Dashboard

The dashboard provides easy access to customizable summary level data such as outstanding balances, activity attendance, registration, or stats.

Page Privileges

Every user has access to the Dashboard and can customize their own reports. However, not every user has access to all the same reports. Reports you don't want general users to have on their dashboards can be tagged as Admin. More information on this topic can be found on the Reports page.

Page Filters

This page has one filter: Organization

Editing Your Dashboard

The reports available on the Dashboard are created and saved on the Reports page. Some reports have summary level data that can be displayed on the Dashboard and some don't. A few preset reports are available that users can add.

To add a report to the dashboard, click the plus icon in the upper right hand corner of the dashboard and a pop-up window will appear. Select the report you want to add and click the Save button.

To rearrange your dashboard tiles, click the edit icon in the upper right hand corner of the dashboard. All the tiles will now show a close icon in the upper right hand corner of each tile. You can now drag and drop the tiles on the dashboard to rearrange them. To remove a tile, click the close icon in the upper right hand corner of the tile. Once you are done editing your tiles, click the edit button again to save the changes.