--- title: Getting to Know Your ActBlue Fundraising Dashboard description: Learn how to manage, access, and fundraise with your new ActBlue Dashboard. --- [Skip to content](https://help.actblue.com/hc/en-us/articles/16870066785687-getting-to-know-your-actblue-fundraising-dashboard#main-content) English - United States Show submenu for translations ![ActBlue](https://help.actblue.com/hubfs/1-B-AB-HorizontalLockupLogo-FullColor-RGB.svg) Open main navigation Close main navigation - English - United States Show submenu for translations - [Contact us](https://help.actblue.com/hc/en-us/requests/new) [Contact us](https://help.actblue.com/hc/en-us/requests/new) How can we help you? - There are no suggestions because the search field is empty. 1. [ActBlue Support Documentation](https://help.actblue.com/hc/en-us) 2. [Core ActBlue](https://help.actblue.com/hc/en-us/core-actblue) 3. [Getting Started with Your Core Dashboard](https://help.actblue.com/hc/en-us/core-actblue#getting-started-with-your-core-dashboard) # Getting to Know Your ActBlue Fundraising Dashboard **Disclaimer:** [ActBlue user roles and permissions](https://help.actblue.com/hc/en-us/articles/16870076456599-how-do-i-enable-specific-user-roles-and-permissions) dictate what users can do on our platform. If the tools or features mentioned in this article are unavailable to you, please speak to your Dashboard Admin(s) about updating your permissions.  ### **In this article:** 1. [How do I set up or apply for a new ActBlue fundraising Dashboard?](https://help.actblue.com/hc/en-us/articles/16870066785687-getting-to-know-your-actblue-fundraising-dashboard#how) 2. [How do I access my fundraising Dashboard?](https://help.actblue.com/hc/en-us/articles/16870066785687-getting-to-know-your-actblue-fundraising-dashboard#how2) 3. [How do I navigate my fundraising Dashboard?](https://help.actblue.com/hc/en-us/articles/16870066785687-getting-to-know-your-actblue-fundraising-dashboard#how3) 4. [What else do I need to do before I begin fundraising?](https://help.actblue.com/hc/en-us/articles/16870066785687-getting-to-know-your-actblue-fundraising-dashboard#whatelse) --- ### **How do I set up or apply for a new ActBlue fundraising Dashboard?** If your campaign or organization doesn't have an ActBlue Dashboard yet, you can apply for one[here!](https://secure.actblue.com/pending_entities/new) For more information and best practices, check out our full [application guide](https://help.actblue.com/hc/en-us/articles/32461139621527-How-can-I-apply-for-a-new-fundraising-Dashboard). Once your application is approved, you should receive a confirmation email from our support team with additional instructions.  --- ### **How do I access my fundraising Dashboard?** To access your new fundraising Dashboard, start by signing into your ActBlue Express profile [here](https://secure.actblue.com/signin). Typically, your Express profile will be linked to the same email address you used when applying for your Dashboard. Please note that we strongly advise against sharing Express profiles, and encourage all members of your team to use their own profiles to access your Dashboard. You can find more information about how to grant additional users Dashboard access in this [guide](https://help.actblue.com/hc/en-us/articles/16870088182935-how-do-i-add-or-remove-a-user-from-my-fundraising-dashboard).  On the ActBlue sign-in screen, simply enter your Express profile credentials (email address and password). You will then be prompted to enter a one-time password code which should automatically be sent to your profile's email address. For more information about how to use OTP codes, check out our full guide linked [here](https://help.actblue.com/hc/en-us/articles/35305865195031-what-am-i-being-asked-for-a-one-time-password-code-otp-when-i-sign-in)!  Once you successfully sign into your ActBlue profile, you should automatically be re-directed to your campaign or organization's fundraising Dashboard: If you're a user with access to two or more Dashboard, you will automatically be re-directed to a list of Dashboards to choose from:  ![A screenshot of the Your Fundraising Dashboards page with links out to different group Dashboards and each group's account status listed.](https://actblue-img.s3.us-east-1.amazonaws.com/help.actblue.com/Getting+to+Know+Your+ActBlue+Account/my+dashboards+page.png) At the top of either screen, you should also see your user navigation tools. These include:  - **Recent:** pages you recently visited on ActBlue. - **Dashboards:** fundraising Dashboards you have access to with your user profile. Clicking on a Dashboard's name will automatically re-direct you to it. - **Manage:** various profile settings and menu options for your linked ActBlue Express account (if applicable). On ActBlue, you can use the same profile you use to access your Dashboard to contribute to your favorite campaigns and organizations. You can also use the **Manage** dropdown to enable or make changes to your [two-factor authentication](https://help.actblue.com/hc/en-us/articles/16870057878551-what-is-two-factor-authentication-2fa-and-how-do-i-enable-it) settings. - **Help:** links back to ActBlue's support site (you're already here!) ![A screenshot of the account navigation bar, with boxes highlighting the Recent button, Dashboards button, Manage button, and Help button.](https://actblue-img.s3.amazonaws.com/support.actblue.com/For+Campaigns+and+Organizations/GettingStarted/KnowAccount/GlobalNavNew_4.png)   --- ### **How do I navigate my Dashboard?