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Add reports to the home screen

Learn how to add reports to your Dashboard, adjust panel sizes, and manage Dashboard tabs for a personalised view in Access Charity CRM.

Written by Cristiana Ghinea

You can add reports to your dashboard for quick access and organise them to fit your needs.

Add reports to your dashboard

  1. In the Access Charity CRM tab, open the Home screen by clicking Access Charity CRM Live on the top bar above the Menu.

  2. Find the panel you want to add a report to.

  3. Right-click on the panel or select the Settings icon, then choose Add Report from the Dashboard Menu.

  4. At the Select Report form, locate the report you want to insert and click OK.

  5. Repeat the process to add reports to any empty panels as needed.

  6. To change the size of a dashboard panel, click and drag the vertical or horizontal lines.

Customise your dashboard tabs

  1. At the top of the Home Screen, find the Tab Settings menu.

  2. Click the drop-down arrow next to Tab Settings and select from these options:

    • Reset Layout: Returns your Dashboard layout to the original format.

    • Switch Layout: Reverses the position of reports between left and right panels.

    • Add Tab: Lets you insert extra tabs. The Main tab is set as the default.

    • Remove Tab: Deletes a selected tab and its contents.

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