Customizing Your Portal Dashboard

Last updated: August 31, 2020

Administrators and Organizers can customize their EventBuilder Portal Dashboard with widgets and other functional tools to provide them with at-a-glance information about their Events, Registrations, and Attendance.

Screenshot: Top of Portal Dashboard with date range fields and plus dropdown menu.

Dashboard Overview

Upon login, the Portal Dashboard appears. Any customizations you implement are unique to your account. For example, an Administrator's Dashboard view and an Organizer's Dashboard view can be configured differently according to their preferences. The customizations are connected to individual User Accounts.

Sample customized Dashboard:

Screenshot: Portal Dashboard with a customized widgets arrangement.

Adding Widgets

Open the Widget tool by clicking on the pencil icon:

Screenshot: Dashboard widget editor with pencil icon circled.

The Dashboard editor will open. 

To add a widget, click on the '+' icon next to the date range fields:

Screenshot: Date range fields with the + sign drop-down menu highlighted.

A drop-down list of available widgets will appear:

Screenshot: Available widget drop-down menu options.

Available widgets:

Event List - Listing of Events in the selected date range:
Screenshot: Event List widget.
Today's Events - Displays Event ID, Portal, Title, Start/End times, # Registered/Attended, Server, and Actions available.Screenshot: Today's Events widget.
The following widgets display as a bar graph on your Portal Dashboard:
Events Per Day - Overview of the Events scheduled within the selected date range,
Registrants Per Day - Total number of expected Registrants.
Attendees Per Day - Total number of Attendees.
Recording Views Per Day - Displays the viewings of a recorded Event, 
Screenshot: Events Per Day widget bar graph display.

Once you've selected the widgets you would like on your Dashboard view, click on the calendar icon and select a date range for Events you would like to see information about.

Screenshot: Date range fields for Dashboard widget customizations.

Note: Once a widget is selected, the relevant data can take a few minutes to populate. Selecting a more narrow date range can help speed load time.

Sizing, Arranging, and Removing Your Widgets

All Dashboard widgets can be sized and arranged according to your preferences. 

To size a widget:

Open the widget tool by clicking the pencil icon: Screenshot: Dashboard widget editor with pencil icon circled.

Hover your mouse on over bracket on the bottom right corner of the widget you wish to size. The pointer will change to a double-sided arrow: 

Screenshot: Widget sizing corner with double arrow highlighted.

Click and drag the edge to the desired size. This action can be done horizontally or vertically and can make the widget smaller or larger. There are gridlines to assist in sizing and arranging your widgets.

To arrange your widgets:

Hover your mouse in the grey title bar on the widget you wish to move. The pointer will change to a four-sided arrow:

Screenshot: Widget bar with four-sided arrow highlighted for moving a widget.

Click and hold, drag the widget to the desired location on the Dashboard, then release.

To remove a widget: 

Click on the blue trash can icon located in the grey title bar. The widget will be removed from view. You may add the widget back to your Dashboard view at any time. 

Screenshot: Widget with trash can icon highlighted for deleting a widget from your Dashboard display.

When finished customizing your Dashboard widgets, click the 'Save' icon:

Screenshot: Widget tool with save icon highlighted.


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