Customize the GivingData Home Page

Administrators can customize the default home page for all users. Each user can further customize their own home page.

“Administrator users” in this article refers to users with the Manage Home Page Settings permission enabled.

Administrator users can customize the default home page for all users in the site. Each user, including administrator users, can then further customize their own home page. These customizations allow for increased efficiency and visibility of information in the site. For example, a user can add a specific chart to their home page that they need to reference on a daily basis. 

If you would like to turn off the ability for each user to customize their own home page, contact your Client Success Manager. 

Options for an Administrator User

As an administrator user, click the multiple people icon to customize the default home page for all users.
multiple people icon

When adding a widget to the default home page, the Lock this Field? box is available. If checked, users are not able to remove or edit the settings for the widget when customizing their own home page. Lock this Field checkbox

Customizations to the default home page do not override changes other users have made to their own home pages.  


Click the single person icon to customize your own home page. single person icon

The Add and Edit Widgets section below contains details on making these customizations.

Options for a Non-Administrator User

As a non-administrator user, you can customize your home page as desired. The Add and Edit Widgets section contains details on making these customizations. Add Widget button

Add and Edit Widgets 

Add a Widget

  1. Click Add Widget.
    Add Widget button

  2. Click the widget type.widget types modal

  3. Make any available configurations depending upon the widget type, and then click Save.
    1. For a Saved Super Search Chart, first select the chart to add, and then edit the chart options as desired. Save button

 

When adding the Assigned To Me widget, the Overdue Timespan and Upcoming Timespan fields can be configured. 

  • Overdue Timespan - Only requirements and tasks overdue by the number of days set in this field will appear in the widget. Requirements and tasks overdue by more than this number of days will not appear.  
  • Upcoming Timespan - Only requirements and tasks due within the number of days set in this field will appear in the widget. Requirements and tasks due beyond this number of days will not appear.  

Edit Existing Widgets 

Hover over an existing widget on your home page to view options. 

  • Drag and drop the widget into the desired location on the home page.Drag and drop icon 
  • Click the trash can icon to remove the widget, or the pencil icon to edit the widget configurations. pencil and trash can icons

  • For a chart type widget, click the three dots icon to access view and download options. Three dots icon

  • For a chart type widget, click Open List View to navigate to the full list view for the chart.Open List View button

Reset to Default

After making customizations to your home page, you can click the arrow icon to reset your home page to the current default set by an administrator user. This removes all customizations you have made.
Reset button