Admin Interface: Dashboard Tab

In this walkthrough, administrators learn how to use the admin interface homepage, referred to as the Dashboard tab, to review membership metrics.

Uplifter Support Team
11 steps
2 minutes

Uplifterinc

The new admin interface is being released in phases. At this time, no action is required, and enabling the new interface is optional. This walkthrough explores the Dashboard tab, our administrative home page.

Note: This walkthrough is demonstrated using the HorseReg platform. Left navigation labels may vary slightly by sport-specific platform, but overall functionality remains the same.

To activate the new admin interface, log in, then select your account icon (your initials) in the top-right corner and choose *Enable New Dashboard* from the dropdown menu.

When you enable the new user interface, you are taken to the Dashboard, which serves as the administrative homepage. The Dashboard displays membership data and trends based on the selected Financial Organization and Membership Organization.

First, select a Financial Organization. Financial Organizations determine which accounts you are viewing, while Membership Organizations determine which membership data is displayed. Together, they control what information appears on the Dashboard.

Once selected, a second dropdown appears on the left side of the page, allowing you to choose a Membership Organization (for example, Annual Membership 20YY). This dropdown may not appear if you only have access to one Financial Organization. When you select a Membership Organization, all counts, cards, and charts update automatically to reflect your selection.

Use the *Make this my default view* button to save your selection for future visits.

After you select a Membership Organization, two metric cards appear side by side on the Dashboard. These cards summarize current membership activity for the selected organization. The *Active Members* card represents unique individuals. Selecting this card highlights it and updates the chart to display member trends.

The *Active Memberships* section displays the total number of active memberships for the selected Membership Organization. Note: A single individual (profile) may hold more than one membership (for example, a recreational membership and a coaching membership). As a result, the number of active memberships may differ from the number of active members.

The bar chart visualizes trends over time for the selected metric (Active Members or Active Memberships). The x-axis displays dates, shown daily for a one-month range and aggregated monthly for six- or twelve-month ranges. The y-axis displays whole-number counts with no decimals. Hovering over a bar displays a tooltip with the formatted date and the corresponding count for that period.

Use the time range controls to change the period displayed in the trend chart. Available options include *Last month*, *Last 6 months*, and *Last year*. When you select a new time range, the chart updates to display data for that period. These controls appear near the top-right of the chart and may display as toggle buttons or a dropdown menu, depending on screen size.