Dashboard Reports

Executive Dashboards are visual representations of the data that you can find within certain modules. Dashboards provide a quick reference to frequently used data, such as seen in the image below on the CRM module dashboard.

Dashboards allow you to personalize the dashboard for each module and enable you to customize the reports that appear. Certain dashboards also allow you to click-through to a netFORUM List for data exporting. Dashboards are available for the following modules:

• CRM
• Events
• Committees
• Accounting – which now contain Sales Dashboard Reports
• Administration – which now contain Membership Dashboard Reports

To access dashboards for each of the modules above, go to the corresponding Overview page and click on the Launch Dashboard button.

See Also