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Dashboard overview

The dashboard is your home screen — what’s due, where you stand, and what to do next. It’s also the one screen in Karani you can rearrange to suit how you actually work.

The Karani dashboard in two columns, showing Tasks, Notepad and Reports on the left and Gifts, Expenses, Pledges and Groups on the right
The standard dashboard. Twenty widgets are available; nine are on by default.

Everything on the dashboard is a widget — a self-contained block. Nine are on out of the box; another eleven are available and off until you add them.

Widgets are cheap: a hidden one isn’t fetched at all, so a trimmed dashboard genuinely loads faster rather than just hiding things.

See the full widget reference.

The Customize button beside the page heading opens the customizer. Drag widgets between columns, hide the ones you don’t use, add the ones you do.

The dashboard heading with a Customize button beside it
Customize sits beside the page heading.

See Customizing your dashboard.

If you’ve never customized anything, you get the standard set. If you’re on a team, it’s more layered than that — Karani falls back in four steps:

  1. Your own saved layout
  2. A layout a team leader built for you
  3. Your team’s or organisation’s default
  4. The standard set

Your own choice always wins. See Layouts & inheritance.

A few widgets are hidden when they’d have nothing to say:

Widget Appears when
Announcements You belong to an organisation
What’s New You belong to an organisation
Giving by Fund Your giving uses more than one designation
Expenses Accounting is enabled — see Expenses

Unavailable widgets are hidden from the customizer too, so you won’t add something that then doesn’t show up.

Dashboard layouts are saved per account. If you have more than one account, each gets its own — which is usually what you want, since a scholarship fund and your salary support call for different things on screen.