Dashboards and custom reporting
Dashboard administration
Custom dashboards are created from Dashboard > Dashboard Selection Menu > + Add Dashboard, and only the dashboard owner can edit a dashboard.
When you create a dashboard, you name it and set its access. The access options are Private Dashboard (on or off), Agency User, Account Admin, and Account User.
Each widget on the dashboard is configured individually, with metrics, grouping, sorting, limits, date properties, date ranges, chart types, and conditions. For the details, see how to customize a dashboard widget and how to edit a dashboard, or start with how to create a custom dashboard.
Build a report from start to finish
Custom reports are built under Reporting > Custom Reports. Numeric and monetary custom fields on contacts and opportunities can be used as report metrics, with Sum, Min, Max, or Average as the calculation. Reports can be downloaded as PDF and scheduled for delivery by email.
For the full walkthrough, see how to create, schedule, and export custom reports as PDF and how to use custom fields as report metrics.
Reporting across the system
Any field from the database can be used in filters and stacked to create highly customized segments and saved as Smart Lists with customized columns showing the desired data. Additionally, system attributes such as event registrations/check-ins, portal access, past workflows, etc. can be utlized as filters.
Our built-in AI Studio, which is available at our mid-tier and higher subscription levels, allows for custom blending of data to create custom reports.
Reuse, sharing and training
Custom reports can be saved, modified, downloaded as PDF, and either sent immediately or scheduled by email, including to recipients who do not have a JourneyCARE login.
PDF exports and emailed table widgets show only the first 100 records and do not provide drill-downs. Company Smart Lists can be shared with other users using Can view or Can edit permissions, as described in the Smart Lists article; scheduled PDF email delivery is covered in create, schedule, and export custom reports as PDF.
No assistance from the JourneyCARE team is needed to build custom dashboards or to utilize AI Studio to create reports. Support is available through our standard channels.