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How to Configure the Dashboard Settings

The SureImpact Dashboard Settings enable Administrators to select which dashboard modules are visible to users in their organization.

To open the SureImpact Dashboard Settings:

  1. In the Dashboard side navigation, click Settings.
  2. In the Dashboard Module Visibility section, all modules are visible by default. To remove one of the modules, click the toggle switch next to the desired module.

    Example: In this screen shot, the toggle switch next to Count Outcomes is disabled.

  3. In the Default Dashboard View section, click the Default Component drop-down arrow, and then select the desired dashboard.
  4. To remove a measure from the Client Outcomes Measures module, click the X next to the measure you want to remove.
  5. To make a measure visible in the Client Outcomes Measures module, click the Select Measures drop-down menu, and then click the desired measure.

    Note: The steps are the same for editing the following modules:

    • Non-Client Program Outcomes Measures
    • Count Measures
    • Services
  6. When you have finished customizing the SureImpact Dashboard, click Save Settings.