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Dashboards

Dashboards bring multiple 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 customizable page that displays the results of several reports at once. Each report appears as a panel on the dashboard, showing its summary metrics, charts, or data tables.

For example, a "Weekly Overview" dashboard might include:

  • Revenue for the current week
  • New student enrollments
  • Upcoming lesson count
  • Outstanding invoice balance

All visible on one screen.

Creating a Dashboard​

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

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

Adding Reports to a Dashboard​

  1. Open the dashboard.
  2. Click Add Report.
  3. Browse or search for a report template or saved report.
  4. Select the report you want to add.
  5. Configure any settings for the report panel (e.g., date range).
  6. Click Add.

Repeat for each report you want on the dashboard.

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. Click the remove or delete action on the panel.
  4. Confirm the removal.

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

Setting a Default Dashboard​

You can designate one dashboard as your default. The default dashboard loads automatically when you navigate to the Reports section.

  1. Open the dashboard you want to set as default.
  2. Click the More Actions menu.
  3. Select Set as Default.
info

Each user can set their own default dashboard. Your choice does not affect what other team members see when they open Reports.

To clear a default, open the dashboard and select Remove as Default from the More Actions menu.

Sharing Dashboards with Team Members​

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

  1. Open the dashboard.
  2. Click Share.
  3. Toggle Share with team on.
  4. Save.

Once shared, the dashboard appears in every team member's dashboard list. Anyone on the team (Owner, Admin, or Instructor) can view it.

To stop sharing, toggle Share with team off. The dashboard reverts to private and only you can see it.

note

Dashboards are currently shared on an all-or-nothing basis — you can't choose specific team members to share with. If you need more granular sharing, let us know and we may add per-user sharing in a future release. Sharing a dashboard does not grant edit access; only the dashboard creator (or an owner) can edit or delete it.

Editing a Dashboard​

To update a dashboard's name, description, or layout:

  1. Open the dashboard.
  2. Click Edit Dashboard.
  3. Make your changes:
    • Rename the dashboard or update the description
    • Rearrange report panels by dragging them
    • Resize panels if supported
  4. Click Save.

Deleting a Dashboard​

  1. Open the dashboard.
  2. Click the More Actions menu.
  3. Select Delete.
  4. Confirm the deletion.
warning

Deleting a dashboard is permanent and cannot be undone. The reports that were on the dashboard are not affected — only the dashboard layout 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.
  • Set a default. Having a default dashboard means you always land on the most important data when you open Reports.

Example Dashboards​

Here are some dashboard ideas to get you started:

Weekly Pulse​

A quick overview of the week's activity:

  • Revenue Summary (this week)
  • New Students (this week)
  • Cancellation Summary (this week)
  • Outstanding Balances

Monthly Financial Review​

A deeper look at financial performance:

  • Revenue Summary (this month)
  • Revenue by Course (this month)
  • Payment Activity (this month)
  • Discount Summary (this month)

Enrollment Health​

Track student growth and retention:

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