How to Create a Dashlet in PowerBase

To create a dashlet, here are the steps:

  • Click Reports > Create Reports from Templates
  • Select the report that you want to see.
  • Choose the criteria you want to look at in your dashlet (this can be a tricky part, so reach out if you need help here).
  • Click Preview Report.
  • Once there, click Create Report.
  • At the bottom of the Create Report section, there's a checkbox that says "Available for Dashboard?"
  • Click it, and users with permission to see that information (i.e. if it's about events, users who have permissions to see event-related stuff) will be able to add that dashlet.
  • Read more about dashboards and dashlets in the CiviCRM online documentation.

PowerBase - General