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Dashboard

Understand your dashboard stats and widgets

• Best Practices for Setting Up Your Dashboard

  A practical approach to configuring stat cards and sections around your actual role.

• Customizing Your Dashboard Stat Cards

  Choose which of the available stat cards show on your Dashboard, and understand why the choice is per-device.

• Dashboard Sections: What Each Widget Shows

  A quick tour of the Member Stats, Attendance, Finance, and Recent Activity sections.

• Finding a Member by Phone Number in Search

  Search for a member using their phone number, not just their name, when a name search doesn't turn up the right result.

• Forms Now Open Full-Page on Mobile

  Create and edit forms now fill the whole screen on a phone instead of squeezing into a small popup, making them far easier to complete on mobile.

• Full Names Now Include Middle Names

  Full names across Members, Groups, and search results now show a person's middle name when one is on file, cutting down on mix-ups.

• Getting Touch Feedback When You Tap Menus and Navigation

  Menus and navigation items now visibly react the moment you tap them on a phone or tablet, so you always know your tap registered.

• Jumping Quickly to a Year in Any Date Picker

  Use the year-jump control to land on an old birthdate or historical record instantly instead of clicking through months.

• Reading Your Attendance Rate on the Dashboard

  The exact formula behind your Attendance Rate, and why guests and first-timers are included.

• Resuming an Abandoned Check-In Session

  How Sermfy detects a check-in session that was started but never closed, and how to jump back into it.

• Searching by Date or Month in Form Pickers

  Type into any date or month picker to jump straight to the value you need instead of clicking through a calendar.

• Sticky Navigation: Keeping Menus in View While You Scroll

  The sidebar and section menus now stay visible as you scroll a long page, so you never lose your place in the navigation.

• Understanding the Manage Widgets Panel

  The one place that controls both whole Dashboard sections and individual stat cards.

• Understanding the Recent Activity Feed

  A running record of notable actions across your church account, right on the Dashboard.

• Why Every Date in Sermfy Looks the Same Format

  All dates across Sermfy now display in one consistent Mar 01, 2026 format so records read the same no matter which page you're on.