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Dashboard Customization

As a Wild apricot user, wouldn't you love to customize the dashboard to your own liking? Batchbook from batchblue.com does this very elegently. The user can select from a number of widgets to enable/disable. You can even rearrange widgets by dragging and dropping.

I strongly suggest looking into Batchbook dashbook design for Wild apricot.

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    WebbrightWebbright shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    10 comments

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      • Dmitry ButerinDmitry Buterin commented  ·   ·  Flag as inappropriate

        Gordon,

        I see your point but I would highly recommend creating a separate wishlist thread for this so it gets proper attention. Implementation-wise the dashboard screen and exportable customizable reports are very different - even though on high conceptual level they are about data. I would especially appreciate examples of reports you distribute.

      • GordonGordon commented  ·   ·  Flag as inappropriate

        Providing wider access to a dashboard would certainly help but falls short of what I'd like to see.

        The dashboard is basically a report but a report is a device for distributing information and if it cannot be distributed it fails in its function as a report.

        I'd love to see an "Export" button on every WA dashboard - including the membership , event reports, etc.

        The ability to suck these into Excel, customize them, pdf them and pass them around to my team would be huge. This would also mean that I could push this data to my board rather than having to plead with them to go to the website and collect the data (and interpret it) for themselves.

        My solution to this has been to write software that processed a members "Export All" database and produces my membership report. There should be an easier way to do this.

      • Mike RangerMike Ranger commented  ·   ·  Flag as inappropriate

        Dmitry - that would work just fine.

        Your described method would provide event and donation information as well; which I did not address. This would resolve our issue completely. Thanks!

        Our site is http://www.ranger.org

      • Dmitry ButerinDmitry Buterin commented  ·   ·  Flag as inappropriate

        Mike - thanks for a detailed comment.

        We have been thinking about this problem from a different angle. What if we create new limited admin role for board members which would provide them with read-only access to data? Then they can see the standard dashboard but not edit any records.

      • Mike RangerMike Ranger commented  ·   ·  Flag as inappropriate

        I am surprised that there have not been more entries for this particular topic. Those already posted provide some good points.

        We are fairly new to the Wild Apricot community and are very satisfied thus far. That said, we have Regional Directors (Board Members) that are responsible for member recruitment; monitoring member status; and maintaining communication with their respective area members.

        Currently, separate from the Members-Only access page (and sub-pages) I have set up a Leaders-Only area which is restricted to a group option (currently includes the Board Member Group and Board Appointee Group). The Leaders-Only area has a specific discussion forum and E-Board Meetings (set from a forum) and a draft documents page. This setup works very well for us; however, there is a major issue of which there is no work-around.

        Our member directory works for general use; however, for our Regional Directors and other key Board Members is does not – and can not – include relevant information needed for their needs.

        The existing dashboard for Membership Management has information they need to perform their functions. Specifically, the Membership Summary List/Chart shows a complete “picture” of membership status not available in the directory. They need to know the members in their regions that have not paid current dues; those that have lapsed; etc. But, in order for them to see that information I would have to “give” rights to all those individuals. For many reasons, I cannot and will not provide them those rights. This is what we need:

        New “access rights” selection called; say: Board Member Review (or something similar) New dashboard for Membership Review that would include the same information as the current Membership Management access dashboard without “Settings” and without account information and most active member information The Membership Listing/Summary would look and function the same. All search capabilities and clicking within the Member Listing/Summary would provide the same results. When an individual member is selected, the same “tabbed” information detail (Contact information, Membership Information, etc.) would be shown; but there would be no “Edit” ability (edit button(s) hidden) for any parts of the information. The new dashboard would also retain Email capability; but no export function (or have options for both).

        This is a quick overview of what I think is a missing dashboard component. I would think other organizations would have a similar need.

        I would be happy to provide more information. Thanks!

      • GordonGordon commented  ·   ·  Flag as inappropriate

        The one change in the dashboards that I'd like to see is the ability to export the data from the dashboard into a format that can be shared. I have to provide several reports to my board - the membership page dashboard would work fine but I have no way to capture it and distribute it.

        A report that cannot be shared is not really a report.

      • Kyle MitchellKyle Mitchell commented  ·   ·  Flag as inappropriate

        Ok...so I guess the "master transaction table" I just described is already in place as the Payments Report. Perhaps then it could just be added as a dashboard module.

        Gotta check these things before posting!

      • Kyle MitchellKyle Mitchell commented  ·   ·  Flag as inappropriate

        I think the areas you currently have are pretty good - Event Registrations, Donations, Memberships (New, Renewals, Lapsed) and Website Modifications. But if the "modules" were more customizable and more visually appealing that would be great.

        For example, everything looks the same now in terms of importance but in reality my Donations and New Memberships are most important whereas Website Modifications is less important and should be reflected as so.But in websites I think knowing both the last modified pages AND the most recently modified pages would be good.

        A new module would be a "master transaction table" that shows the number and dollar amounts for each type of transaction, probably year-to-date, last month and current month. Basically a customizable pivot table. I would use this for sure in Board Meetings, etc. to show how active we have been.

      • Dmitry ButerinDmitry Buterin commented  ·   ·  Flag as inappropriate

        Generally I agree with you. Though I think much more important question is - what kind of modules people would want on the dashboard.

        I would appreciate feedback from all readers.

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