** #### **Overview Menu** When you first open up your fundraising Dashboard, you should automatically be re-directed to the **Real-Time Stats** page of your **Overview** tab. As its name implies, the **Overview** tab displays an overview of various fundraising performance metrics including the following: - Total dollars raised - One-time dollars raised - Recurring dollars raised - Contributions - Avg. contribution - % via mobile device - % ActBlue Express donors For more information on the **Overview** tab and what can be viewed there, check out our full guide linked [here](https://help.actblue.com/hc/en-us/articles/16870065067031-understanding-your-overview-tab)!  Next, navigate over to your Dashboard's left-hand menu bar and continue down the list to view **Contribution Forms** and **Brandings**: ![A screenshot of the Dashboard toolbar, with a box highlighting the options below the Create Form button.](https://actblue-img.s3.amazonaws.com/support.actblue.com/For+Campaigns+and+Organizations/GettingStarted/KnowAccount/GlobalNavNew_9.png) The **Contribution Forms** tab will display a list of your Dashboard's contribution forms. When you apply for a new Dashboard, a default contribution form will automatically be created for your campaign or organization and will display here. Please note that this form cannot be archived and the default designation cannot be changed. Because of this, we strongly recommend making all edits to your default form first before creating others. For more on contribution form creation and management, check out our full collection of guides [here](https://help.actblue.com/hc/en-us/articles/16870059339287-how-do-i-create-a-contribution-form)!   Clicking the **Brandings** tab will take you to a list of custom designs you and your team can apply to future contribution forms and receipts. For more information on **Brandings**, check out our full guide linked [here](https://help.actblue.com/hc/en-us/articles/16870103162775-creating-and-applying-brandings)! #### **Tools Menu** Below **Contribution Forms** and **Brandings**, you'll see the **Tools** menu with the following options: ![A screenshot of the Tool section of the Dashboard toolbar.](https://actblue-img.s3.amazonaws.com/support.actblue.com/For+Campaigns+and+Organizations/GettingStarted/KnowAccount/GlobalNavNew_10.png) The **Contributions Search** tab will display every contribution made to your campaign or organization through ActBlue. You can also search for contributions using a donor's name, email address, or other information entered with their donation. For more information, check out our full guide linked [here](https://help.actblue.com/hc/en-us/articles/16870094881687-understanding-your-contribution-search-tab)! The **Reporting** tab will display disbursements (ex. checks, wires, etc) sent to your campaign or organization.  The **Downloads** tab will display various downloadable CSV reports of fundraising data. Typically, this is the data needed to complete accurate compliance reports. For more information on downloading fundraising data, check out our full guide linked [here](https://help.actblue.com/hc/en-us/articles/16870104426135-how-do-i-download-my-fundraising-data)! The **Refunds** tab will display all refunds made by you and your team, the ActBlue support team, and donors themselves (using our self-service donor refund tool). For more information about issuing refunds, check out our full guide linked [here](https://help.actblue.com/hc/en-us/articles/16870052583191-how-do-i-issue-a-refund-for-a-donor)! #### **Insights Menu** Below **Refunds**, you'll see the Insights menu with the following options: ![A screenshot of the Insights section of the Dashboard toolbar.](https://actblue-img.s3.amazonaws.com/support.actblue.com/For+Campaigns+and+Organizations/GettingStarted/KnowAccount/GlobalNavNew_11.png) The **Donor Segments** tab will allow you to access, visualize, and download sophisticated donor data (and use it to create targeted email lists without writing code). For more information on donor segments, check out our full guide [here](https://help.actblue.com/hc/en-us/articles/16870052542103-how-can-i-view-donor-segments-for-targeting)! The **Recurring** tab will allow you to view data and export reports for actively recurring contributions, recurring projections, and/or canceled recurring contributions. For more information on recurring program strategy, check out our full guide [here](https://help.actblue.com/hc/en-us/articles/16870079408919-building-your-recurring-donor-program)! The **Tandem Fundraising** tab will allow you to review which campaigns and organizations are receiving contributions via your tandem fundraising forms. For more information on tandem fundraising, check out out full guide [here](https://help.actblue.com/hc/en-us/articles/16870071892759-tandem-fundraising)! #### **Settings Menu** Below **Tandem Fundraising,** you'll see the **Settings** menu with the following options:  ![Screenshot 2026-03-03 at 12.58.50 PM](https://help.actblue.com/hs-fs/hubfs/Screenshot%202026-03-03%20at%2012.58.50%20PM.png?width=338&height=292&name=Screenshot%202026-03-03%20at%2012.58.50%20PM.png) The **General** tab will allow you to update your campaign or organization's internal contact information, donor-facing contact, and mailing address. You can also add or update your website and social media accounts by copying and pasting the URLs into the **Online Presence** fields. The **People** tab will allow you to review other users who have access to your Dashboard. You can also use the **People** tab to add additional users, remove existing users, and/or change user permissions. For more information, check out our full collection of user roles and permissions guides linked [here](https://help.actblue.com/hc/en-us/articles/16870076456599-how-do-i-enable-specific-user-roles-and-permissions)!  