The dashboard in Access Charity CRM gives you a quick view of your reports.
Add reports to your dashboard
Click Quick Access, then click Dashboard.
Right-click the panel where you want to add a report or click the Settings button.
Select Add Report from the dashboard menu.
At the Select Report form, choose the report you want to add, then click OK.
The report will appear in your dashboard.
Add reports to any remaining empty panels as needed.
Adjust panel sizes
To customise the layout, click and drag the vertical and horizontal lines between panels. This lets you resize each panel for better visibility.