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Use the dashboard

1

Select the chapter

Choose the chapter you want to review, then open Dashboard.
2

Set the reporting period

Use the date range control on Chapter Health Status. Choose Daily, Weekly, Monthly, or Yearly to change the chart grouping.
3

Open a workflow stage

Select a bar in the workflow chart to open the corresponding application records for that period.
4

Review chapter information

Check the Chapter Admins card, the members table, the world map, and the contributions chart. Each section displays only when your role has the required permission.
5

Open a detailed dashboard

Expand Dashboard in the sidebar and choose Finance, Fundraising, Membership, or Meetings for a focused view.
Use Members for the full member table, Transactions for financial records, and Workflow → Application for the full application queue.