Suggested Widgets to Add

Here are some example widgets you could add to your REACH Admin Dashboard. These widgets are not included by default, but return useful data that could benefit your organization.

For more information about using Widgets, see our Dashboard Overview article.

To add a new widget:

  • Scroll to the bottom of your Admin Dashboard
  • Click on + Add Widget
  • The New tab is where you can create and add new widgets to your own dashboard
  • The Shared tab is where you can review and add widgets created and shared with you by other admins in your organization
  • Once completed, click on + Add Widget
  • The newly added widget will then be shown at the bottom of your Admin Dashboard.
  • Note: You can drag and drop the widget to your preferred location on the dashboard.

Each example widget shown below includes a screenshot of how the widget will appear on your dashboard and the parameters to enter when adding the widget. A video is provided for the first example widget to assist you in creating the widget.

Donations by Referral Type Month-to-Date

This widget will display the total month-to-date donations for your Projects, Places, Campaigns and Sponsorships compared to the previous month.

Note: This data is also included in your weekly summary email.

Parameters to Use:

  • Name (Suggested):  Donations by Channel MTD
  • Type of Chart: Bar
  • Include a Table of Results?: Yes
  • Width on Dashboard (Suggested): Half Width
  • Type of Record: Donations
  • Group Sponsorship Donations by Type?: Yes
  • Chart By: Referral Type
  • Purpose: Project, Place, Campaign, Sponsorship 
  • Project Item: empty
  • Place Item: empty
  • Campaign Item: empty
  • Sponsorship Type: no selection
  • Sponsorship Item: empty
  • Count of Total: Total
  • Date Range for Widget: MTD
  • Compare to Previous Periods?: Yes
  • Comparison Type: Previous Period
  • Share with Other Admins (Suggested): Yes

Donations Month-to-Date

This widget will bar graph and list the amount of donations for each day of the month (month to date) and will compare donations to the same date the previous year.

Parameters to Use:

  • Name (Suggested):  Monthly Donation MTD
  • Type of Chart: Bar
  • Include a Table of Results?: Yes
  • Width on Dashboard (Suggested): Half Width
  • Type of Record: Donations
  • Group Sponsorship Donations by Type?: Yes
  • Chart By: Date
  • Group Sponsorship Donations by Type: Yes
  • Purpose: empty
  • Count of Total: Total
  • Date Range for Widget: MTD
  • Compare to Previous Periods?: Yes
  • Comparison Type: Year of Year
  • Share with Other Admins (Suggested): Yes

Donations over the last 30 Days

This widget will list the total amount of donations per day for 30 days and will compare donations from the previous 30 days.

Parameters to Use:

  • Name (Suggested):  30 Day Donations
  • Type of Chart: Line
  • Include a Table of Results?: No
  • Width on Dashboard (Suggested): Half Width
  • Type of Record: Donations
  • Group Sponsorship Donations by Type?: Yes
  • Chart By: Date
  • Group Sponsorship Donations by Type: Yes
  • Purpose: empty
  • Count of Total: Total
  • Date Range for Widget: Past 30 Days
  • Compare to Previous Periods?: Yes
  • Comparison Type: Previous Period
  • Share with Other Admins (Suggested): Yes

Donations by Project Month-to-Date

This widget will display the total month-to-date donations for any of your Projects included compared to the previous month.

Parameters to Use:

  • Name (Suggested):  Donations by Project MTD
  • Type of Chart: Bar
  • Include a Table of Results?: Yes
  • Width on Dashboard (Suggested): Half Width
  • Type of Record: Donations
  • Group Sponsorship Donations by Type?: Yes
  • Chart By: Referral
  • Purpose: Project
  • Project Item: Choose any Projects you wish to include
  • Count of Total: Total
  • Date Range for Widget: MTD
  • Compare to Previous Periods?: Yes
  • Comparison Type: Previous Period
  • Share with Other Admins (Suggested): Yes

Number of Sponsorships by Sponsorship Type

This widget will display the number of sponsorships in your REACH account by sponsorship type in table format.

Parameters to Use:

  • Name (Suggested):  Sponsorships by Sponsorship Type
  • Type of Chart: Table
  • Width on Dashboard (Suggested): Half Width
  • Type of Record: Sponsorships 
  • Chart By: Sponsorship Type
  • Date Range for Widget: All
  • Share with Other Admins (Suggested): Yes

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