Admin Dashboard Overview

by C.W. Holeman III

The Admin Dashboard is the default landing page for admins entering the Admin Tool. It can be populated/customized with an assortment of widgets.

For details on each Widget, see the Admin Dashboard Widgets Compendium.

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Aggregate by Profile Field

Please see Advanced Filtering Options on Admin Dashboard Widgets


The Details view allows Admins to sort by the different user statuses, as well as alphabetically by User first names.

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Admins are able to have more than one of the same kind of widget on their dashboard. Under the 3-dot icon on the upper right side is the option to Duplicate the widget. 

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By selecting this option, an exact copy of the widget in its current state will appear on the user’s dashboard, but the clone can be customized with different data configurations to the user’s liking. There is no limit to the number of widgets a user can add to their dashboard.

Customize The Widget

The title of the widget is editable and configurations that are made to a widget persist for the user. If a user wants to create widgets for several different profile field values, they can add multiple widgets with different data configurations and name them all differently. Change the name of the widget to reflect the data you're looking at; duplicate the widget to add another version to your dashboard. 

Download Options

The charts and graphics displayed in the widget can now be downloaded in multiple formats, making it easy to embed into presentations or be distributed to your team. 

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Select the hamburger menu located above the graph and see the available download options:

  1. View in Full Screen
  2. Print Chart
  3. Download PNG Image
  4. Download JPEG Image
  5. Download PDF Document
  6. Download SVP vector image
  7. Download CSV
  8. Downlaod XLS


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