How do you use dashboards?

Hi Kjersten, please find my answers below:

• Who has access? – IT has full access, and end users can only create new dashboards & update their own dashboards
• Who does setup (e.g. do you give access to assistants to set them up for executives, does everyone set up their own, or does all of that stay within IT)? – Initial setup (when new widgets gets released) and system table updates are always done by IT, IT also creates new widgets; end users only create new dashboard and update their own dashboard; executive setup is done by relevant department power users or by IT,  it depends on the setup complexity
• Do you find most users access Dashboards within Tessitura or from a browser? – Regular users from within Tessitura when on the local network and from browser when they access dashboards from internet; Executives always (whether they are on the local network or internet) access dashboards from browsers, it’s easier for them in that way
• Which widgets are most useful and why? –Contributions, Membership, Packages and Tickets related widgets because they show the health of the company’s bottom lines
• Have you created any custom widgets that are AMAZING? We have created a few, not sure if their amazing J Most are SSRS report based widgets and I am not very excited about them
• Have you found actionable uses for Dashboards are they used more as an overall 'temperature' check? Mostly as an overall ‘temperature’ check, and few are to replace regular SSRS reports  - these are mostly for executives who find it easier to check a widget than digging into Tessitura to find the appropriate report

Hope this helps.

Best,

Mo

Ok, last post of mine for the day.  :)  As you can probably tell, we've hit the implementation phase where people are getting a good understanding of what the software does and are now starting to ask fabulous questions around how to make it work best for AMNH.

I would love to hear how you're using Dashboards in your organization.  

• Who has access?
• Who does setup (e.g. do you give access to assistants to set them up for executives, does everyone set up their own, or does all of that stay within IT)?
• Do you find most users access Dashboards within Tessitura or from a browser?
• Which widgets are most useful and why?
• Have you created any custom widgets that are AMAZING?
• Have you found actionable uses for Dashboards are they used more as an overall 'temperature' check?

Thank you again to everyone in this awesome community for all the help!  

Kjersten Schladetzy
Program Manager, American Museum of Natural History 

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