Dashboards - Be able to create dashboards based on payment amounts - not requested or award

I created a bunch of dashboards when we got YourCause. unfortunately I can't use any of them for payments to date because the dashboard only allows requested amount to be pulled in OR award amount. We have lots of pledges so the award can appear to be much larger than what that current fiscal year really is.

  • Guest
  • Sep 8 2022
  • Reviewed: Voting Open
Grant Managers
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  • Guest commented
    April 26, 2023 13:44

    This shouldn't be marked as already exists. It doesn't. We have reviewed with our main contacts at yourcause and have a dashboard specialist who is trying to help gather ideas to implement. You can't use payment amounts for "application" data on the dashboard.

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  • Guest commented
    September 15, 2022 14:04

    Thanks but it doesn't always work - it depends on what you are tracking the payment amount with. Example is our focus is on education so we are trying to pull in payments amount with categories we add in review forms. it won't allow that. It only pulls in cash amount requested or awards with this. You can't pull in certain data on the payment dashboard unfortunately. Sorry, I should have been more clear on that.

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  • Admin
    Meg Radford commented
    September 14, 2022 22:17

    Thank you for your feedback. I believe that you can currently achieve what you describe with existing functionality, please respond here if the following help content is not sufficient.

    List of available dashboard templates (see Payments dashboard) - https://webfiles.blackbaud.com/files/support/helpfiles/grantsconnect/content/gc-dashboards-available-templates.html

    How to create a dashboard based on a template - https://webfiles.blackbaud.com/files/support/helpfiles/grantsconnect/content/gc-dashboards-create-from-templates.html


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