Help Center

Cause IQ updated the layout of the Dashboard to help new users get value out of the platform immediately. This update also helps existing users better understand their Cause IQ activity and access previously made searches, lists, reports, etc. more quickly.

The new Dashboard layout separates previous activities (e.g., searches conducted, report downloaded, organization profiles viewed, etc.) by default versus before where, by default, all activities were displayed in a single log. You'll now see these activity sections displayed front and center on your Dashboard:

• Recent searches: Search queries you've conducted
• Recent organizations: Organization profiles you've accessed
• Recent downloads: Export reports you've conducted
• Saved searches: Search queries you've conducted and saved
• Manual lists: Lists of organizations you've created manually
• Shared searches: Saved searches you've shared with other Cause IQ users from your company
• Uploaded lists: Lists of organizations you've created with the CSV upload tool
• Shared lists: Lists of organizations you've shared with other Cause IQ users from your company

Your previous searches, organization profiles, report downloads, etc. are listed within the corresponding activity section, and they are linked so you can access them quickly.

Here's a look at the new Dashboard layout:

For new Cause IQ users, there, of course, won't be previous searches, organizations, reports, etc. to show in the different activity log sections. If a Cause IQ user hasn't conducted the activity that corresponds with a particular section (e.g., the user hasn't conducted an export yet), help and best practice articles are linked within the section that provide details on how to use Cause IQ to accomplish the activity.

Here's a look at the Dashboard of a new Cause IQ user:

The right side of the new Dashboard layout now shows the Cause IQ user's usage stats (if applicable), best practice help articles, and quick links to access different account settings.

Here's a look at the right side of the updated Dashboard: