Working with Dashboards

 

The Data Analyzer application comes with seven fully-functional dashboards that you can view from within Data Analyzer as well as Personify. The dashboards display data in the form of charts and graphs that reflect information from the module you select.

 

Operational dashboards selects information from the production database on the BOE server to populate the analytics.

The following dashboards currently available to Personify users are the following:

·            Abstracts Dashboard

·            Advertising Dashboard

·            Customer Summary Dashboard

·            Executive Dashboard

·            Fundraising Dashboard

·            Meeting Dashboard

·            Membership Dashboard

 

This section provides sample screenshots of what each analytic in the module dashboards may look like and a description of the information contained in them as well as how to work with the information.

Operational dashboards select information from the production database on the BOE server to populate the analytics. If the BOE server supports multiple organizations, the dashboard analytics will reflect the data pertaining to the logged in users org and org unit id.

This section also contains information about adding dashboards to your home page and configuring your favorite Webi report:

·            Setting Dashboards as Your Personify Home Page

·            Configuring your Favorite Data Analyzer Webi Reports

 

The Personify application now integrates with BusinessObjects Dashboard Designer Tool. This tool allows you to build your own dashboards.

·            For information on working with dashboards, please see Building Dashboards for Personify.