Dashboards & Analytics FAQ

Find answers to common questions about customizing report widgets, role-based navigation sidebar toggles, and data compilation.

Can I change the default widgets on my dashboard?

Yes. Every user can customize their personal workspace dashboard:

1. Scroll to the bottom of the dashboard page and click Customize Layout.
2. Widget Library: Add or remove widgets (such as upcoming shifts, announcement banners, quick actions, or attendance trends).
3. Drag-and-Drop: Drag widgets to rearrange their order on the screen.
4. Click Save Layout to lock in your custom view.

How do we customize the navigation sidebar for specific roles?

The navigation sidebar adapts dynamically to user permissions:

• Automatic Filters: The app evaluates the user’s role and hides navigation links that are outside their permission scope (for example, hiding the “Giving Ledger” link from Sunday School teachers).
• Custom Sidebar Templates: Admins can customize the navigation templates for specific roles, grouping links into sections (e.g., “Daily Roster Tools” for volunteers) to simplify navigation.

When do pre-compiled analytics views and summaries refresh?

To ensure high performance:

• Roster & Logs: Live dashboards (like attendance lists and check-in panels) update in real-time.
• Pre-Compiled Analytics: Complex reports (such as annual giving trends, at-risk cohorts, or diocesan summaries) are calculated and cached during nightly processes.
• Manual Refresh: Admins can click the Refresh Data button at the top of a report to force an immediate update.

Can we create custom dashboards for special ministries?

Yes. If your parish runs a specialized program (such as a large annual summer camp or a food drive):

1. Navigate to Reports > Dashboard Builder.
2. Click Create Custom Dashboard.
3. Select the target ministry and add relevant widgets (e.g., volunteer check-in tracker, donation totals, or registration count).
4. Assign access permissions so that only team members of that special ministry can view the dashboard.