The features described in this article are only available to customers subscribed to iClassPro's Enterprise Plan. For more details or to request additional information about our Enterprise Plan, visit https://iclasspro.com/enterprise.
IN THIS ARTICLE:
Learn about the Enterprise Portal Dashboard and the various widgets that are available.
- What is the Enterprise Portal Dashboard?
- How do I edit/add/remove widgets?
- Which widgets are available?
- Embedded Power BI Reports
What is the Enterprise Portal Dashboard?
The Enterprise Portal Dashboard is a customizable view of widgets that help you display and track a number of key metrics related to your various accounts. By using the “Filter By Account” option, widgets can be filtered to display information about one or more different accounts at a time. (Note that if multiple accounts are selected, the totals will be cumulative, reflecting information from all of the selected accounts.)
The Dashboard gives you the ability to choose which information is most important to you by adding or removing widgets to be displayed. These widgets can be resized, relocated or completely removed from view on a per-user basis.
How do I edit/add/remove widgets?
To edit/add/remove widgets from your Dashboard, click the pencil/edit icon in the bottom right-hand corner of the screen.
- To add a widget, enable it from the lists of available widgets at the top of the screen.
- To move/relocate a widget on the Dashboard, click on the “Move” icon (four-headed arrow) in the upper right-hand corner of the widget box, then drag the widget to its new location.
- To remove a widget from your Dashboard, click the “X” in the upper left-hand corner of the widget box.
- To completely reset the Dashboard and remove all widgets, click “Reset Layout.”
NOTE: If you make any changes to the Dashboard, be sure to SAVE your changes by clicking the green checkbox icon in the bottom right-hand corner of the screen.
Which widgets are available?
NOTE: Widget totals for “Today” are not real-time and are based on the latest data available from the Data Warehouse.
List Widgets
List Widgets allow you to compare data based on different time frames, such as today, yesterday and the entire month.
- All Accounts Created
- Compares data for: Today/Yesterday/This Month
- Live Stream Billing Count
- Compares data for: Minimum/Average/Maximum
- Drops
- Compares data for: Today/Yesterday/This Month
- Drops & Transfers
- Compares data for: Today/Yesterday/This Month
- Enrollments
- Compares data for: Today/Yesterday/This Month/Last Month
- Payments & Credits
- Compares data for: Today/Yesterday/This Month/Last Month
- Skills Evaluated
- Compares data for: Today/Yesterday/This Month
- Skill Events Passed
- Compares data for: Today/Yesterday/This Month
- Skill Levels Passed
- Compares data for: Today/Yesterday/This Month
- Staff
- Compares data for: Active/Inactive (as of Today)
- Transfers
- Compares data for: Today/Yesterday/This Month
Status Widgets
Status Widgets list data based on the current week (Sunday-Saturday).
- Birthday
- Drop
- Event Passed
- Expected Absent
- Level Passed
- Make Up
- Skill Evaluated
- Tardy
- Transfer
- Trial
- Wait Listed
Spacers
Spacers are “blank boxes” that can be resized to separate widgets on your Dashboard.
Embedded Power BI Reports
If the user has been granted access to view a Power BI report, the Dashboard view will show two options: Power BI and Enterprise Portal. This view will always default to the Power BI report; however, they can switch between the two views by clicking the appropriate option at the top of the page.