list does not display until you select at least one record.
- 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.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Click a dashboard tab.
- Click an entry or graph point to display a list of profiles.
- Select the check box next to each person you want to invite, or select the box at the top to choose all.
- 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.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Click a dashboard tab.
- Click an entry or graph point to display a list of profiles.
- Select the check box next to each record you want to export, or select the box at the top to choose all.
- From the actions drop-down list, select Print Individual Labels. Note that the list does not display until you select at least one record.
- 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.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Click a dashboard tab.
- Click an entry or graph point to display a list of profiles.
- If you like, click 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.
- 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.
- Select a pathway and click Add.
Print a List's Basic Contents
On any dashboard, create a printable report.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Click the Overview, Pledges, Attendance, or Involvement tab.
- Click an entry or graph point to display a list of profiles.
- Select the records you want to include, and click .
Send Mass Emails from Dashboards
Broadcast emails from Realm on any dashboard.
Send a One-Way Text from Dashboards
You can send one-way texts from any dashboard.
Only administrators and users with permissions set to Allow in their responsibilities can perform the steps below.
You can select individuals from a reports dashboard and send them one-way texts. Your church's text ID is included at the beginning of all texts that you send.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Click the name of the dashboard.
- Select the individuals you want to text. By default, all individuals are already selected.
- In the Select an Action drop-down menu, select Send One-Way Text.
- Enter the content of your text.
- To receive a copy of the text on your mobile device, select Send a text to my mobile phone. By default, this option is automatically selected.
- Click Send.