Questions tagged [dashboard]
The dashboard tag has no usage guidance.
118
questions
0
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1
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18
views
Conditional Allow Contacts to create or add a new case
CiviCRM Noob here...
I have the requirement to allow for contacts/individuals to file a request for benefit.
I have a case and timeline created. My question is how does the contact initiate the case ...
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9
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dashlets drag and drop broke. no columns to drag
Good morning,
I'm new to Civicrm and I'm hooked! I was configuring the reports and dashlets for the Civicrm dashboard. At first everything was fine, but I decided to remove all the dashlets I already ...
1
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0
answers
44
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dashboard and dashlets drag and drop broken. can drop any dashlet in dashboard
Good morning,
I'm new to Civicrm and I'm hooked! I was configuring the reports and dashlets for the Civicrm dashboard.
At first everything was fine, but I decided to remove all the dashlets I already ...
0
votes
1
answer
57
views
civicrm 5.54.0 status page and menus not loading after upgrade
After upgrading my CIVICRM is not working anymore. Menu's are not available and Dashlets are empty. There seems to be an AngularJS issue. The file https://www.instituutvlaamsevolkskunst.be/sites/...
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1
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2
answers
46
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How to configure dashboard for new users
We have a number of new contacts (about 40) who will be having a signon to Civi and for whom we want their dashboard to show a certain report- and not the 2 default items that a new user currently ...
- 4,525
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1
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139
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Error: [ng:btstrpd] App already bootstrapped with this element '<crm-angular-js modules="crmDashboard">'
Getting this Error: [ng:btstrpd] App already bootstrapped with this element '<crm-angular-js modules="crmDashboard">' on Dashboard with the only "CiviCRM News" ...
- 1,555
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1
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41
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Contact Dashboard in Wordpress
Does anyone know if this information on Configuring Front-end Contact Dashboard in Joomla Sites is possible in Wordpress? If so, where can I find the corresponding information?
CiviCRM includes the ...
- 81
1
vote
2
answers
122
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Make CiviCRM dashboard full-width
This used to be achieved with the code linked but since the dashboard code was heavily revised in Civi 5.33+? the old code doesn't work. Ref: https://forum.civicrm.org/index.php%3Ftopic=24355.0.html
...
- 3,169
1
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1
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39
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How do I eliminate the "civi Dashboard" tab
So far, I've used civiCRM to build my database. I'm about to go public on registration for an event and I don't want registrants to see the "civi Dashboard" tab.
I have my civiCRM on Drupal ...
- 121
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29
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How does CiviCRM work out the numbers it reports in the 'Renew' columns on the Membership Dashboard?
I've just been responding to a client's query about why the numbers in the membership dashboard (/civicrm/member?reset=1) don't tally up.
I assume, although it's not clear, that the data displayed in ...
- 3,813
4
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1
answer
56
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Getting a two-column dashboard in CiviCRM 5.33+
After the recent rewrite of the CiviCRM dashboard, many of the sites I work with have only a single column where previously they had two columns. How does one restore the two-column behavior?
- 37.9k
4
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1
answer
54
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Can't add dashlets on dashboard
on Drupal 7.67 + CiviCRM 5.32.2 I do can see the dashlets but I lost ability to add and suppress them, so I guess Ajax doesn't work any more. It stopped working with the upgrade to 5.32.2 before it ...
- 2,459
3
votes
1
answer
70
views
How to create a recent new contacts report?
I'm trying to create a report of recent new contacts, ideally to make it available to our team as a dashboard widget.
I've managed to get a report with the results I want using the Contact Logging ...
- 713
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2
answers
60
views
CiviCRM Dasboard Disappeared
Since updating to WordPress 5.5, my CiviCRM dashboard is gone and the "Configure Dashboard" link does nothing. Also, all of my menu bars are gone. My data still seems to be there, but the ...
- 43
1
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1
answer
106
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Contribution pages fail after WP upgrade to 5.5
Our previously smooth running membership sign-up process failed leaving me scratching my head after a WP upgrade to 5.5.
I had made some changes to the form at the same time and was blaming myself for ...
- 45
1
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1
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32
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Installing CivicRM
I have installed CivicRM in Wordpress but there is no menu or dashboard. All I see is the attached. What have I done wrong?
