Because it was the week before Christmas and because of the craziness of Covid, you might have missed the biggest release of 2020. I introduced it as our Digital Assistant - Scheduled Reports. That was just over two months ago. There wasn't a lot of fanfare, we just offered it quietly as a gift.
Some good news - It's finally November, 2020.
We're on the last lap of this most unique year. Many churches have started and are starting to meet for large group worship on Sunday again. Many will still wait a couple more months or longer. Some have restarted and had to go back to just live stream due to a Covid outbreak in their community. But, whenever the time is right for your church, you're going to want a way to track the comeback.
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.