TracCloud: Dashboard Charts and Dashboard Surveys: Difference between revisions
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{{TracCloudGuideTabs}} | {{TracCloudGuideTabs}} | ||
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{{TracCloudGuideGlobalTOC}} | {{TracCloudGuideGlobalTOC}} | ||
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<div class="pageTitle">Dashboard Charts and Dashboard Surveys</div> | <div class="pageTitle">Dashboard Charts and Dashboard Surveys</div> | ||
This | This menu allows toggling of certain status charts on or off for the [[TracCloud:_Permission_Groups|permission groups]] who have access to this feature, as well as manage the [[TracCloudST|Surveys]] widget on the dashboard for students. | ||
Other ➜ Other Options ➜ Preferences ➜ Dashboard Charts. | |||
[[File:8782001.png|800px]] | [[File:8782001.png|800px]] | ||
==What are Status/Dashboard Charts?== | ===What are Status/Dashboard Charts?=== | ||
Status Charts are quick and simple reports that you can run straight from your dashboard. The purpose of this feature is to immediately generate snapshots of your data without necessitating running a full report. | Status Charts are quick and simple reports that you can run straight from your dashboard. The purpose of this feature is to immediately generate snapshots of your data without necessitating running a full report. | ||
[[File:7247758.png|800px]] | [[File:7247758.png|800px]] | ||
===Providing Access to Status Charts=== | |||
==Providing Access to Status Charts== | In order for a staff member to access this feature, their [[TracCloudGuideProfileGroups|permission group]] needs to allow it. To change this, go to Other ➜ Other Options ➜ Groups ➜ [The group you want to edit] ➜ Student / Visit, then enable <i>Show the Status Charts on Main Menu</i>. Save when done. | ||
In order for a staff member to access this feature, their [[TracCloudGuideProfileGroups|permission group]] needs to allow it. To change this, | |||
[[File:9816100.png|600px]] | |||
===Dashboard Surveys=== | |||
If your system utilizes the [[TracCloudST|SurveyTrac module]], users will have a widget on their dashboard showing pending surveys that they can respond to. If <i>Hide Surveys panel if there are no surveys to show</i> is checked, this widget will be hidden if no new surveys are available. | |||
==Dashboard Surveys== | |||
If your system utilizes the [[TracCloudST|SurveyTrac module]], users will have a widget on their dashboard showing pending surveys that they can respond to. If < | |||
[[File:9305269.png|600px]] | [[File:9305269.png|600px]] | ||
Latest revision as of 23:38, 11 June 2026
Global Preferences
This menu allows toggling of certain status charts on or off for the permission groups who have access to this feature, as well as manage the Surveys widget on the dashboard for students.
Other ➜ Other Options ➜ Preferences ➜ Dashboard Charts.
What are Status/Dashboard Charts?
Status Charts are quick and simple reports that you can run straight from your dashboard. The purpose of this feature is to immediately generate snapshots of your data without necessitating running a full report.
Providing Access to Status Charts
In order for a staff member to access this feature, their permission group needs to allow it. To change this, go to Other ➜ Other Options ➜ Groups ➜ [The group you want to edit] ➜ Student / Visit, then enable Show the Status Charts on Main Menu. Save when done.
Dashboard Surveys
If your system utilizes the SurveyTrac module, users will have a widget on their dashboard showing pending surveys that they can respond to. If Hide Surveys panel if there are no surveys to show is checked, this widget will be hidden if no new surveys are available.
See Also