{"id":112,"date":"2017-08-07T19:40:15","date_gmt":"2017-08-07T19:40:15","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=112"},"modified":"2020-07-14T09:17:35","modified_gmt":"2020-07-14T15:17:35","slug":"program-dashboard","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/program-dashboard\/","title":{"rendered":"Program Dashboard"},"content":{"rendered":"<div id=\"dashboard\"><strong>The Program Dashboard presents a snapshot of the status of your Program \u2013 what recent Activities occurred, how many Applications have been submitted, are there any Applications that need attention, etc. It also provides quick access to many of the Review Tools and categorized lists of Applications, Invoices, and Payments.<\/strong><\/div>\n<div><\/div>\n<h2>How It Works<\/h2>\n<div>\n<h4><strong>Dashboard Tabs<\/strong><\/h4>\n<p>Prominently displayed on the Dashboard are the <strong>Program-Level tabs<\/strong>. Use those tabs to quickly navigate to specific features and lists.<\/p>\n<ul>\n<li><strong>Programs<\/strong> \u2013 Click to head back to your Programs page.<\/li>\n<\/ul>\n    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Applications<\/li>\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-2\" class=\"hts-tabs__tab \" role=\"tab\">Scoring<\/li>\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-3\" class=\"hts-tabs__tab \" role=\"tab\">Financial<\/li>\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-4\" class=\"hts-tabs__tab \" role=\"tab\">Reporting<\/li>\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-5\" class=\"hts-tabs__tab \" role=\"tab\">Data<\/li>\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-6\" class=\"hts-tabs__tab \" role=\"tab\">Program Setup<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>Click to view the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/applications-list\/\">Applications List<\/a>, keeping in mind that it will pick up whichever filter you used last. If the last Applications List you looked at was the list of Undecided Applications, for example, clicking on the Applications tab will return you to that list with that filter.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-2\" class=\"hts-tabs__content \" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>Click to view the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/scoring-report\/\">Scoring Report<\/a><\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-2 -->\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-3\" class=\"hts-tabs__content \" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>Click to view the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/financial-report\/\">Financial Report<\/a><\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-3 -->\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-4\" class=\"hts-tabs__content \" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>Click to view the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/reporting-report\/\">Reporting Report<\/a><\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-4 -->\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-5\" class=\"hts-tabs__content \" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>Click to generate custom reports or to export your data. See <a title=\"Data Tab\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/data-tab-custom-reports\/\">Data Tab<\/a> for more information.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-5 -->\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-6\" class=\"hts-tabs__content \" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>Click to update the Program settings or content, manually close the Program, add Reporting periods, etc.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-6 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<h4><strong>Dashboard Content<\/strong><\/h4>\n \r\n    \t\t<div class=\"hts-accordion \"  >\r\n\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section hts-accordion__section--active\">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Applications<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tIn the stacked bar charts showing the breakdown of the applications by Official Decision or by Pre-Application Decision (if applicable), click in one the sections of the bars (Undecided, Approved, or Declined) or the \"View All\" button at the bottom of that section to view the <strong>Applications List<\/strong> filtered accordingly.\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Custom Status(es)<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\t(This would be whatever <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/custom-status\/\">Custom Statuses<\/a> you set up in the Internal Research tab in Program Setup.) \u2013 In the pie or bar charts showing the breakdown of the applications by Custom Status, click one of the bars or pie sections to access the <strong>Applications List<\/strong> filtered by that status.\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Saved Reports<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tClick to view any of the saved reports that you or another Admin created in the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/data-tab-custom-reports\/\">Data<\/a> tab.\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Financial<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tIn the stacked bar charts displaying the breakdown of invoices and payments by status, click in one of the sections of the bars (Paid, Approved, Pending, or Declined) to view a list of the relevant items filtered by that status. To see <em>all<\/em> of the Invoices and Payments, click the Financial tab to access the <a title=\"Financial Report\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/financial-report\/\">Financial Report<\/a>.\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Activity Stream<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tCheck out the latest activities within that program. Click Show More to view additional activities or click Sortable Version to open the complete Activity Stream in a new window.\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Map<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tCheck out a map of the locations of the organizations that submitted applications. We update the map after your deadline passes. Let us know if you\u2019d like us to update it again after you\u2019ve made your decisions.\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-accordion -->\r\n    \t\t\n<h2><strong>How To Set It Up<\/strong><\/h2>\n<p>Dashboard content comes standard with each program. Click the <strong>Edit Dashboard Items<\/strong> link to change what is displayed on the Dashboard. If you check the box to show an additional Custom Status or the Financial section, you may need to refresh the page to show the charts properly.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Program Dashboard presents a snapshot of the status of your Program \u2013 what recent Activities occurred, how many Applications have been submitted, are there any Applications that need attention, etc. It also provides quick access to many of the Review Tools and categorized lists of Applications, Invoices, and Payments&#8230;.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,26,38],"ht-kb-tag":[81],"class_list":["post-112","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-reviewadmin","ht_kb_category-all","ht_kb_tag-jul20"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/112","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=112"}],"version-history":[{"count":11,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/112\/revisions"}],"predecessor-version":[{"id":2296,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/112\/revisions\/2296"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=112"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=112"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}