How Do I Enable the Dashboard Feature?

Dashboard 

How to Enable

User Permission

  • Go to Administration, Users
  • Click on the orange edit icon beside your name
  • Verify you have the Reporter user role checked off
  • Click on "Intake-Specific"
  • Click on "Edit User" on the right side
  • Go to the Misc tab
  • Select "Yes" under "Show report dashboard"
  • Save your changes
  • Select the page or visit type from the dropdown list
  • Save your changes

Households/Individuals Served

This section is from the Time Series Report. It represents the past full six months of individuals and households served in the organization the user is logged into. There are both unique and duplicated options. This report only includes food bank/pantry programs.

Data Integrity Report

The Data Integrity Report is only visible to Network Administrators on the dashboard page. However, anyone with the reporter role can run a Monitoring Report which will provide these stats as well.

This report indicates a list of the network's agencies and the current stats of how many households each agency is entering in the system has undisclosed information. It also includes the total amount of duplicates each agency has.

Missing Data/Backdating Reports

The Missing data and Backing Reports are only visible to Network Administrators on the dashboard page. However, anyone with the reporter role can run a Monitoring Report which will provide these stats as well.

The Missing Data Report indicates a list of the network's agencies who haven't recorded visits in the past 30 days.

The Backdating Report indicates a list of agencies who have backdated visits in the past 30 days and how many visits have been backdated.


Live Count Stats

This section will enable a live count of total households and individuals served at the location you're logged into. It is only counting pantry/food bank visits (including anonymous) and updates on the Dashboard page immediately.


NOTE

This will not immediately display numbers when enabled. A task runs overnight to get the numbers. If you enable this during the day, the stats will not show until the following day.


How to Enable

User Permission

  • Go to Administration, Users
  • Click on the orange edit icon beside your name
  • Verify you have the Reporter user role checked off
  • Click on "Intake-Specific"
  • Click on "Edit User" on the right side
  • Go to the Misc tab
  • Select "Yes" under "Show dashboard service stats"
  • Save your changes
  • Select the page or visit type from the dropdown list
  • Save your changes