What Are Dashboard Widgets?

IN THIS ARTICLE:
Learn about Dashboard Widgets and how they are used to provide statistical information about your account at a glance.

What are Dashboard WIdgets?

iClassPro offers a number of widgets available for your Dashboard to help keep you up-to-date with your statistics at a glance! Depending on the type of widget, clicking on the widget may take you to another page with more information (for example, clicking on Make Up, Wait List or Trials will take you to the Special Enrollments screen).

When comparing data, the system uses the same day of the previous year as the basis for the "Last Year" results, and last day of the previous month as the basis for the "Last Month" results. (This is to address any possible discrepancies due to leap years.)

So for example: if today is 8/1/2018, "Last Month" would reflect the results as of 7/31/2018 and "Last Year" would reflect the results as of 8/1/2017.

Bar/Line Chart Widgets

Bar/Line Chart Widgets are a graphical representation comparing data on a monthly basis over a three year period, which can be filtered by Program and Charge Category. Available charts include: Payments, Credits, and Charges.

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  • * Charges - Total amount of charges on family ledgers as of the current month compared with the last three years, with the option to show data for other years and/or limit by Programs.
  • * Credits - Total amount of credits on family ledgers as of the current month compared with the last three years, with the option to show data for other years and/or limit by Programs.
  • * Payments - Total amount of payments on family ledgers as of the current month compared with the last three years, with the option to show data for other years and/or limit by Programs.

* Note that these widgets are ONLY viewable to the Account Owner and members of the admin user group by default. Other users can be granted the ability to see these reports as desired by toggling the appropriate staff user permissions.

Key Performance Indicator (KPI) Widgets

Key Performance Indicator (KPI) widgets allow you to compare data between years. The information is based on the current month, last month, the same month one year ago, and an indicator showing whether the numbers have risen or fallen within the past seven days. Available Key Performance indicators include: Active Families, Active Students, Active Staff, Enrollments, and Payments
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  • * Active Enrollments - Total number of Active Type enrollments as of the current date, with comparison data available Includes option to include or exclude inactive classes/camps.
  • * Active Families - Total number of Active families as of the current date, with comparison data available. Includes option to include or exclude inactive classes/camps.
  • * Active Students - Total number of Active students as of the current date, with comparison data available. Includes option to include or exclude inactive classes/camps.

* The comparison data can be customized based on your needs.  The difference indicator can be set to show the change from today to 7 days ago, 30 days ago or 60 days ago.  The Past totals below can be set to show the Past/Previous 7 days, Past/Previous 30 days, or the same 30 days in the previous year.

In these cases, "Past" means the immediate 7 or 30 days prior to today's date.  "Previous" means the 7 or 30 day period before that.

So for example, using 9/21/2018 as a starting point, these numbers would be based on:

  • Past 7 Days - the highest number of Active Families/Students/Enrollments between 9/14/2018-9/20/2018.
  • Previous 7 Days - the highest number of Active Families/Students/Enrollments between 9/7/2018-9/13/2018.
  • Past 30 Days - the highest number of Active Families/Students/Enrollments between 8/22/2018-9/20/2018.
  • Previous 30 Days - the highest number of Active Families/Students/Enrollments between 7/22/2018-8/21/2018.
  • Same 30 days, Previous Year - the highest number of Active Families/Students/Enrollments between 8/22/2017-9/20/2017.

List Widgets

List widgets allow you to compare data based on today, yesterday and the entire month. Lists available include: AutoPay information, Enrollments, Drops, Transfers, Payments & Credits, Skills Evaluated/Levels Passed/Events Passed, Pending Class Enrollment/Drop/Transfer Requests, and Accounts Created.

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  • * Accounts Created - Number of new family accounts created through the Customer Portal based on Online Activity items.
  • All Accounts Created - Total number of new family accounts created (in both the Office Portal and Customer Portal).
  • Autopay - Total number of AutoPay payment events as of the current date, with comparison data for yesterday and the current calendar month.
  • Drops - Total number of Drops as of the current date, with comparison data for yesterday and the current calendar month.
  • Enrollments - Total number of Active Type enrollments as of the current date, with comparison data for yesterday, the current calendar month and last calendar month.
  • Live Stream Billing Count - Minimum, maximum, and average active students for the last 30 days. iClassPro takes a daily snapshot of students with ACTIVE, TRIAL, and CASUAL/DROP IN/ON DEMAND/SINGLE DAY enrollment types, then uses these numbers to calculate the monthly subscription cost for iClassPro Live.

    NOTE: It must be stressed that deleting enrollments or editing the enrollment dates will affect historical data. This will cause enrollment counts to change and therefore reports run after the changes are made will not match the numbers reflected here.

  • Makeups - Total number of Automatically created makeup tokens, Manually created makeup tokens, and Makeup Tokens used within the selected Time Frame.
  • Overtime Hours - Displays combined overtime hours by This Week/This Month/Previous Month.
  • Payments & Credits - Total number of Payments/Credit entries recorded as of the current date, with comparison data for yesterday, the current month and last month.
  • * Pending Drop & Transfer Requests - Total number of pending drop and/or transfer requests based on Online Activity items.
  • * Pending Enrollment Requests - Total number of pending enrollment requests based on Online Activity items.
  • Skills Events Passed - Total number of skill events marked as "Passed" as of the current date, with comparison data for yesterday and the current month.
  • Skill Levels Passed - Total number of skill levels marked as "Passed" as of the current date, with comparison data for yesterday and the current month.
  • Skills Evaluated - Total number of skills evaluated as of the current date, with comparison data for yesterday and the current month.
  • Staff - Total number of Active/Inactive staff member accounts as of the current date.
  • Transfers - Total number of Transfers as of the current date, with comparison data for yesterday and the current month.

* Note that because these widgets report items based on current Online Activity items, the count will reduce as the Online Activity items are dismissed or approved. If you have cleared all Online Activity, these widgets will show '0'.

Programs Widgets

The Programs Widget displays a Program Summary as of today’s date, including a donut chart and individual totals.

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  • Program Summary - A breakdown of enrollments by Program as of the current date, with an option to include or exclude inactive classes/camps.

Status Widgets

Status widgets list data based on the current week (Sunday-Saturday).
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  • Birthdays - Total number of students with birthdays within the selected Time Frame.
  • * Clocked In - Total number of staff members currently clocked in.
  • Drops - Total number of enrollments with a drop date within the selected Time Frame.
  • Events Passed - Total number of skills events marked as "Passed" within the selected Time Frame.
  • Expected Absent - Total number of students who are expected to be absent from a class within the selected Time Frame.
  • Levels Passed - Total number of skills levels marked as "Passed" within the selected Time Frame.
  • Makeups - Total number of Makeup type enrollments starting within the selected Time Frame.
  • Overtime Hours - Combined overtime hours for a selected time range.
  • * Pending Adjustments - Total number of Time Clock adjustments pending manager approval.
  • Skills Evaluated - Total number of skills evaluated within the selected Time Frame.
  • Tardies - Total number of attendance entries recorded as "Tardy" within the drop date selected Time Frame.
  • Transfers - Total number of enrollments transferred from one class to another within the selected Time Frame.
  • Trials - Total number of Trial type enrollments starting within the selected Time Frame.
  • Wait Listed - Total number of Wait List type enrollments created within the selected Time Frame.

* Note that these widgets don't have time frame settings since those wouldn't apply. These are current point-in-time status counts only.

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