About Directory Dashboard
This article provides information about Directory Dashboard.
Click into Directory from the side menu or via the Directory dashboard card to open Directory.
The Dashboard cards between the Search Box and the Overview/Offering Cards provide updates, pending changes, or notifications.
The Directory dashboard is the default screen for the Directory module. The Dashboard provides notifications for a few different items;
- Family Information Updates that are pending
- Pending Family Registrations that are pending
- Address Corrections from USPS that are pending
- Overview of the number of Registered Families and Actively Contributing Families
- Overview of Offerings for this week
- The number of Baptisms, First Communions, Confirmations, and Marriages recorded Year To Date (YTD)
Note the following:
Total registered families = the total number of families that have been registered with the church. This count is regardless of the family status, so it would include both active and inactive families.
Total families = This is the total number of families in an “active” state. This count is regardless of the family’s registered status.
Total parishioners = This is the total number of parishioners in an “active” state. This count is regardless of the parishioner’s registered status.
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.