Creating and working with Dashboards in Advanced Reporting

Creating and working with Dashboards in Advanced Reporting

Create your Dashboard

Creating a Dashboard allows you to quickly see the results of several reports in one place. 

Step 1: Create a Dashboard and add your first report

In Advanced Reporting, click "Dashboards" and then the plus sign in the middle of the white rectangle.

In the window that pops up, select a Category from the drop down at the top of the window and select the report you want to add to your Dashboard.

Click the report again in the new window that opens to add that report to your Dashboard.

Step 2: Add more reports to your Dashboard

To add more reports to your Dashboard, hover your mouse in the blue area below the newly created report tile. A series of blue squares with plus signs in the centre will appear. Clicking on one of these will add another tile to your Dashboard. 

Click the right edge of the tile and drag to expand it, then click on plus sign in the middle and repeat Step 1 (above) to add your second report to the dashboard. 

Working with your Dashboard

Click the three (3) horizontal lines in the upper left of the Dashboard page to expand the options for managing your Dashboard.

If you hover your mouse over the buttons, you will see an explanation of each one. You can add, refresh, filter, set the share options, print, export, etc.  The Calendar icon gives options for how often, and when, to refresh the dashboard and then send it via email.

Click the file icon and select "Save As" to give your Dashboard a name. Click OK.

Clicking the three horizontal lines in the top right of each dashboard tile gives you additional options. The Excel button allows you to export the report to Excel, for example.

To return to the Dashboard view, click the curved arrow in the top right.

    • Related Articles

    • Advanced Reporting tutorial (20 min)

      This video gives you all the basics you need to start taking advantage of the advanced reporting feature of Partner DMS Cloud. Silent Partner Software will build your report for you!  Contact or your Account Manager ...
    • Tutorial on Advanced Reporting in Silent Partner Cloud

      Advanced Reporting requires special permissions in Silent Partner. If you need access to Advanced Reporting, speak with your system administrator. Silent Partner Software will build your report for you! Contact or ...
    • Enable clickable donor numbers / hyperlinks in Advanced Reporting

      In order to be able to click through to a donor profile from an Advanced Report in Silent Partner: Add the donor number field to the report and click the gear icon. In the URL section, enter the following:  ...
    • How to export a report in Advanced Reporting to Excel

      If you do not see Advanced Reporting when you log in to Silent Partner Cloud, speak to your Silent Partner Admin to request that your permissions are changed. To export a report in the "Advanced Reporting" module of Silent Partner, find the report ...
    • Creating a Cloud User

      You need Administrator privileges to set up Cloud users.  Once logged onto the Cloud, go to Admin Settings > Cloud Users Set up the user profile to allow the user to log into Silent Partner Cloud To add a new user, click "Add DMS User." Managing ...

    Partner Academy

    Learn what you need to know, any time. Free!

    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.

      Contact Us