Dashlets: where are they?

[Lukumji]

Hi,

I've just installed CiviCRM 3.1 on Joomla. Everything works fine, except that I don't get how to configure the dashboard widgets. In fact there's only the Activity dashlet available, nothing else. Did I miss anything? What's the way to add dashlets to the dashboard?
Thanks for helping.

[Yashodha Chaku]

What's the way to add dashlets to the dashboard?

You might want to check the help text that says :
To include a dashlet displaying scheduled activities, click 'Configure Dashboard' and drag the 'Activities' dashlet onto one of the dashboard columns (use the right column for a better fit).

To add reports to your dashboard:

    * Navigate to a report instance and verify the report filters and display type (Tabular, Bar or Pie Chart). OR create a new report instance from the Reports menu » Create Reports from Templates.
    * Expand the 'Report Settings' section, and click 'Include Report on Dashboard'.
    * Click 'Update Report'.
    * Repeat for each report your want to include on your dashboard.
    * Navigate back to the 'Home' dashboard and click 'Configure Dashboard' again.
    * You can now drag the reports onto the right or left columns and click 'Done' to save your layout.

HTH
-Yashodha

[Lukumji]

Wonderful, thanks a lot! 

What's the way to add dashlets to the dashboard?

You might want to check the help text that says :
To include a dashlet displaying scheduled activities, click 'Configure Dashboard' and drag the 'Activities' dashlet onto one of the dashboard columns (use the right column for a better fit).

To add reports to your dashboard:

    * Navigate to a report instance and verify the report filters and display type (Tabular, Bar or Pie Chart). OR create a new report instance from the Reports menu » Create Reports from Templates.
    * Expand the 'Report Settings' section, and click 'Include Report on Dashboard'.
    * Click 'Update Report'.
    * Repeat for each report your want to include on your dashboard.
    * Navigate back to the 'Home' dashboard and click 'Configure Dashboard' again.
    * You can now drag the reports onto the right or left columns and click 'Done' to save your layout.

HTH
-Yashodha

[shayaknyc]

Is there a way to add custom searches to the dashboard or must they be reports?

[Kurund Jalmi]

Is there a way to add custom searches to the dashboard or must they be reports?

Only report can be added as dashlet.

Kurund

[shayaknyc]

Gottit. So, I have a question....I created a custom data for Individuals to store Anniversary information. All I added was a date field that stores MM/DD and a field titled Spouse with a contact lookup (even though the spouse relationship is already stored in the relationship table).

When I tried to create a custom report based on constituent, the only way I was able to limit the report was to include in the report criteria for spouse to be not empty. What I really want to do, is modify the report to just show upcoming anniversaries that are in the next 6 weeks. Can't seem to find a way to do that. At least with custom search I am able to do that.

Any idea if they will implement the ability to save custom searches as dashlets?

Thanks!

[Kurund Jalmi]

You should implement same logic that you use in custom search, it should work for custom report.

Kurund

[shayaknyc]

there does not seem to be a way to have it calculate reports for dates within the range of 42 days of Today(). Also, the custom data only stors MM/DD, but the report pulls MM/DD/1902.

[Kurund Jalmi]

I guess you will have to modify the code that does date calculation. You might want to check functions in CRM/Utils/Date.php

Hth
Kurund

[SarahG (FountainTribe)]

There are already custom searches available that pull upcoming wedding anniversaries and birthdays. Take a look at:  http://civicrm.org/blogs/sarahgladstone/find-upcoming-birthdays-and-anniversaries