Custom Reporting Dashboard: Create the Views You Need
Every learning center is unique, and your data needs are too. Our new Custom Reporting Dashboard puts the power of personalization in your hands, allowing you to create exactly the views and reports that matter most to your organization.
Why Custom Dashboards Matter
The Limitation of One-Size-Fits-All
Generic reporting systems often fall short:
Important metrics buried in irrelevant dataTime wasted navigating to needed informationDifferent stakeholders need different viewsStatic reports can't adapt to changing needsThe Power of Personalization
Custom dashboards solve these problems by:
Surfacing your most important metrics prominentlyReducing clicks to access critical informationProviding role-appropriate views for each userEvolving with your organization's needsNew Dashboard Features
1. Drag-and-Drop Widget Builder
Create your perfect dashboard without coding:
Available Widgets
Numerical KPI cards with trend indicatorsLine and bar charts for time-series dataPie and donut charts for composition viewsTables with sorting and filteringCalendar views for scheduling dataProgress bars for goal trackingCustomization Options
Widget sizing from quarter to full widthColor schemes that match your brandCustom titles and descriptionsData refresh intervalsDrill-down linking2. Flexible Data Selection
Choose exactly what data to display:
Student Metrics
Enrollment counts and trendsAttendance patternsAcademic progress indicatorsEngagement scoresRetention ratesFinancial Data
Revenue summariesPayment status overviewsOutstanding balancesCollection ratesBudget comparisonsOperational Metrics
Instructor utilizationRoom/resource usageSchedule efficiencyCapacity analysisStaffing levelsCustom Calculations
Create your own metricsCombine data sourcesSet up formulasDefine benchmarks3. Advanced Filtering
Focus on exactly what matters:
Date Range Controls
Preset ranges (this week, this month, YTD)Custom date selectionRolling periods (last 30 days)Comparison periods (vs. last year)Segmentation Filters
By location or branchBy program or subjectBy instructor or staffBy student demographicBy custom tagsDynamic Filtering
Interactive filter controls on dashboardsFilter linking across widgetsSaved filter presetsURL-based filter passing4. Multiple Dashboard Views
Create dashboards for different purposes:
Role-Based Dashboards
Executive overview for leadershipOperational details for managersStudent-focused for instructorsFinancial summaries for adminPurpose-Specific Views
Daily operations monitoringWeekly performance reviewsMonthly business analysisAnnual strategic planningLocation Dashboards
Multi-site comparison viewsIndividual location detailsRegional rollupsFranchise network viewsBuilding Your First Custom Dashboard
Step 1: Define Your Goals
Start by identifying what you need:
What decisions will this dashboard support?Who will use it and how often?What metrics are most important?What questions should it answer?Step 2: Select Your Widgets
Add components to your canvas:
Navigate to Dashboard BuilderClick "Add Widget"Choose widget typeSelect data sourceConfigure display optionsPosition on canvasStep 3: Configure Data and Filters
Customize each widget's data:
Select the metric to displayChoose aggregation method (sum, average, count)Set date range and filtersDefine comparison period if neededAdd benchmark or goal linesStep 4: Arrange and Style
Create a visual hierarchy:
Drag widgets to desired positionsResize for appropriate emphasisApply consistent color schemesAdd section headers if neededPreview on different screen sizesStep 5: Save and Share
Make your dashboard accessible:
Save with descriptive nameSet as default for yourself or othersShare with specific roles or usersSchedule email deliveryExport as PDF or imageDashboard Design Best Practices
Visual Hierarchy
Organize for quick comprehension:
Top Level: Key Metrics
Most important KPIs at the topLarge, easily readable numbersClear trend indicatorsImmediate attention captureMiddle Level: Analysis
Supporting charts and graphsContext for top-level metricsTrends and comparisonsSegment breakdownsBottom Level: Details
Drill-down tablesDetailed data accessExport capabilitiesAction itemsEffective Use of Space
Make every element count:
Avoid clutter—less is moreGroup related metrics togetherUse white space intentionallyEnsure readability at normal view distanceColor and Formatting
Enhance understanding through design:
Use color consistently (red for concern, green for good)Limit palette to avoid confusionEnsure accessibility for color blindnessMake interactive elements obviousDashboard Templates
Executive Summary Template
High-level organizational overview:
Included Widgets:
Total enrollment with trendRevenue this month vs. goalStudent satisfaction scoreRetention rate comparisonLocation performance rankingOperations Manager Template
Day-to-day operational monitoring:
Included Widgets:
Today's attendance summaryUpcoming schedule at a glanceInstructor availabilityRoom utilization todayAction items and alertsFinancial Dashboard Template
Revenue and financial health focus:
Included Widgets:
Monthly revenue chartPayment collection ratesOutstanding balances by ageRevenue by programBudget variance analysisStudent Success Template
Learning outcomes focus:
Included Widgets:
Progress toward goalsAssessment performance trendsAttendance patternsEngagement metricsAt-risk student alertsScheduling and Automation
Automated Report Delivery
Never miss important updates:
Daily digest emailsWeekly summary reportsMonthly analysis packagesCustom schedule optionsAlert Configuration
Get notified when attention is needed:
Threshold-based alertsTrend change notificationsGoal progress updatesException highlightingData Refresh Settings
Keep information current:
Real-time data for critical metricsHourly updates for operational dataDaily refresh for analyticsOn-demand refresh capabilityMobile Access
Responsive Dashboard Design
View dashboards on any device:
Automatic layout adjustmentTouch-friendly interactionsSimplified mobile viewsKey metrics prioritizationMobile App Features
Access on the go:
Push notifications for alertsQuick-view widgetsOffline data accessBiometric securityAdvanced Features
Dashboard Sharing and Collaboration
Work together effectively:
Share with specific users or rolesComment on specific metricsAnnotation capabilitiesVersion historyCustom Calculations
Create unique metrics:
Formula builder interfaceMathematical operationsConditional logicCross-data source calculationsExternal Data Integration
Bring in data from other sources:
CSV/Excel importAPI connectionsGoogle Sheets integrationDatabase queriesGetting Started
Accessing Dashboard Builder
Log in to your admin portalNavigate to Analytics > DashboardsClick "Create New Dashboard"Start with template or blank canvasLearning Resources
Get up to speed quickly:
Interactive tutorial on first useVideo walkthrough libraryBest practices documentationLive training webinarsSupport
Get help when needed:
In-app chat supportKnowledge base articlesCommunity forumsDedicated success managerConclusion
Custom Reporting Dashboards transform how you interact with your data. By creating views tailored to your specific needs, you'll make faster decisions, identify issues earlier, and keep your entire team aligned on what matters most. Start building your perfect dashboard today and experience the power of data designed around your workflow.
