DashboardsDriving Information to Staff and Members

PRESENTERChristine Smith

Association Technology Solutions, LLC

What is a Dashboard?

Lab 1 – Executive Dashboard

*Content Collection Organizer*Add Navigation

Lab 2 – Customer Service Dashboard

*Content HTML*IQA & Progress Tracker*IQA with Hyperlink*Recently Viewed

Lab 3 – Simple Staff Dashboard (website)

*Copying iPARTS*Navigation Access Security

Lab 4 – Board of Directors Dashboard

*Create SSRS report*IQA Pie Chart*Content Block

**Bonus Lab** Add iPART to “most used” list

*saving you time!

Staff Login(SYSADMIN) Brian Murphy

Username: brianmPassword: demo123

Staff Login(Staff) Ms. Carly Kowalski

Username: carlykPassword: demo123

Staff Login(Staff) Jennifer Adams

Username: jadamsPassword: demo123

Member Login(Board Member) Alex Morgan

Username: alexmPassword: demo123

Member Login (Regular Member) Teresa Spain

Username: teresasPassword: demo123

Logins

Lab 1: Executive Dashboard

Put the Dashboards from each module on one page in a tabbed format.

1

Lab 1 Steps

Log into the Staff Site as Brian

Murphy

Create a newWebsite Content

page

Add the Content Collection Organizer

Add Top Navigation Item

for Access

1

Log into the Staff Site

Login as Brian Murphy our IT Director using Chrome

Username: brianmPassword: demo123

1

Docs.iM

IS.C

OM

1Core Content vs. Shared Content

Create a Page1

New Executive Page1

Add Content

Content Collection Organizer1

The Content Collection Organizer content item enables users to create a collection of pages and

assign names to the tabs or headers for each page.

In the simplest example, those pages are displayed, the user can access tabs in any order

desired, and information is saved independently on each page.

Create Membership Tab (Contacts Dashboard)1

Title: Executive Dashboard

Tab name: Membership

Content to display: Core Content/Staff Dashboards/Contact Dashboard

Add more!

Events

Add Event, Commerce & Fundraising Tabs1

Create Navigation1

Navigation Configuration1

Title: Executive Dashboard

Content or URL to Link to: Shared Content/Executive

Select an image1

Everest Desktop/images/groups.png

Save & Publish1

TADA– Executive Dashboard

Refresh Screen

1

Lab 1 Completed!

Lab 2 – Customer Service Dashboard2

Lab 2 Steps

Create Tickler IQA

Create Progress Tracker IQA

CreateCustomer Service Page• Create Message• Add Tickler IQA• Add Progress Tracker• Add Recently Viewed

2

Tickler IQA2

Tickler IQA - SummaryAdvanced mode

Name: Tickler

2

Tickler IQA - Sources

Use Quick FindCSContactCSActivity

sources

Add Source

2

Tickler IQA - Filter

filters

2

Tickler IQA - Display

display

View all columns

~/Party.aspx&ID=[ID]

2

Tickler IQA - Sorting

sorting

Don’t forget the PLUS sign!

2

Tickler IQA - Run

Run

2

Save & Close

Click Find

Progress Tracker IQA2

Progress Tracker IQA - Summary2

Progress Tracker – Calls Made this Month

Progress Tracker IQA - Sources2

Use Quick FindCSActivity

sources

Add Source

Progress Tracker IQA - Filters2

filters

Progress Tracker IQA - Display2

display

Uncheck all fields except Id then click Refresh

Go to the VERY bottom of screen

Progress Tracker IQA - Display2

KEY IngredientsCount, Sum_Total,

Goal_Amount, Cast(# as int)

Progress Tracker IQA - Run

Run

2

Save & Close

Create Customer Service Page2

Configure Customer Service Page2

Title: Customer ServiceLayout: TwoColumns3366

Add Content to Left Column

Progress Tracker2

2

Monthly Call Progress

ProgressTracker_Dashboard CalloutPart2

Select Progress Tracker IQA

2

Recently Viewed

Add Content to Left Column

2

Recent History

2Recent History

Recently Viewed

5

2

Add a message

Add Content to Right Column

Restore/Minimize

2

Add a message

Content Html

2

If picture is wrong size - click on picture and the layout will come out on the bottom of screen – select a different width and height.

2

Follow Up Call IQA

Add Content to Right Column

2

Add IQA

2

Follow Up Calls

2

Save & Publish

Customer Service Page

Create Navigation2

Navigation Configuration2

Title: Customer Service

Content or URL to Link to: Shared Customer Service

Select an image2

Everest Desktop/images/groups.png

Save & Publish

Publish

2

Tada! Customer Service Dashboard

Refresh Screen

2

Lab 2 Completed!

Lab 3 – Simple Staff Dashboard (website)3

For Staff members who don’t have an iMIS User License.

Lab 3 Steps

Create WebStaffPage Add IQA Copy iPART from

Events Dashboard

3

Create Page3

Configure WebStaff Page3

Title: WebStaffLayout: TwoColumns3366

Add Content to Right Column

3

Add IQA

3

Just select.Christine/*FINDPeople

3

Save & Publish

3

Copy Event Dashboard iPART

Core Content

Staff Dashboards

3

Copy Event Dashboard iPART

3

Publish WebStaff Page

Publish

Create Navigation3

Navigation Configuration3

Navigation Link Text: WebStaff

Content or URL to Link to: Shared Content/WebStaff

3

Uncheck Everyone

Check Staff – FULL CONTROL

Save & Publish

Specific Member Types

Go to Member Website3

Sign in as Carlystaff member

Carlyk/demo123

Sign in as Alex not a staff memberAlexm/demo123

Lab 3 Completed!

Lab 4 - Board of Directors Dashboard4

Lab 4 Steps

Create SSRS Report

from IQA

Review Dues & Events

IQA

Create Board Page

Add iPARTS

Put on Website

with Security

4

Create SSRS Report from IQA4

RiSE• Intelligent Query Architect

• .Christine Folder• Members only directory

Create SSRS Report from IQA4

Report

Save Report Definition to iMIS

Create SSRS Report from IQA4

Don’t need to name it – will default to IQA name with Report following it.

Save it to .Christine folder

Discuss Dues/Event IQA4

Create Page4

Create Board Page

Title: BoardLayout: TwoColumns5050

Add Content to Right Column

4

SSRS Report4

SSRS Report4

Dues & Event Revenue Chart4

Add Content to Left Column

Dues & Event Revenue Chart4

Dues & Event Revenue Chart4

Comment Section4

Add Content to Left Column

Comment Section4

4

Save & Publish

Create Navigation4

4

Navigation Link Text: Board

Content or URL to Link to: Shared Content/Board

4

Save & Publish

Go to Member Website4

Sign in as TeresaNOT a Board Member

Teresas/demo123

Sign in as Alex –Board Member

Alexm/demo123

Lab 4 Completed!

**Bonus Lab** Add iPART to “most used” list

*saving you time!

RiSE

• Document System• ContentManagement• Default System• Content Types

Copy iPART

• Document Manager• ContentManagement• Default System• Content Types• Utility• Pick an iPART (Organize – COPY• THEN go back to ContentTypes

(Organize – PASTE)

TaDa

Go to Utility directoryClick on Query Menu

Click on OrganizeCOPY

Thank you!

Christine Smith|571-277-6733Director of Business Solutionscsmith@atsol.org

6:30-9:30 at the Crystal City Sports Pub