Thanks
Paula
- 11
1
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1
answer
83
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CiviCase dashboard shows cases for invisible contacts
iam using CiviCRM 5.25 and Drupal 7.71. I have a bunch of acls running to limit the access to contacts, so with using CiviCase it controls the limited access for case managers to contacts, or more ...
- 48
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54
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How do I hide or re-size the Event Calendar in a CiviCRM Dashboard?
I'm using CiviCRM 5.25 and Drupal 7.
I've created two Views in Drupal and added them as Dashlets to my CiviCRM Dashboard.
After adding those, I now see an Event Calendar at the bottom of my ...
- 2,729
1
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27
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Customizing the display of Recent Contributions on Contribution > Dashboard
I would like to be able to display a contributors assigned/chosen Campaign on the Recent Contributions dashboard:
Any way to customize these dashboards?
Thanks,
E
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2
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48
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Editor Log-In Through WordPress
Rookie here. Installed CiviCRM WordPress plug-in, and it works great. We've given permissions to several people for entering contact data, events, etc., however, I would prefer they not go in through ...
- 43
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2
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49
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Dashlet memo pad
I'm sharing the administration of CiviCRM with 2 other people. I would like the capability to leave notes and reminders for the other admins on their dashboard. Does anyone know of an extension that ...
- 69
3
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1
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39
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CurrentUser function in Reports?
I'm wondering if it is possible for the "Assignee Name" field in a report to have a Current User function. My goal is to create 1 report for the CiviCRM Dashboard where users can see all the ...
- 423
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54
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How can we view past civievents in the events summary dashboard on civi? we can only see current and future ones
We want to see past events in our civi events dashboard. How can we do this?
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0
answers
37
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How to add a custom field to the civicontribute dashboard?
I've researched a bit on how to create a custom field and believe I understand the process (from this post), but I would now like to add the content of this field to the CiviContribute dashboard.
...
- 61
2
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1
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17
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Why do I get `(Object) CRM_Contact_Page_DashBoard` at ~/dashboard?
I'm running Civi 5.19.alpha1 locally, installed using buildkit with drupal-clean on my laptop running Ubuntu 19.04.
So I just manually installed or updated a bunch of Drupal modules (I started off ...
- 2,729
1
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1
answer
68
views
Edit birth date
I have setup a webform to register people to an event, which we need to collect DOB. I have included the Birth Date field in the CiviCRM webform.
One person can register multiple people. If they do ...
- 353
3
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2
answers
86
views
Keyboard shortcut to access contact Quick Search?
Is there a way to activate the contact Quick Search form field at the top of each page, with a keyboard shortcut rather than moving the mouse cursor?
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2
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48
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Replacing the Contact Dashboard with Views
Has anyone started a project of creating views to replace the contact Dashboard that would show:
Recurring Contributions
Memberships
Donations
Event Attendance
etc.
I am considering starting this ...
- 1,765
1
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0
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47
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Membership dashboard issue caused using webform for membership signup
I am having an issue with the member dashboard when users signup for their membership via a webform. I roughly followed this to setup the webform/Drupal signup process. The membership is assigned to ...
- 353
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2
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348
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How to create a custom dashlets?
I want to create a custom dashlet but I don't know how to do that.Please guide me to build a new dashlet. Any github reference or any source.
Thanks in advance.
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3
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102
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How to create a non report based dashlet
Expanding on this question here: dashlet creation
If I wanted to create my own dashlet with somewhat static content I'm wondering how that is accomplished, I have a loose idea below but not sure if ...
- 2,446
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1
answer
46
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Relationships and Dashboard are broken with https
I recently tried forcing https in the htaccess file and noticed that the relationships in the main contact screen disappeared. They show up if I access them through a listing on the dashboard, but if ...
- 11
2
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92
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Fatal Civi Error: "Invalid cache key: Not a string" error in Wordpress
I'm using Wordpress 4.9.9 and CiviCRM 5.4.1. Earlier today I updated several plugins, everything works fine except Civi.
** UPDATE: With civi activated, I get a blank page any time I try to edit a ...
- 363
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24
views
Soft contributions in user dashboard
qq re soft credits: on a supporter's dashboard, he/she sees the full contribution amount instead of just the soft credit assigned to them (e.g. if a company sends us a check for $1,000 for donations ...
