Mini Dashboards - User Level Document

Mini Dashboards - User Level Document

This document's purpose is to outline how users can add spots dashlets to the Homepage (first screen that appears when logged in), and a brief synopsis of customizing your own spots dashlets. Attached is a quick video walk through to assist in understanding the steps below.


How To Add Spots & Dashlets
  1. When spots are created, this is how you can add spots to your homepage dashlets: Home Page > Actions > Add Dashlets > Tools > Spot > After clicking on Spot, it will be added on your dashboard. You can do this first before step 2.

  2. Now, Top Menu > Reports > Spots > Click on Mini-Dashboard under Name column > Actions > Duplicate > It will allow you to customize the look and feel of the dashboard.

  • Name: You can differentiate it by giving it a meaningful name

  • Area for Analysis: Mini-Dashboard - You will have only one option which will be selected by default

  • Configuration: It will allow you to show your data in table or in chart format

  • Below is a table of criteria that are part of your dashboard, and that you can use to customize your dashlets for analysis:

1

TYPE

  • HOURS SERVED

  • NO. OF STUDENTS

  • REVENUE

  • SALES

 

We can select any of the type written here according to preferences.

2

YTD GROWTH

Yearly growth in percentage %

 

3

MTD GROWTH

Monthly growth in percentage %

 

4

YTD(Year-to-Date)

Starting from 1st Jan to till date

 

5

MTD (Month-to-Date)

Starting from 1st date to till date

 

6

Year

Number of years to display

 

7

Month

Number of months to display

 

Note: the criteria can be dragged and dropped in the order you would like them displayed. The first row in the Configuration section is criteria that is not part of the table, the second row is all criteria displayed in the table. Screenshots below as an example.





3. Upon saving the preferences, the spot will be saved on Spot listing page. This way we can add multiple spots as pwe our references or requirements.

4. Now, on Home Dashlets page, edit that spot Dashlet (to get back to the Home page, select the Tutor Doctor logo on the top-left).

  • Spots to Load - Select the saved spot which we created on spots listing page.

  • Show UI - Checked this check box, upon checking this you can the set the preferences on dashlet itself. You can change the type, year, month, mtd, ytd at your convenience.

5. We can add this spot dashlet on new tab as well if we have long list of years or months. Just go to Home Dashboard > Actions > Add Tab > Enter Dashboard Name > Save

6. The data will be refreshed every 1 hour.



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