> For the complete documentation index, see [llms.txt](https://documentation.opencollective.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.opencollective.com/fiscal-hosts/fiscal-host-overview-dashboard.md). # Fiscal Host Overview Dashboard The Fiscal Host Overview Dashboard provides admins with a high-level overview of their status on the platform. Open your fiscal host dashboard and select **Overview** from the sidebar. The page includes a setup guide, pending action items, financial snapshots, hosted collective and fund metrics, and a recent activity timeline. ## Setup guide New hosts see a collapsible setup checklist on the Overview page. Toggle it from the settings menu in the Overview header (**Display setup guide**). ## To do The To do module consolidates items that may need your attention. Clicking a button redirects to the relevant dashboard page, filtered to that item type. The specific items featured in the To do list are: * Expenses * Unreplied * To Pay * Missing Receipts * On Hold * Incomplete * Errors * Contributions * Disputed * In Review * Applications * Unreplied * Pending
Screen shot of the To do section.
## Recent Financial Activity The Recent Financial Activity section shows balance, income, and spending in one place. ### Filters * **Context:** All, Organization, or Hosted - focus on host-level finances or hosted collectives only * **Period:** Today, Last 7 days, Last 4 weeks (default), Last 3 months, Last 12 months, Month/Quarter/Year to date, All time, or a custom range ### Metrics | Metric | Description | | -------- | --------------------------------------------------------------------------------------- | | Balance | End-of-period balance, including starting balance. May show comparison to period start. | | Received | Total received in the selected period | | Spent | Total spent in the selected period | ### Recent transactions A preview table shows the five most recent transactions. When more transactions exist, a link opens **Ledger > Transactions** with the same period and context filters applied.
Screen shot of the Recent Financial Activity filters.
## Hosted Collectives and Hosted Funds Below Recent Financial Activity, two metric sections track the health of your hosted accounts. Each section has its own month picker. ### Metric cards | Metric | Definition | | ------------ | ------------------------------------------- | | Active | At least one ledger transaction this month | | Inactive | Hosted but no financial activity this month | | Newly Hosted | Joined and approved this month | | Unhosted | Unhosted this month | ### Top lists Each section also shows: * **Top by Amount Received** * **Top by Amount Spent** ## Recent Activity The final section on the Overview page is the Recent activity module. This gives a simplified snapshot of activity related to your fiscal host, including expenses, virtual cards, contributions, updates, and collective events. To view a comprehensive list, click **Go to activity log** at the top of the section. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://documentation.opencollective.com/fiscal-hosts/fiscal-host-overview-dashboard.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.