Dashboards

See how your organisation is tracking at a glance, with widgets for engagement, membership, finances and donations. Pin any widget to your Home page.

General

Dashboards — Overview

Customise, filter, export and favourite dashboard widgets to build powerful visual reports.

September 29, 2026

Dashboards — Frequently asked questions

Export, resize, reset and download data from SwiftFox dashboards.

September 29, 2026

Workflows

Standard vs account-specific (bespoke) dashboards

Compare standard and bespoke SwiftFox dashboards, see differences, features and how to request a new view.

September 29, 2026

Dashboards — Workflows: step-by-step

Set, filter, sort, export or download dashboards and customise their layout.

September 18, 2026

Adding a widget to a Home page

Add a widget to your Home screen and choose the space where it appears.

September 18, 2026

Filtering a dashboard

Set parameters and build filters to control widget data on a SwiftFox dashboard.

September 18, 2026

Requesting new dashboard builds (account manager)

Request new or customised dashboards via your account manager.

September 18, 2026

Exporting (PDF dashboard, CSV table widgets)

Export dashboard as PDF or download table widget as CSV in SwiftFox.

September 18, 2026

Editing a dashboard layout (rearrange, resize, save, reset)

Rearrange, resize, save or reset your dashboard layout to suit your workflow.

September 18, 2026

Limitations & best practice

Dashboards — Limitations & best practice

Manage dashboard limits, export options and widget setup

September 29, 2026