Customize the GivingData Home Page – GivingData

“Administrator users” in this article refers to users with the Manage Home Page Settings permission enabled.

Administrator users can customize the default home page for all users in the site. Each user, including administrator users, can then further customize their own home page. These customizations allow for increased efficiency and visibility of information in the site. For example, a user can add a specific chart to their home page that they need to reference on a daily basis.

If you would like to turn off the ability for each user to customize their own home page, contact your Client Success Manager.

Options for an Administrator User

As an administrator user, click the multiple people icon to customize the default home page for all users.

When adding a widget to the default home page, the Lock this Field? box is available. If checked, users are not able to remove or edit the settings for the widget when customizing their own home page. lock this field checkbox

Customizations to the default home page do not override changes other users have made to their own home pages.

Click the single person icon to customize your own home page.

The Add and Edit Widgets section below contains details on making these customizations.

Options for a Non-Administrator User

As a non-administrator user, you can customize your home page as desired. The Add and Edit Widgets section contains details on making these customizations. add widget button

Add and Edit Widgets

Add a Widget

Click Add Widget.
Click the widget type.
Make any available configurations depending upon the widget type, and then click Save.
- For a Saved Super Search Chart, first select the chart to add, and then edit the chart options as desired.
- Details about the available configurations for the Assigned To Me widget are available in the box below.

Available widget types include:

Grants Over Time - Displays a chart for total awarded grants data over the last five fiscal years, not including the current fiscal year. Several chart configurations are available, including the ability to select the code type and level for grouping.
My Default Dashboard - Displays the summary for the user's default payments or approvals dashboard.
Assigned to Me - Displays the user's assigned requirements and/or tasks. Several display configurations are available, detailed in the box below.
Recently Viewed - Displays a list of the user's recently viewed organizations and requests. Click an organization or request in the list to navigate directly to the record.
Recently Run Super Searches - Displays a list of the user's recently run super searches. Click a search in the list to navigate directly to the super search list view.
Saved Super Search Chart - Displays a selected saved super search chart. Several chart configurations are available.

When adding the Assigned To Me widget, the following fields can be configured:

Overdue Timespan - Only requirements and tasks overdue by the number of days set in this field will appear in the widget. Requirements and tasks overdue by more than this number of days will not appear.
Upcoming Timespan - Only requirements and tasks due within the number of days set in this field will appear in the widget. Requirements and tasks due beyond this number of days will not appear.
Display - Choose whether your assigned requirements, tasks, or tasks and requirements will display in the widget.
Include Tasks I'm Following? - If checked, both tasks assigned to you and those that you are following will display in the widget. If unchecked, only tasks assigned to you will display.
Include Waiting? - If checked, tasks will display in the widget even if they are waiting on another task to be completed. If unchecked, only tasks that are not waiting on another task will display.

Edit Existing Widgets

Hover over an existing widget on your home page to view options.

Drag and drop the widget into the desired location on the home page.
Click the trash can icon to remove the widget, or the pencil icon to edit the widget configurations.
For a chart type widget, click the three dots icon to access view and download options.
For a chart type widget, click Open List View to navigate to the full list view for the chart.

Reset to Default

After making customizations to your home page, you can click the arrow icon to reset your home page to the current default set by an administrator user. This removes all customizations you have made.

Super Search Chart Widget Examples

Adding super search chart widgets to the home page can increase efficiency for daily tasks and monitoring. Below are several examples, along with the super search filters used to create the chart.

Payments Scheduled this Month - This chart shows the status of payments that have a scheduled date within the current month. This provides a sense of both how many payments are upcoming and which still have outstanding requirements, if the contingent status is used for payments.
- The super search filter used to create this chart view is displayed below.
Requests in an Upcoming Docket - This chart for a specific docket gives an at-a-glance view of how many requests are in each status. This is useful for awareness when moving towards an upcoming approval meeting.
- The super search filter used to create this chart view is displayed below.

Requirements Received and Ready for Review in the Next Month - This chart displays all incomplete requirements due in the next month with the intake form submitted by grantees. This allows a site administrator to track which program staff members have reports to review in the next month. The criteria could be adjusted to a specific staff member, allowing for an individual view of requirements to review.
- The super search filters used to create this chart view are displayed below.

Requests Up for Board Approval This Year - This chart displays the status of requests at a specific approval level. In this example, a board level of approval is used.
- The super search filters used to create this chart view are displayed below.