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Help with Customized Dashboard options in eTapestry!

Daler Baitursunov

Hello,

I am just wondering if anyone has ever tried to create/find out customized options in eTapestry to display Pledges and Receipts reports on the Dashboard screen page. I am specifically interested in how to enable a visualized table of data broken down by different date ranges, i.e. Pledges in 2019/Receipts in 2019; Pledges in 2020/Receipts in 2020.

I've tried Favorite Reports/Queries/Templates option from the Select Tiles and Layout, and it doesn't help much. I would rather prefer something in a visualized mode, as a table with detailed data broken down by dates easily set up on the Dashboard screen page.

Many thanks for your advice and guidance.

Best,

Daler.

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Comments

Karen Tuecke

Have you tried to use the drop down in the approach performance for received versus pledged (two separate reports) or used the goal section and exported to excel and then sorted and organized by pledged and received? Just some thoughts.

Daler Baitursunov

Hi Karen,

Thank you for your email. I've tried to use the approach performance, and it does not display results for all combined pledges and receipts that we usually run them via queries and reports. I think there should be an additional feature of ‘Journal Entries Performance’. Please correct me if I misunderstood.

Thanks again for your help and comments.