SwiftFox dashboards come in two kinds. You reach both the same way: open Dashboards in the left-hand menu to land on Dashboard Centre, then pick a dashboard from the list panel on the left. Both behave the same way once open — the difference is who they are built for.
Standard dashboards
Standard dashboards are the ones SwiftFox builds for general reporting needs rather than for a single account. Which of them are switched on varies from account to account, so the dashboards listed in your Dashboard Centre are whatever has been provisioned for you — your account may have none of the examples below and a different set instead. Examples that have been cited are:
- Engagement
- Finance
- Events
Whatever is provisioned uses the same widgets, parameters and filters, layout editing and export tools as any other dashboard.
Account-specific (bespoke) dashboards
Bespoke dashboards are custom dashboards tailored for your account. They are built to match your particular metrics, data and reporting requirements — for example membership or donation reporting specific to how your account operates.
How they differ
- Audience: Standard dashboards are built for general use rather than for one account, and may be switched on for many accounts; account-specific dashboards are built only for your account.
- Content: Standard dashboards cover common areas (engagement, finance, events); bespoke dashboards are shaped around your specific needs.
- Provisioning: Both are added on the back end by the SwiftFox team. Bespoke dashboards are requested through your account manager.
How they are the same
Once open, every dashboard supports the same core functions: parameters and filters, rearranging and resizing widgets, saving and resetting layout, exporting as a PDF, downloading table widgets to CSV, and (where supported) adding a widget to a Home page.
Getting a new dashboard
Neither type is self-service. To add a new standard or bespoke dashboard, or to change an existing one, contact your account manager — see the guide on requesting new dashboard builds.