Governance dashboards

A Governance Dashboard is a named page of visualisations, such as Board overview, that you share with one or more Admin Groups. Members of those groups see it read-only, on a computer, tablet or phone. Only the administrator who made it can change it.

Board members, trustees and ministers use Governance Dashboards through an administrator account that belongs to an Admin Group. They need no report permissions to read a dashboard shared with their group.

Before you start

• To make a Governance Dashboard you need Can create and update reports.
• To choose Admin Groups when you share it, the groups must already exist under People > Admin groups.

Make a Governance Dashboard

1. On the Dashboard, find Governance Dashboards at the foot of Visualisations.
2. Select New Governance Dashboard.
3. Give it a Title of up to 60 characters, and tick the Admin Groups whose members should see it.
4. Select Create. Its page opens.
5. Select Add visualisation to add charts and figures, as you would on your own Dashboard. Use Start from a recipe to begin from a ready-made chart such as Success rate or Payments outstanding.

You can add up to 20 visualisations. Use each one's menu to Edit, Duplicate, move or Remove it, or drag it by its handle on a larger screen.

Recipes

Start from a recipe at the top of Add visualisation lists ready-made charts many funders use: funds distributed by category, success rate, decisions pending, payments outstanding, open milestones, upcoming round deadlines, reports received, conflict of interest declarations and, when the Funds module is turned on for your organisation, total funds under management and fund status.

Choosing a recipe fills in the editor's fields. You can change any of them before you select Save.

• Success rate asks you to choose the grant it counts.
• Conflict of interest declarations asks you to choose the Assessment Round.
• Fund status adds three tiles at once: Funds to distribute, Funds paid and Funds available.

A recipe you can't add is shown greyed out with the reason, such as a module that is turned off or data you don't have access to.

Share or delete a Governance Dashboard

On the dashboard's page, the header shows who owns it and which groups it is shared with.

• Select Share to change its title or the Admin Groups it is shared with, then Save.
• Select Delete, then Delete again to confirm. The dashboard and its visualisations are deleted for everyone it is shared with, and you go back to your Dashboard.

What members see

A dashboard shared with your Admin Group is listed under Shared with you, with its owner's name. Its page says Only its owner can change it: there is no Share, Delete, Add visualisation or menu on its visualisations. Each visualisation shows only data you have access to; where you have none, it says You don't have access to this data.

A link to a Governance Dashboard that is not yours and is not shared with your group shows Page not found.

See also

• Getting started as an administrator
• Administrators and permissions