The system allows you to create any graph you want on the main page to fine-tune the system and adapt it to the various needs of all our clients. This way, you can track, for example, the growth rate of support in different groups or see the status of support in a particular neighborhood and act accordingly.
So, how do you do it?
First, you need to save a preferred search in the Advanced Search page. The dynamic graph will be generated from the search results of the preferred search you selected.
To create an advanced search:
- Go to advanced search page.
- Perform the relevant search from which you want to generate a graph.
- Click on the star icon to save it as a preferred search.
Now you can generate the graph.
Go to Support Dashboard page. Click on
in the top row. The following screen will open:
- Select a preferred search to generate the content of the graph. For example, a graph of all supporters in Elmsford.
- Graph Type – You can choose whether the graph will be a pie chart or a growth rate (quantitative) chart.
- Group by Parameter – In the case of a pie chart, you need to select the parameter by which the graph will be created. You can choose multiple parameters, and a separate graph will be generated for each one.
For example, we will create two graphs:
- A “Supporters in Elmsford” graph as a growth rate chart.
- A “Residents of Port Chester” graph as a pie chart by the support status parameter.
If we want to add another graph to the screen, we will also mark it in the checkbox under “Manage Custom Graphs,” and if we want to delete the graphs we created, we need to uncheck the checkbox.
Now you can see the generated graphs on the main page:
