How to Create Common Metrics Card Reports

Posted by Boyd Pelley on 2/11/20 10:00 AM

The Dashboard release last fall brings all kinds of efficiencies to accessing what you need as soon as you login.  The most visual of the these is the Metric Card.  In this post, I'm going to take you step by step adding two of the most common reports used by pastors and staff to the Metrics Card. You'll see how to do this so that even pastors and staff that don't need access to giving can have the giving summary on their dashboard as soon as they login.

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Tags: Reports

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