title: “Create a custom dashboard” description: “Combine attendance, donations and groups widgets in a single view for the leadership team.” audience: [“org_admin”,“staff”] modules: [“reportes”] estimated_minutes: 6 last_reviewed: “2026-05-03”
Create a custom dashboard
For: Org adminStaff
Last reviewed:
Each dashboard can hold up to 12 widgets. Data refreshes every 15 minutes in real time.
TL;DR
Reports → Dashboards → New, add widgets from the catalog.
Steps
1. Reports → Dashboards → New dashboard. 2. Set name and description. 3. Add widget: pick from categories (attendance, finance, groups, kids). 4. Configure each widget (range, comparison, format). 5. Reorder with drag & drop. 6. Save. Share with specific roles from … → Share.
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