IN BRIEF
Bar/Line Chart widgets are graphical reports available only on the Dashboard. They compare monthly financial data across up to three years and can be filtered by program and charge category. These widgets are restricted to administrators by default, but can be enabled for other staff with appropriate permissions.
Overview
Bar/Line Chart widgets present historical financial data in a clear, visual format:
- Compare monthly totals across up to six years.
- Filter by Program and Charge Category.
- Assigned colors help distinguish year-to-year data.
Color Assignments (Left to Right)
- Grey – Single year selected (default)
- Orange
- Green
- Purple
- Red
- Pink
As additional years are selected, the chart shifts, but colors are always assigned in the same order.
Available Charts/Widgets
Permissions
- Viewable only to the Account Owner and Admin user group by default.
- Additional staff may be granted access by adjusting Dashboard widget permissions.
Accessing the Feature
- Log into the Office Portal.
- Depending on how your staff profile is configured, the Dashboard Page will either load automatically, or you may be directed to the Welcome page.
- If you are directed to the "Welcome" page, click on the "Dashboard" heading to switch views.
- Review the displayed widgets.
- If any of the charts are already pinned to your Dashboard, hover over the desired chart (Charges, Credits, or Payments) to view additional details, or use the filters below the chart to limit results by Program, Charge Category, and/or Years being compared.
- Every staff member can customize their own Dashboard view from "Edit" mode.
- To enter "Edit" mode, click the pencil/edit icon at the top right-hand side of the screen.
- Note that based on staff permissions, some widgets may not be available for your user.
- After making any customizations to the view, be sure to SAVE your changes.
NOTE: you can always return to your main landing page from anywhere in the Office Portal by clicking on the "iClassPro" logo in the upper left-hand corner of the page.
Step-by-Step Instructions
Charges Widget
- Displays total value of charges created on family ledgers for the current month.
- Compares with the same month over the last three years.
- Can be filtered by Program and Charge Category.
Permissions: Requires Dashboard access with Charges widget permission set to full.
Credits Widget
- Displays total value of credits added to family ledgers for the current month.
- Compares with the same month over the last three years.
- Can be filtered by Program and Charge Category.
- Includes only credits created using the following types:
- House
- Coupon
- Other
- Gift Card
Permissions: Requires Dashboard access with Payments widget permission set to full.
Important Note
- For long-term iClassPro customers, older totals may not match financial reports due to “split payments.”
- A split payment stored both a regular payment and a credit in the same entry.
- This method is no longer supported, so newer totals will not be affected.
Payments Widget
- Displays total value of payments recorded on family ledgers for the current month.
- Compares with the same month over the last three years.
- Can be filtered by Program and Charge Category.
- Excludes payments created using the following credit types:
- House
- Coupon
- Other
- Gift Card
Permissions: Requires Dashboard access with Payments widget permission set to full.
Important Note
- For long-term iClassPro customers, older totals may not match financial reports due to discontinued split payments.
- Current and recent totals are unaffected.
Troubleshooting & FAQs
-
Q: Why do my historical totals not match financial reports?
A: Older totals may differ due to “split payments,” an outdated method of storing payments and credits together. This no longer affects new totals. -
Q: Can I customize the chart colors?
A: No. Colors are assigned automatically in the fixed order (grey, orange, green, purple, red, pink). -
Q: Why can only administrators see these widgets?
A: By default, Bar/Line Chart widgets are limited to Account Owners and Admin staff. Permissions must be updated manually to allow access for other staff roles.