
This chapter gives an overview of CiviCRM's dashboard (it's 'home page') and the navigation menu available for people working in CiviCRM.
这一章节主要介绍CiviCRM的界面(主页)和导航菜单。
The navigation menu is a small bar at the top of every "back office" page of CiviCRM.
在CiviCRM的“后台”页面上方都有一个小的“导航菜单”横条。
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It provides access to nearly every function of CiviCRM and is broadly organised into headings by individual CiviComponents (such as Contributions, Events and Mailings), with a few exceptions for Search and Administer, both of which cover all of the enabled CiviComponents.
几乎所有的CiviCRM功能都能在这个菜单中找到。同时这些功能都被仔细分类在不同的CiviComponents(Civi组成部分)例如,捐助,事件,邮件,等等。但其中有两个是例外,搜索和管理员。这两个功能包含了所有的Civi组成,因此未被归类于任何其他的分类。
The menu also features a Quick search field for finding contacts. Typing any part of a contact's name or email address into the Quick search field will pull down a list of possible matches that you can click on to go directly to the contact's summary page:
同时,菜单具有快速用户搜索的功能。输入用户名或电子邮箱地址,相关的用户信息即显示在下拉菜单中。点击即可进入直接该用户的信息主页。

You can modify the navigation menu by going to: Administer > Customize > Navigation Menu and then adding or rearranging menu items on the screen. Remember that changes you make to the navigation menu will be seen by everyone who has the appropriate permissions to see the menu, for better or for worse, so be careful when modifying the navigation menu.
导航菜单的修改路径:管理员〉自定义〉导航菜单 即可添加或对菜单项从新排序。请注意,所有有相关权限的用户都会看到其对导航菜单做的修改,因此做修改时请慎重。
When you first log into CiviCRM, the first page that you will see is the dashboard (CiviCRM Home). The dashboard allows you to see important information about your site and CiviCRM by displaying a series of "dashlets". A dashlet is a snippet of information about a part of CiviCRM: many dashlets come with CiviCRM by default, and you or your administrator can create additional dashlets that are specific to your organisation's needs. Some examples of dashlets that come with CiviCRM include:
登陆后首先看到的就是主页面(CiviCRM主页)。重要的相关信息都将以“dashlet”的形式集中显示在这个页面上。”Dashlet” 可以被看作是CiviCRM的信息片段。很多“dashlet”都是CiviCRM中的默认项。组织者和网页管理员可依照需求创建新的“dashlet”。下面是一些默认“dashlet”的例子:
· 捐助报告:近来五个月每月的捐助数量条形图。
· 活动记录:CiviCRM中的近期活动记录(包括所发送的电子邮件,收到的捐助数目,所组织的会议,等等。)
会员报告:会员人数,会费总数,捐款总数等信息的总结表格。
You can add these dashlets to your CiviCRM dashboard by clicking the Configure Your Dashboard button. You will see a list of dashlets that can be dragged into the right or left column of your dashboard.
点击“设置你的主页面”按钮,你将看到一个“dashlet”的详细列表,你可以按你的需要将其拖拉到左列或右列,或主页面来添加“dashlet”。
Clicking the Done button will allow you to save the dashlets to your dashboard. From now on, you will see updates to the status of your dashlets every time you log in (if you'd like to check and see any changes that have occurred more recently, you can always click Refresh Dashboard Data - this will reload each dashlet and pull in any new information).
Almost any CiviCRM report can be made available as a dashlet. Select a report from Reports > Create Reports from Templates. Update the report criteria as needed. For example, you may want the dashboard version of the report to always show data for "This Quarter" or "This Year". You can also choose to display the report as a table or as a bar or pie chart. Preview the report display. Then check the "Available for Dashboard" checkbox under Report Settings. (Refer to the Reporting section for more details on working with reports.)
当你完成编辑后,点击“完成”。系统将自动将你所选择的“dashlet” 储存在你的主页面上。从此以后,每当你登陆到主页面,你就能看到及时更新的所选内容。如果你想要更频繁的更新,点击 刷新 主页面信息 主页面上的所有信息都将及时刷新。
几乎所有的CiviCRM 报告都可以用“dashlet”显示。从 “报告〉新建报告模版”中选择一个报告,并按需要更新其中的相应选项内容。比如,你可以选择设定总是显示近一年,或近一季度的信息,你也可以选择表格,条形图或饼图的报告。预览报告后,在“报告设置”中的复选框中选择“在主页面中显示”。
(有关于报告更多细节请参考“报告部分”)