Questions tagged [dashboard]

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31 views

Struggling with setting up CiviCRM Multisite (WordPress)

I'm struggling trying to set up WP Multisite with Civi Multisite. Both are at most current versions. My TLD (top level, main domain) lpnevada.org works just fine. I am trying to set up county web ...
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1answer
25 views

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 ...
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1answer
20 views

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 ...
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14 views

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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2answers
34 views

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 ...
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1answer
25 views

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 ...
3
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1answer
27 views

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 ...
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1answer
15 views

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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0answers
12 views

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. ...
2
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1answer
16 views

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 ...
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1answer
39 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 ...
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2answers
66 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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2answers
39 views

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 ...
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39 views

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 ...
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2answers
120 views

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.
4
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2answers
60 views

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 ...
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1answer
37 views

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 ...
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0answers
82 views

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 ...
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0answers
16 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 ...
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0answers
37 views

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 ...
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0answers
56 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 ...
2
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1answer
16 views

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 ...
2
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2answers
172 views

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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1answer
61 views

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 ...
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1answer
63 views

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'...
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1answer
226 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 ...
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2answers
173 views

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 ...
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0answers
57 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 ...
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1answer
206 views

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 ...
2
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1answer
88 views

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 ...
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1answer
124 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
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0answers
31 views

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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0answers
64 views

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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0answers
22 views

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
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1answer
48 views

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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0answers
51 views

What permission allows removing dashlets from “Configure Your Dashboard”?

As an admistrator, if I hover over a draggable dashlet title in the "Configure My Dashboard" view, I get a little cross that I can click and I can remove the dashlet from everybody's dashboard. I ...
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32 views

Activities not showing in Home Screen

When I click on CiviCRM to go to the home screen, there is a dashlet there for Activies. It always shows none. If I go to search activities, I see all kinds of them - why is this not updating?
3
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1answer
758 views

After installation Civi menu and dashbord do not show (SOLVED)

after a successful installation of CiviCRM 4.7.19 on WordPress 4.7.4 – the installer said everything was fine –, the menu and dashboard of CiviCRM does not show. I know, this issue has been ...
2
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1answer
74 views

Has the Dashboard Cache Timeout setting been moved?

I can't seem to find the Dashboard Cache Timeout setting, which according to my experience and documentation can be adjusted by visiting Administer > System Settings > Misc and editing Dashboard ...
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1answer
104 views

How do I display the Contact ID on User Dashboard?

MAYYYBE I am over complicating this, but I have searched and searched and only found this answered for Drupal. We are on Wordpress and would like for members to provide me with a searchable unique ...
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1answer
38 views

first click to reach CiviCRM dashboard results in long delay and error message

I am managing a Drupal site and when I first log in and click CiviCRM menu link, there is a long delay followed by this message: Service Temporarily Unavailable The server is temporarily unable ...
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1answer
83 views

Security Vulnerability in Dashboard CiviCRM 4.6 for Drupal 7

I am currently testing the dashboard feature before enabling it on a production site. There seems to be a vulnerability in the Dashboard where a contact who only has "View my contact" permission and ...
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2answers
38 views

How can I resolve Civi Dashboard Javascript error: widget.name is null?

I've just upgraded a Civi 4.6.18 install to 4.7.15. All has gone fairly smoothly, apart from the fact that the CiviCRM front page/dashboard is broken. My Firebug console reports: "TypeError: widget....
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1answer
46 views

CiviCRM Dashboard not working (as reported by Karl Rudnick)

I am waiting for the answer to Karl Rudnick's question. In my case I was on a clean new install of 4.7.12 and ran an automated upgrade of the "volunteer" extension. The dashboard then shows the same ...
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3answers
131 views

CiviCRM Dashboard not working on local Win 10 install; live server okay

I recently made a mirror on my laptop running XAMPP. Wordpress 4.6.1 + CiviCRM 4.7.14. Everything works fine on the front-facing site and everything seems to work fine in the back-end, except the ...
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1answer
26 views

Real-time dashlet of contacts without certain activity

I would like to create a dashlet listing contacts who do not have a certain type of activity scheduled. I've tried a comnbination of smart groups and include/exclude search, which works but does not ...
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0answers
121 views

Error Undefined index: dashboard_id.name when loading Dashboard

Users reported to me today that the dashboard wasn't displaying on our Drupal 7 CiviCRM installation. Not sure how long this has been going on as we're all volunteers in a small charity so it's not ...
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0answers
41 views

Dashlets do not render on 4.6.12, php 5.5.38 (Drupal 7)

Dashlets do not render. I know similar questions have been asked before, so I'll try to be as specific as possible in this one. Not sure what sensible next steps would be to debug this. The ...
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1answer
52 views

Webfaction hosting, behind a proxy - broken dashlet

Webfaction hosted servers are behind firewalls/proxies. Unlike standing up apache (i.e., socket:xxxx on localhost), their wordpress installation appears to simply be the wordpress code. Therefore, ...
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1answer
43 views

My Configure Your Dashboard stopped working after update

After updating civicrm from version 4.7.10 to 4.7.11, the configure fucton does not work any more. There are no buttons any more in the configuration dahsboard: and drag and drop does not work ...