• Dashboard

  Tour The Dashboard

  The Executive Dashboard provides an overview of a charity’s bequests and decedents where you can easily jump to more detailed information.

  Read more
• Dashboard

  Download a PDF of the Dashboard

  You can download the graphs and data from your dashboard as a PDF file. This is helpful if you need a printout of the data or an easy way to share it with those outside of your organization. In this article, we’ll cover how to export data from your dashboard.

  Read more