Dashboards Overview

Configurable

Dashboards and Gadgets can be configured to make your dashboard suit your day to day needs, and different areas can be configured for your different teams.

Central Reporting

Real time information is available on the logon page, and these can be shared between your admin team so everyone is working from the same data.

Multiple Areas

An area can be set up for different teams, or departments and can easily be switched between to see a business overview

Data Visulisation

Using Statistic and Summary gadgets allows you to view your data in easy-to-digest chunks and allows you to highlight key areas.

Team Collaboration

Shared Dashboards are a great way to ensure your teams are working seamlessly and are all able to access the same data.

Actionable Insights

Gadgets allow you to highlight the key areas that your Administrators should be focusing on, so if you need to track certain KPIs the dahbaord can highlight when a task needs to be completed.

Dashboard

A Dashboard is a collection of gadgets used to display important information about your business, a Dashboard can contain multiple Dashboard Areas

Dashboard Area

A Dashboard Area is one set of gadgets, usually grouped together in certain categories like Course Admin, Sales, Finance etc.

Gadget

Gagets are the sections of a dashboard that can be configured to show specific details about a core area of the platform. See a list of available gadgets below.

Module

The module of a dashboard gadget determines the information that will be available to display. It is the area of the platform that the data will be pulled from, you can read more about modules here: Modules for Text, Email & Workflow Templates

Header

Name your gadget using the Header functionality, giving your gadget a name will mean it is easier for your team to identify what the gadget does.

Filter

Filters allow you to limit the result displayed in a Gadget

Aggregate Function

The aggregate function allows you to choose the calculation against a statistic gadget, this can be average, sum, count, minimum or maximum.

Broadcasts

Allows you to communicate with other accessplanit Users, this could be your delegates or fellow admins. The gadegt will display a message created by an Administrator.

Click here to learn more about Broadcasts

• Let your delegates know about upcoming courses

• Update your admins on process changes

DataGrid

A DataGrid gadget allows you to select a DataGrid from any module in the platform and then select a set of columns and filters, this means you can view the key information you need without having to change the main DataGrid each time

• Display a list of course upcoming in the next week

• Show the list of Delegates with a cancelled Status

• Display as list of outstanding invoices

HTML

This Gadget allows you to display custom HTML-built content

• Have a branded welcome message set up for your Users

• Display custom content to a specific team

Image

Allows you to display a set image

• Company Logo

• A family picture on your personal daily dashboard

Login Statstics

Display your platforms login statistics, this will show you the amount of people who have logged into accessplanit per day, week and month

• Understanding user engagement & usage patterns

• Viewing current load to know if it is a suitable time to run a high-traffic action such as a large import

Report

Display a report that has been built in Report Writer on your dashboard

• Add a frequently accessed report to your log on screen
  

RSS Feed

This allows you to add an RSS feed to your dashboard, RSS feeds are often News outlets so keep up to date with the latest from your favourite publication

• Add accessplanit’s change log to keep up top date with New Features

• Add your favourite news network

My Skills Profile

This gadget allows you to view your progress against a chosen Skills Profile. Learn more about Skills Profiles

• Keep up to date with the Awards you are set to complete

• Track your progress against your a learning journey

Statistics

A Statistic Gadget allows you to display a a figure that is calculated from your platforms data, this could be a count, sum, average, maximum or minimum

• Display the number of Delegates you have booked in the next 30 days

• Show an average Invoice Amount

• Show a Sum of your income for the month

Summary

The Summary Gadget can display grouped information as well as calculate sums, counts and averages.

• View your course income per month

• Show a list of Delegate per status

• View number of Courses running each month

Trainer Calendar

The Trainer Calendar gadget displays the current logged-in Users courses that they are set to teach. This will only display information if the logged in User is a Trainer

• Your trainers can view their upcoming courses as soon as they log in

• Allow you Trainers to add their unavailability from the Dashboard.

Web

A Web gadget will allow you to display a website of your choice .

• Link to a website you use frequently, almost like an accessplanit shortcut

• Link your company website so it is on hand if you ever need to support a customer

Welcome Message

The Welcome Message Gadget displays a Welcome message to the User logging on, this message cannot be edited

• Welcome your users to the platform

• Preview your last login date to manage security

• Reset your password directly from the dashboard