Administrator Dashboards - Genius Enterprise Legacy/Custom

*Please be aware that if you have made any customizations to your instance of Genius, the functionality of your site may differ from the standard setup.

Introduction

The admin dashboard is designed to be fully customizable by each administrator, allowing them to tailor the interface to display the information that is most relevant to their needs. It is important to note that any modifications made will only affect the administrator's personal view and will not alter the Dashboard for other administrators.

In the example illustrated above, this particular administrator has incorporated four reporting charts into their Dashboard. To achieve this, the administrator would follow these steps:

1. Click the "Customize Dashboard" button, located in the upper-right corner of the screen.
2. Select "Add Chart," which will present a list of all available reports within your instance.
3. You can choose a chart that matches the report you want to display on your Dashboard.
4. Determine the chart size by adjusting its width in the top right corner of the Chart.
5. Drag and drop the Chart to rearrange its position within the Dashboard.
6. Finally, select either "Save Changes" to keep your modifications, "Cancel Changes" to discard them, or "Reset" to revert all progress made.

If no data is available for display, it is likely due to insufficient data being present at that specific time. Rest assured, these charts will automatically refresh to reflect any updates made within the system.

Adding Visualizations to Reports and Editing Your Dashboards

The Genius platforms enable users to add visualizations to existing reports seamlessly. By default, all reports within Genius are presented in a list format. However, you have the option to display reports in various formats, including list, pie chart, line chart, or bar chart. To make these adjustments, navigate to the Reports tab and select the Query Builder menu item found under Dynamic Reports. This can be accessed by following the path: Reports > Dynamic Reports > Query Builder.

• This action launches the Query Builder, a powerful tool provided by Genius CE & Enterprise, which enables users to create custom SQL queries for the Genius CE & Enterprise database.
• To modify how a report is visualized, click the "Select a Report" menu within the Query Builder.

(For instance) This report illustrates the number of sections completed by each learner across various affiliations.

• To begin, click on the Select a Report menu and scroll through the options until you locate the "Enrollments Completed by Affiliation" report.
• The SQL query associated with this report will then be displayed in the Query field.
• At this point, you can choose how you would like the report to be displayed, whether as a list, bar chart, pie chart, or line chart, by selecting your preferred option from the Report Format menu. For example, you can change the Report Format from List to Bar Chart and then click on Save Changes to ensure that your preferences are recorded in the system.

You can now observe the results of your modifications by adding this report to your Dashboard.

To add a report to your Dashboard, follow these steps:

• Click on the Home tab, which will display your Admin role-based dashboard.
• To make edits to the Dashboard, click on the gear icon located in the upper right corner of the screen.
• Select Add Chart, and then choose the Enrollments Completed by Affiliation report that you created earlier.

You will now have the capability to position and resize this Chart within your Admin Dashboard according to your preferences.

• Once you're satisfied with the placement, you can click Save Changes, and the new Chart will be successfully added to your Dashboard. You will see that it displays the Enrollment Completed by Affiliation report as a Bar Chart, just as you selected previously.

If you return to the Query Builder, you can further modify how this report is rendered: whether it appears as a list, bar chart, line chart, or pie chart.

• To see the results of your adjustments, you can click back on the Home tab.
• You can repeat this process to convert results that involve two columns—one containing text strings and the other containing numerical values—into interactive visualizations that can be added to any of the role-based Dashboards included with Genius CE & Enterprise.