> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/reports/governance-dashboards.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.

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](../getting-started/getting-started-as-an-administrator.md)
- [Administrators and permissions](../users/administrators-and-permissions.md)