Objective: Use the Dashboard’s drill-down and navigation features to access specific financial data.
1. Drill Down to Reports: On your Dashboard, locate the Revenue & Expenses widget. Click the Directional icon (drill-down link) in the upper right-hand corner of the widget to automatically open the Statement of Activities report.
2. Access Help Resources: Click the Question Mark (?) icon in the top right Status Bar. Note how the Support Request window appears, auto-filled with your name and email address.
3. Toggle Modules: Locate the module dropdown on the second line of the Status Bar (usually showing “Accounting”). Click it to see where you would switch to the Fund Raising or Payroll modules.