Dashboard Report and Dashboard Setup

The Dashboard Report within the standard reports found under Dashboard > Financials is a basic visual representation of your financial data. The widgets a User sees is determined by their User Role. Admin users see the layout assigned to their role, but they can also select any other dashboard layout if they wish.

Looking for information on ReportBuilder Charts? Click here.

Report Criteria:

• Date Range: Will default to the Last Closed Month and the appropriate look back period, but can be adjusted
• Dashboard: A default dashboard layout is displayed if the user has no role, or if the role has no assigned dashboard layout. Admins can view any Dashboard.
• Periods: Allows for the columns to be set to months, or to show variances by quarters or years.
• Dimension Filters: Allow the user to filter the Report.
• Top Ten: Allows the user to choose a different dimension for the Top Ten Widgets.

The Widgets:

• Monthly Income and Expense – This widget compares income to expense by month. Income is shown in teal columns and budget is shown with a red line. Hover over each column or the red circles to see specific amounts. The Total Income and Total Expense summarize ordinary income and expense for the period displayed.
  
  
  
• Monthly Income – This widget compares income to budget by month. Current year totals are shown in teal and prior year totals are shown in gold. Hover over each column or the red circles to see specific amounts. The filters for the dashboard can be set to show information by quarter or year. If set to “quarters”, this widget provides a comparison to the quarters from the prior year. If set to “years”, this widget compares totals for the selected range of years. The totals shown in the white boxes are based on actuals and budget for ordinary income for the period displayed.
  
  
  
• Income Top Ten – This widget summarizes income for the top 10 accounts, categories, or dimensions, as specified by the dashboard filter. Hover over any segment to see the complete name and the specific amount.
  
  
  
• Monthly Expense - This widget compares expenses to budget by month. Current year totals are shown in teal and prior year totals are shown in gold. Hover over each column or the red circles to see specific amounts. The filters for the dashboard can be set to show information by quarter or year. If set to “quarters”, this widget provides a comparison to the quarters from the prior year. If set to “years”, this widget compares totals for the selected range of years. The totals shown in the white boxes are based on actuals and budget for ordinary expense for the period displayed.
  
  
  
• Expense Top Ten - This widget summarizes expenses for the top 10 accounts, categories, or dimensions, as specified by the dashboard filter. Hover over any segment to see the complete name and the specific amount.
  
  
  
• Gain/Loss Comparison - This widget compares net gain or loss to budget by month. Current year totals are shown in teal and prior year totals are shown in gold. Hover over each column or the red circles to see specific amounts. The filters for the dashboard can be set to show information by quarter or year. If set to “quarters”, this widget provides a comparison to the quarters from the prior year. If set to “years”, this widget compares totals for the selected range of years. The totals shown in the white boxes are based on actuals and budget for ordinary income and expenses for the period displayed.
  
  
  
• Weekly Giving - Average weekly giving, calculated as the total of accounts identified as "donation accounts", divided by the number of Sundays in each month. This is available to all Martus customers, but it is applicable primarily to churches.
  
  

Admin User Management

Administrators can manage the Widgets within the various Dashboards

Step by Step:

• Go to Setup > Dashboards 
• Click Add to add a new dashboard or click the Edit icon to view or update an existing dashboard.
• Click on any widget name and use the single arrows (> and <) to move the widget from Available to Selected, or vice versa. 
• Use the double arrows (>> and <<) to move all widgets from Available to Selected, or vice versa.
  
  
  
• Click on any widget in the Selected Widgets column and use the up and down arrows to organize the sequence of the widgets on the screen. 
• Update any Dashboard name as desired
• Delete any dashboard layout that is not assigned to a role.
  ***Each User Role is given a Dashboard for the Users within that role