How to Select a Default Payments & Approvals Dashboard

Learn how to select a default dashboard. A default dashboard will open automatically when accessing the Payments & Approvals dashboards.

A user can select any Payments & Approvals dashboard that they have access to as their default dashboard. This includes dashboards with Public, Private, or Shared visibility. 

Default dashboards will open automatically when accessing the Payments & Approvals dashboards, and will be the dashboard visible on a user's GivingData homepage on versions 5.0.4 or later.

Default dashboards can be changed at any time. Selecting a new Default Dashboard will replace the user's existing Default Dashboard selection.

Selecting an existing dashboard as a Default Dashboard

1. Open the dashboard by selecting its name from the left side panel titled 'Your Dashboards'.
2. Click the yellow 'Manage Dashboard' button, then select 'Set as My Default Dashboard'.

Selecting a Default Dashboard when creating a new dashboard

1. Select the green 'Add New Dashboard' button.
   
   
2. Add information to the dashboard properties, then select the checkbox for 'Set as My Default Dashboard'.
   
   
3. Complete the remaining steps in order to save the new dashboard. Once saved, this new dashboard will be the user's Default Dashboard.