IN BRIEF
The Enterprise Portal Dashboard provides a customizable view of widgets that display key metrics across one or more Enterprise Portal accounts. Enterprise users can filter dashboard data by account, choose which widgets appear, and customize the layout on a per-user basis.
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, please reach out to our Sales team at sales@iclasspro.com.
Overview
The Enterprise Portal Dashboard helps Enterprise Plan customers review important account-level metrics from a centralized dashboard. Users can add, remove, resize, and move widgets to create a view that highlights the information most relevant to their role.
The Filter By Account option allows users to display widget data for one or more accounts. When users select multiple accounts, the Dashboard displays cumulative totals that include data from all selected accounts.
Important Note: At this time, only staff members created as users under the Enterprise Portal parent group can access the Dashboard. Staff members created as users in a subgroup of the parent group cannot access the Dashboard, even if their profile uses the "Admin" level.
Accessing the Feature
- Log in to the Enterprise Portal.
- Open the Dashboard.
- Use Filter By Account to choose the account or accounts the widgets should include.
Step-by-Step Instructions
Customizing Dashboard 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.
Available widgets
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.
Troubleshooting & FAQs
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Why can a staff member not access the Enterprise Portal Dashboard?
- The staff member must exist as a user under the Enterprise Portal parent group. Staff members created as users in a subgroup of the parent group cannot access the Dashboard, even if their profile uses the "Admin" level.
-
Why do the totals for Today not match real-time activity?
- Widget totals for Today are not real-time. The Dashboard uses the latest data available from the Data Warehouse.
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What happens when multiple accounts are selected in Filter By Account?
- The Dashboard displays cumulative totals that include data from all selected accounts.
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Why didn’t my Dashboard changes disappear?
- Changes must be saved before leaving the Dashboard. After making updates, select the green checkbox icon in the bottom-right corner of the screen.
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Why does the Dashboard open to a Power BI report instead of the Enterprise Portal Dashboard?
- If the user has access to a Power BI report, the Dashboard defaults to the Power BI report. Select Enterprise Portal at the top of the page to switch views.