Administrator Dashboards - Genius CE & Enterprise

Introduction

The admin dashboard is fully configurable by each administrator to reflect exactly what they want to see. These changes are only made for the administrator's own view, not for all other administrators. 

In the example above, 4 reporting charts have been added to this administrator's dashboard. The administrator would click:

1. Customize Dashboard in the top right button.
2. Add Chart (This will consist of all reports available to you in your instance).
3. Select a chart with desired report that you want to show up on your dashboard.
4. Select the size of the chart by width in the top right corner of the chart.
5. Drag and drop to rearrange the content.
6. Select "Save Changes" or "Cancel Changes" or "Reset" all progress.

If there is no data to display, that is likely because there is not enough data to report on at that specified time. These charts will update automatically with any changes made in the system.

Adding Visualizations to Reports and Editing your Dashboards

Genius CE & Enterprise platforms allow you to add visualizations to an existing report easily. By default, all reports in Genius CE & Enterprise display in list format. However, you can display reports in your Genius CE & Enterprise instance in either list, pie chart, line chart, or bar chart format by going into the Reports tab, and then clicking on the Query Builder menu item under Dynamic Reports. (Reports > Dynamic Reports > Query Builder).

• This opens the Query Builder, the tool provided by Genius CE & Enterprise to make it possible to write your own SQL queries to the Genius CE & Enterprise database.
• You can edit how a report is visualized by clicking on the Select a Report menu in the Query Builder.

(Example) This report lists the number of sections that have been completed by each one of the learners in each affiliation.

• Click on the Select a Report menu and scroll down to find the Enrollments Completed by Affiliation report.
• The SQL query underneath this report will appear under the Query field.
• Once this happens, you can select whether the report will be shown as a list, bar chart, pie chart, or line chart by selecting an option under the Report Format menu item. For example, we can change the Report Format from List to Bar Chart and then click Save Changes to ensure that the system records our efforts. 

You can now see the results of your change by adding this report to a Dashboard.

To add a report to a dashboard...

• Click on the Home tab and your Admin role-based dashboard will appear.
• To edit the dashboard, click on the gear icon on the upper right hand of the screen.
• Click Add Chart, and select the Enrollments Completed by Affiliation report you created earlier.

You will then be able to place and resize this chart in your Admin Dashboard.

• Click Save Changes, and the new chart will be added to your Dashboard. You will be able to see that it renders the Enrollment Completed by Affiliation report that you just added as a Bar Chart, as you selected earlier. 

If you return to the Query Builder, you can change the way it renders this report: list, bar chart, line chart, or pie chart.

• Click back on the Home tab to see the results of your change.
• You can follow the same procedure to turn results that relate two columns, one with text strings and another with numbers, into interactive visualizations in any of the role-based Dashboards included with Genius CE & Enterprise.