Embedded Files
Creating and Editing Staff Dashboard Tiles
Creating and Editing Staff Dashboard Tiles
Users can create their own custom tiles for their Staff Dashboard. Please follow the steps below to create a tile that shows in your Dashboard.
Users can create their own custom tiles for their Staff Dashboard. Please follow the steps below to create a tile that shows in your Dashboard.
To do this, you need to have permissions for Reports.
To do this, you need to have permissions for Reports.
The examples below will show:
The examples below will show:
- On the left going down the page: Case outcome report based on an issued Kudos/Referral/Alert
- On the right going down the page: Top 10 Appointment Summary Services submitted.
Go to Cases Report
Go to Appointment Summaries Report
Run your report with parameters that make sense for your Area
Run your report with parameters that make sense for your Area
Use this link as an example Cases Report parameters based on the issued Kudos/Referral/Alert for the referral to Marieb Adult Learner Success Center which opens cases once issued in the Fall 24 Semester.
Use this link as an example Cases Report parameters based on the issued Kudos/Referral/Alert for the referral to Marieb Adult Learner Success Center which opens cases once issued in the Fall 24 Semester.
Use this link as an example of Appointment Summary Report parameters based on Appointment Summaries completed within the Alana Men in Motion location in the Fall 24 Semester.
Use this link as an example of Appointment Summary Report parameters based on Appointment Summaries completed within the Alana Men in Motion location in the Fall 24 Semester.
Once your report has run you need to create a Pivot Chart and Graph you would like to display in your Staff Dashboard
Once your report has run you need to create a Pivot Chart and Graph you would like to display in your Staff Dashboard
Select the Pivot Chart icon
Select the Pivot Chart icon
Select the Fields icon
Select the Fields icon
When creating your dashboard tile, review the results of the report you ran, and the answer you are looking for when creating the chart. The results of the report will be listed under the All fields box.
When creating your dashboard tile, review the results of the report you ran, and the answer you are looking for when creating the chart. The results of the report will be listed under the All fields box.
For the Cases Report the fields you would want to select and drag the Closed Reason into the Rows box and select Apply.
For the Cases Report the fields you would want to select and drag the Closed Reason into the Rows box and select Apply.
For the Appointment Summary Report the fields you would want to select and drag the Requested Services into the Rows box and select Apply.
For the Appointment Summary Report the fields you would want to select and drag the Requested Services into the Rows box and select Apply.
Select the Charts icon and select the Chart that best meets what you would like to view in your Staff Dashboard.
Select the Charts icon and select the Chart that best meets what you would like to view in your Staff Dashboard.
You can click through and look at all your options before deciding.
You can click through and look at all your options before deciding.
In Cases example, a Pie Chart looks best. Once you have decided on your chart, make sure it is the last one you viewed and then close the dialog box that is open.
In Cases example, a Pie Chart looks best. Once you have decided on your chart, make sure it is the last one you viewed and then close the dialog box that is open.
In the Appointment Summary example, a Pie Chart looks best.
In the Appointment Summary example, a Pie Chart looks best.
To get the top ten results, select the filters button, and select Reported Services.
To get the top ten results, select the filters button, and select Reported Services.
Select Values you will be able to get a count of Top (or other options) and input 10 (or other number). Then select Apply.
Select Values you will be able to get a count of Top (or other options) and input 10 (or other number). Then select Apply.
Notice the difference between the two charts.
Notice the difference between the two charts.
Once you have decided on your chart, make sure it is the last one you viewed and then close the dialog box that is open.
Once you have decided on your chart, make sure it is the last one you viewed and then close the dialog box that is open.
Save your Report with the name that make sense to you for your own account. In this example, the report will be saved as "Sample Report for Dashboard Example." Then Save as New Report.
Save your Report with the name that make sense to you for your own account. In this example, the report will be saved as "Sample Report for Dashboard Example." Then Save as New Report.
Open your Staff Dashboard
Open your Staff Dashboard
Under the Settings button select Add Tile
Under the Settings button select Add Tile
Choose your Tile Name that will be displayed for this chart in your Dashboard.
Choose your Tile Name that will be displayed for this chart in your Dashboard.
Select the Saved Report. In these examples, the selection is "Sample Report for Dashboard Example"
Select the Saved Report. In these examples, the selection is "Sample Report for Dashboard Example"
In the Select View, choose Chart Summary to have the chart displayed you created in the Pivot Chart.
In the Select View, choose Chart Summary to have the chart displayed you created in the Pivot Chart.
Then click Save Tile.
Then click Save Tile.
Staff members can adjust the layout of My Dashboard by using the Drag Panel button (Four Diamonds) and drop the tile in the desired location.
Staff members can adjust the layout of My Dashboard by using the Drag Panel button (Four Diamonds) and drop the tile in the desired location.
Use the save layout once you are done adjusting tiles.
Use the save layout once you are done adjusting tiles.
The saved report will run with every night and update the tile each day.
The saved report will run with every night and update the tile each day.
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