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Directory Dashboard

Simply click into Directory from the side menu or via the Directory dashboard card to open Directory.

Once you are in Directory, you will see the left side menu change and your dashboard cards appear.

The cards between the Search Box and the Overview/Offering Cards will only appear when there are updates, pending changes, or notifications.

Here you can view the directory dashboard (the default screen when you entire directory). The Dashboard will notify you of a few different items as needed:

  • 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 that:
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.

https://help.osvhub.com/wp-content/uploads/2019/06/directory-dashboard-overview.mp4
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