Questions tagged [dashboard]

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1answer
27 views

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 ...
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0answers
17 views

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 ...
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0answers
17 views

Converted to 5.33.2 but got dashboard crash - can't figure

I'm not having any luck with upgrading one install to 5.33.2! Last week it was orphans in a relationship table. This week the conversion ran OK but was unusable with dashboard crashes for some users ...
4
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1answer
38 views

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?
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0answers
13 views

Dashboard error

0 - @import url(/administrator/components/com_civicrm/civicrm/css/civicrm.css); @import url(/administrator/components/com_civicrm/civicrm/css/crm-i.css); @import url(/administrator/components/...
4
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1answer
40 views

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 ...
3
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1answer
37 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 ...
0
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2answers
40 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 ...
1
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1answer
95 views

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 ...
1
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1answer
29 views

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
1
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1answer
52 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 ...
0
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1answer
32 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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0answers
17 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
2
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2answers
44 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 ...
0
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2answers
36 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
29 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 ...
1
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1answer
26 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?
2
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0answers
22 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 ...
1
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1answer
52 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 ...
3
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2answers
75 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?
2
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2answers
42 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 ...
1
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0answers
44 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 ...
2
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2answers
198 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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3answers
79 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 ...
1
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1answer
42 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 ...
2
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0answers
86 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 ...
1
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0answers
17 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 ...
1
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0answers
41 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 ...
2
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0answers
62 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
17 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
221 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
1
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1answer
142 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 ...
3
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1answer
65 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'...
1
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1answer
249 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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2answers
233 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 ...
1
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0answers
65 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 ...
1
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1answer
210 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
votes
1answer
91 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 ...
1
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1answer
127 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
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0answers
32 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/...
1
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0answers
88 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 ...
1
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0answers
23 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
2
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1answer
50 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 ...
2
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0answers
60 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 ...
0
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0answers
36 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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2answers
964 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
83 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 ...
1
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1answer
126 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 ...
1
vote
1answer
40 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 ...