The **Email Alerts** tab will allow you to set up email notifications for donations and refunds. For more information on **Email Alerts**, check out our full guide linked [here](https://help.actblue.com/hc/en-us/articles/16870072417943-how-do-i-set-up-email-alerts-for-contributions-or-refunds)! --- ### **What else do I need to do before I begin fundraising?** 1. **If you receive checks from us, make sure your mailing address is correct**. To do this, head over to your Dashboard's **Settings Menu** and then click the **General** tab. 2. **Grant user access and assign user roles to other members of your team.** After our team at ActBlue grants you access to your Dashboard, you will need to grant additional access to each member of your team. 3. **Learn the basics about refunds.** We subtract refunds from your Dashboard's pending funds, but this process can vary depending on what type of Dashboard you have and other factors. 4. **Add your campaign or organization's contact information to your Dashboard.** To do this, head over to your Dashboard's **Settings Menu** and then click the **General** tab. You should see a space to enter a contact information for ActBlue's internal support team, as well as a space to enter donor-facing contact information in case we hear from donors with questions. --- If you have any questions, please [contact our support team](https://help.actblue.com/hc/en-us/requests/new) using the email address you use to access your ActBlue account.  - [Donors & Grassroots Fundraisers](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#main-content) - [Donor Guides](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#donor-guides) - [Contributions](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#contributions) - [ActBlue Express Accounts](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#actblue-express-accounts) - [Raising Money for Campaigns and Organizations](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#raising-money-for-campaigns-and-organizations) - [About ActBlue](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#about-actblue) - [Other](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#other) - [Core ActBlue](https://help.actblue.com/hc/en-us/core-actblue#main-content) - [Getting Started with Your Core Dashboard](https://help.actblue.com/hc/en-us/core-actblue#getting-started-with-your-core-dashboard) - [Managing & Granting Access to Your Core Dashboard](https://help.actblue.com/hc/en-us/core-actblue#managing-granting-access-to-your-core-dashboard) - [Creating & Managing Core Contribution Forms](https://help.actblue.com/hc/en-us/core-actblue#creating-managing-core-contribution-forms) - [Managing Grassroots Fundraising for Core Donors](https://help.actblue.com/hc/en-us/core-actblue#managing-grassroots-fundraising-for-core-donors) - [Working with Core Contribution Forms](https://help.actblue.com/hc/en-us/core-actblue#working-with-core-contribution-forms) - [Core Contribution Form Features](https://help.actblue.com/hc/en-us/core-actblue#core-contribution-form-features) - [Selling Tickets & Merchandise with Core](https://help.actblue.com/hc/en-us/core-actblue#selling-tickets-merchandise-with-core) - [Refunding & Managing Core Contributions](https://help.actblue.com/hc/en-us/core-actblue#refunding-managing-core-contributions) - [Reporting & Accessing Your Core Fundraising Data](https://help.actblue.com/hc/en-us/core-actblue#reporting-accessing-your-core-fundraising-data) - [Signing In & Using 2FA in Core](https://help.actblue.com/hc/en-us/core-actblue#signing-in-using-2fa-in-core) - [Managing Your Merchant Account in Core](https://help.actblue.com/hc/en-us/core-actblue#managing-your-merchant-account-in-core) - [Activating & Managing Express Lane in Core](https://help.actblue.com/hc/en-us/core-actblue#activating-managing-express-lane-in-core) - [Fundraising Strategy in Core](https://help.actblue.com/hc/en-us/core-actblue#fundraising-strategy-in-core) - [Integrations & Analytics in Core](https://help.actblue.com/hc/en-us/core-actblue#integrations-analytics-in-core) - [Other Core FAQ](https://help.actblue.com/hc/en-us/core-actblue#other-core-faq) - [Using Call Time in Core](https://help.actblue.com/hc/en-us/core-actblue#using-call-time-in-core) - [Raise by ActBlue](https://help.actblue.com/hc/en-us/raise-by-actblue#main-content) - [Getting Started with Your Raise Dashboard](https://help.actblue.com/hc/en-us/raise-by-actblue#getting-started-with-your-raise-dashboard) - [Raise FAQs](https://help.actblue.com/hc/en-us/raise-by-actblue#raise-faqs) - [Managing & Granting Access to Your Raise Dashboard](https://help.actblue.com/hc/en-us/raise-by-actblue#managing-granting-access-to-your-raise-dashboard) - [Managing Your Merchant Account in Raise](https://help.actblue.com/hc/en-us/raise-by-actblue#managing-your-merchant-account-in-raise) - [Creating & Managing Raise Fundraising Pages](https://help.actblue.com/hc/en-us/raise-by-actblue#creating-managing-raise-fundraising-pages) - [Managing Your Conduit Account In Raise](https://help.actblue.com/hc/en-us/raise-by-actblue#managing-your-conduit-account-in-raise) - [Reporting & Accessing Your Raise Fundraising Data](https://help.actblue.com/hc/en-us/raise-by-actblue#reporting-accessing-your-raise-fundraising-data) - 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