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Membership Overview and Dashboard

Create and manage your membership overview dashboard so you can see exactly what your members are doing in your club.

In this article

What is the membership overview dashboard?

Adding widgets to the dashboard

Editing settings of a widget

Reordering widgets on the dashboard

Deleting widgets from the dashboard

WHAT IS THE MEMBERSHIP OVERVIEW DASHBOARD?

The Membership Overview and Dashboard is designed to give you an insight into the activity in your Membership Module. 

You can customise the information displayed on this page to suit your requirements by adding and editing widgets. 

To get to the Membership Overview page, you need to be logged in as an admin, then select Membership from the top menu bar. This will open the Membership Overview which will look similar to the below image.

ADDING WIDGETS TO THE DASHBOARD

  • You can customise what information is displayed on your Dashboard by adding widgets to the Dashboard.
  • To add a widget, click the  icon at the top of the Membership Overview page.
  • Select the widget you wish to add to the Dashboard from the list, and click on "+Add Widget" 

EDITING WIDGETS

  • To resize or edit the settings of a widget, click the cog icon on the top right of the widget. 
  • Select if you would like the widget to display small, medium, or large. 
  • Some widgets will have more options to customise the graph or information displayed. Complete each preference.
  • Click Save when you have completed your edit. 

REORDERING WIDGETS

  • To move and reorder widgets on your dashboard display, click and hold your left mouse button on the report heading, and drag and drop the widget to the desired location. 

DELETING WIDGETS

  • To delete a widget from the dashboard, click the X icon in the top right corner of the widget. 

Watch the Membership Tutorial Video