dashboard provides a centralized, at-a-glance view monitoring campaign monitoring : completion rates and data entry progress. It is a dashboard specific to the campaign that you can customize with widgets.
Rights required : 
View a campaign
Being assigned a role the campaign gives you access to dashboard .
Go to dashboard
When you create a campaign, or open it from the campaign list, you'll be taken directly to its dashboard.
If you access the campaign from a fundraising notification, you won't be taken to the dashboard to the fundraising page.
Add and organize widgets
dashboard campaign dashboard consists of widgets: modular blocks of information that you can arrange according to your needs.
- Click on Add a widget.
- Select the widget . Repeat this step as many times as necessary to display the relevant information.
- Click on Change the display to resize and arrange the widgets.
Each dashboard be viewed in full-screen mode for optimal readability.
Available Widgets
Four widgets are available for dashboard :
- Campaign Completion Rate : Displays the percentage of the campaign that has been completed.
- monitoring of a campaign : Provides a detailed overview of the data entry progress.
- Text box : Allows you to add custom text to the dashboard.
- Product Description : Displays descriptive information about the campaign (attributes, roles).
Print Preview
The print preview opens a version of dashboard for printing. It allows you to check the layout before saving the preview as a PDF from your browser.
Recommendations for Optimal Results
- Perform several test prints to adjust the layout and ensure the text is legible.
- By default, the first 100 items in paginated lists are included in the PDF output.
- To optimize space, disable the "Headers and Footers" option and margins in your browser's print settings.
- We recommend using Google Chrome.
- Adjust the size of the widgets or limit the length of the chart captions to ensure good readability.
- Go to dashboard .
- Click on the
contextual menu from the dashboard.
- Click on Print Preview.
- Check the preview displayed on the preview page.
- Choose the most suitable orientation: The preview opens in landscape mode by default, but you can switch to portrait mode and then confirm your choice in the browser's print dialog box.
The preview toolbar is visible on the screen to help you prepare for printing, but it is hidden in the document . Opening the preview does not change the campaign data; only the layout of the content is adjusted for printing.
- Click the print button to open the browser's print dialog box.
- Select
PDF fileor a printer. - Check the browser's print settings (pages, scaling, margins, etc.).
- Click on
RegisterorPrint.
dashboard is exported as a PDF with a print-friendly layout.
Learn More
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