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Dashboards

Dashboards bring multiple saved reports together on a single page, giving you a comprehensive overview of your school's performance without having to open each report individually. They're a great way to start your day or prepare for a team meeting.

What Is a Dashboard?​

A dashboard is a page that displays several of your saved reports at once. Each saved report appears as a panel on the dashboard, showing its chart or data with the configuration you saved.

For example, a "Weekly Pulse" dashboard might include saved reports built from:

  • Revenue Over Time (grouped weekly)
  • Enrollment Trends
  • Lesson Activity
  • Outstanding Balances

All visible on one screen.

info

Dashboard panels are always saved reports — you can't add a template directly. Save a report from a template first (see Report Templates), then add it to a dashboard.

Creating a Dashboard​

  1. Go to Reports in the sidebar.
  2. Click the Dashboards tab.
  3. Click Create Dashboard.
  4. Enter a name for the dashboard (e.g., "Weekly Financial Summary").
  5. Optionally add a description.
  6. Confirm.

Your new dashboard starts empty. The next step is to add saved reports to it.

Adding Reports to a Dashboard​

  1. Open the dashboard.
  2. Click Add Report.
  3. In the Add Report to Dashboard dialog, choose one of your saved reports.
  4. Confirm.

Repeat for each report you want on the dashboard. Each panel uses the saved report's own configuration (date range, filters, chart type) — there are no separate per-panel settings. To change what a panel shows, update the saved report itself.

tip

Start with 3-4 reports on a dashboard. You can always add more later, but a focused dashboard is easier to read and more useful at a glance.

Removing Reports from a Dashboard​

  1. Open the dashboard.
  2. Find the report panel you want to remove.
  3. Use the remove action on the panel and confirm.

Removing a report from a dashboard does not delete the saved report itself. It only removes it from that particular dashboard.

Renaming a Dashboard​

To rename a dashboard, open it, click its menu, and select Edit Name. Dashboards don't have a layout editor — panels can't be dragged, resized, or configured individually.

The Default Badge​

A dashboard may show a Default badge in its header. This is informational only — there is no "Set as Default" action, and no dashboard loads automatically: the Reports section always opens on the Templates tab.

Sharing Dashboards with Team Members​

When you create a dashboard, it's private to you by default — other team members can't see it. To share it:

  1. Open the dashboard.
  2. Click its menu and select Share.

Once shared, the dashboard shows a Shared badge and appears for the other owners and administrators on your team. Instructors cannot access the Reports section at all, so shared dashboards are never visible to them.

To stop sharing, open the same menu and select Unshare. The dashboard reverts to private.

note

Dashboards are shared on an all-or-nothing basis — you can't choose specific team members to share with.

Deleting a Dashboard​

  1. Open the dashboard.
  2. Click its menu and select Delete.
  3. Confirm the deletion.
warning

Deleting a dashboard is permanent and cannot be undone. The saved reports that were on the dashboard are not affected — only the dashboard is removed.

Dashboard Best Practices​

  • Create purpose-specific dashboards. A "Financial Health" dashboard and a "Student Growth" dashboard are more useful than one giant dashboard that tries to cover everything.
  • Keep it scannable. Limit each dashboard to 4-6 reports so you can quickly absorb the key metrics without scrolling endlessly.
  • Use it as a meeting tool. Pull up a dashboard at the start of a team meeting to ground the discussion in real data.
  • Review and update regularly. As your school's priorities shift, update your dashboards to reflect what matters most right now.

Example Dashboards​

Here are some dashboard ideas to get you started. For each, save a report from the listed template first, then add the saved reports to the dashboard.

Weekly Pulse​

A quick overview of the week's activity:

  • Revenue Over Time (grouped weekly)
  • Enrollment Trends (this week)
  • Lesson Activity (this week)
  • Outstanding Balances

Monthly Financial Review​

A deeper look at financial performance:

  • Revenue Over Time (this month)
  • Revenue by Course (this month)
  • Payment Collection Rate (this month)
  • Discounts (this month)

Enrollment Health​

Track student growth and retention:

  • Enrollment Trends (this quarter)
  • Student Retention (this quarter)
  • Student Status Funnel
  • Students by Instrument