What is a Dashboard?
A Dashboard is a visual source of data that will show you multiple Widgets to help create full picture of how your teams are performing.
In addition to providing you with 16 out of the box Dashboards, you have the ability to modify existing dashboards with new Widgets or build your own Dashboards to help drive additional visibility into priorities for your team.
Out of the box Dashboards
Dazos comes pre-built with 16 dashboards designed to give you visibility into your admissions process, VOBs, marketing performance, and individual performance. To navigate between dashboards, select from the drop down list in the upper right-hand side of your home page.
In a separate article, we will provide you with an understanding of the unique value available from each dashboard and how you can utilize that information.
Dashboard Bookmarking
Within the Dashboard Dropdown menu, we’ve introduce the ability to bookmark your preferred Dashboard. This will ensure a seamless and personalized experience every time you log in or visit the Dashboard Module.
How to Bookmark a Dashboard:
Open the Dashboard Dropdown Menu
Navigate to your desired Dashboard that you’d like to set as your default view
Look for the “Bookmark ‘My Dashboard’” button and select it
How to Remove a Bookmarked Dashboard:
Look for the “Remove ‘My Dashboard’ from Bookmark” button and select it
Applying Date Filters to your Dashboard
Flexibility and precision is key to making the most of your Dazos Dashboards.
When thinking of date applications, you’ll likely generally want to use Dynamic Date Filters such as Today, This Month, Last Year, etc. When doing more specific research, a Custom Date Filter using Custom Range will be most applicable.
Using the Date Filter
Navigate to the pre-set Date Filter on the Dashboard
Explore the preset Dynamic options like “Today” or “Last 7 Days” or Customize your own date range
If you customize your date range, be sure to specify both a Start Date and End Date
Click “Apply” to instantly update the Widgets with your selected date range or dynamic date range
Always remember to click “Apply” to ensure that information in the widgets reflects your newly applied filters or date ranges.
Refining your Dashboard with Exclusion Rules
Beneath your Date Range filters are two checkboxes that can be utilized to further refine your Dashboard views without editing the underlying Reports and Widgets:
Exclude Scholarships
Exclude Internal Transfers
In a separate article, we will discuss when you might want to apply these filters and how they can improve your Dashboard experience.