Balance Sheet & Income Statement Dashboards

LaQuanda Prince
LaQuanda Prince
Sixth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

In the database view, there used to be a dashboard that displayed the balance sheet and income statement, which was incredibly helpful, especially for leadership who preferred not to run reports manually. Is there anything comparable available in the web view dashboards? I’m aware of the option to schedule and send reports, but I’m specifically looking for a real-time dashboard experience similar to what was available before.

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @LaQuanda Princethe dashboards in webview are not live , and always have a delay ( which can vary by day). If they want realtime, reports when run are your only real time option.

  • LaQuanda Prince
    LaQuanda Prince
    Sixth Anniversary Name Dropper Participant Facilitator 1

    Thank you @Kevin Brazell.

  • Megan Smith
    Megan Smith
    Name Dropper First Anniversary Facilitator 1

    @Kevin Brazell Does dashboard WebView plan to be able to report in real time or will there's always be a delay? If there will always be a delay, is there a way to push a refresh on the data in dashboard? Thanks!

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Megan Smith
    right now it's seemingly always going to have some delay & unfortunately you can't control when data is updated. It's automated on back end. If you need real time data, reports are the way to go.

  • Megan Smith
    Megan Smith
    Name Dropper First Anniversary Facilitator 1

    @Kevin Brazell Thank you for the clarity!

  • Steve Robertson
    Steve Robertson
    Eighth Anniversary Name Dropper Facilitator 1 Blackbaud Certified

    Is there an option to have an income statement dashboard by project or department? Specifically, we would like to show budget vs. actual and an additional column for variance.

Categories