- 786
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44
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Cannot access Civi dashboard
Earlier I updated several Wordpress plugins. One of those updates broke my access to Wordpress admin. So, I restored the backup I made prior to updating the plugins. After the restore I still cannot ...
- 363
2
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0
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69
views
Some reports not showing in dashboard
As of version 5.6.0, some of our reports are no longer showing up in people's dashboards as a dashlet option. The reports have "Available for Dashboard" set and permissions seem right, I even set ...
- 753
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1
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24
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Incorrect Month To Date in member dashboard
Member Dashboard shows following headings
October – (Last Month) March (MTD) 2018 (YTD)
Obviously the month to date heading should be "November" rather than "March".
Where is civicrm getting its ...
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2
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2
answers
311
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How to allow logged in user to view their own civicrm contact dashboard in wordpress?
I want to allow logged in user to edit own contact details(own) from contact dashboard and edit custom fields(own)
WordPress Version 4.9.8
CiviCRM Version 5.5.1
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233
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The CiviCRM public extensions directory at https://civicrm.org/extdir/ver=5.4.1|cms=WordPress could not be contacted
I'm getting this error pretty regularly lately, specifically after upgrading from 5.4.0 to 5.4.1:
The CiviCRM public extensions directory at https://civicrm.org/extdir/ver=5.4.1|cms=WordPress could ...
- 525
3
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1
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70
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Amending relationship types has broken civi case
I was updating a site adding new relationships for cases, and relabelling old relationships to make more sense in case context.
What I've since found is that the updates to the relationship table don'...
- 2,011
1
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1
answer
266
views
Why is my Menu and dashboards not working on clean installation on Wordpress?
I have installed Civicrm 5.4 on a new Wordpress installation, I ran through the setup with one issue of a dashboard contact ID and have gone through the Configuration Checklist, but after that my ...
1
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2
answers
326
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Display CIVICRM Contact Dasboard
Drupal 7.59
Civi 4.7.27
In Blocks there is a default CiviCRM Contact Dashboard. #block-civicrm-3 I have assigned it to Content. It displays for Admin but not for any other roles. I want it to display ...
- 2,378
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76
views
Possible bug re: participant counts?
Using CiviCRM 5.0 I can see an overview of my event participants using the Events Dashboard https://your.domain/civicrm/event?reset=1
Some of the numbers displayed here are however incorrect, in ...
- 3,813
1
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1
answer
225
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Error on Member Dashboard after upgrading to PHP 7.0
After Upgrading to PHP 7.0 - I keep getting the following error on the Member Dashboard. Do you know what causes this? This happened to be before - I changed the resource URLs to Absolute and that ...
- 3,181
2
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1
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104
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dashlet creation
I have been asked if it is possible to create a 'team info' dashlet that can be used for getting info to everyone in the team when they log on to CiviCRM at the start of each working day. Any ideas as ...
- 71
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1
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128
views
CiviContribute Dashboard Chart Layout does not display
CiviContribute dashboard does not show chart_layout. Tested on Civi Demo as well as several installations. is there a configuration requirement?
See image
- 1,149
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40
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Configuring Front-end Contact Dashboard in Joomla Sites
After the configuration steps at https://docs.civicrm.org/sysadmin/en/latest/integration/joomla/dashboard/ I get the following error and can't resolve the issue.
url(/administrator/components/...
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119
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CiviCRM won't load at all, shows "DB error: unknown error"
CiviCRM suddenly stopped loading. I am running CiviCRM version 4.5.5 on Drupal version 7.4.4.
As far as I know, no changes were made to CiviCRM or Drupal, but obviously something happened. The ...
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24
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Adding 'Dataviz' to dashboard when deleted by mistake
I mistakenly clicked on the x and removed a dataviz! How do I get it back as it is no longer showing as available to be added to the Dashboard?
Thanks
Ed
- 11
2
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1
answer
60
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CiviCRM Home Dashlets - making them wider, possibly span over right and left column
I have a dashlet report that has a good number of columns. Right now I can only place it in either the left or right dashboard column. That cuts of the report view and I have to expand it every time I ...
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