This article explains what info can be found on the global and instance dashboards and how to extract this information

How to access information

  • From the Dashboard page click on Instance Dashboard to see summary of instance information:
  • To see the detail of each report click on the blue figure next to the report:
    For example if you want to see the students that needs to be approved on the instance you are logged into click on the figure next to the report:
  • Another screen will open displaying the results. if you would like to download the results to work with it click on the "Download Excel sheet" button:

Who can access dashboard information:


Access roll typeShould be able to see
Instance dashboard
Should be able to see
Global dashboard
ADMINISTRATORYESYES
IC_REGIONAL_MANAGER YES NO
IC_FACILITATOR  YES NO
IC_CALL_CENTER NO NO
IC_MODERATOR  NO NO
IC_HEAD_OFFICE_ADMIN_SUPERVISOR  YES YES
IC_HEAD_OFFICE_ADMIN  YES YES
IC_RECRUITER NO NO
IC_BRANCH_ADMIN  YES NO
IC_EMPLOYER NO NO
IC_SALES_DIRECTOR  YES YES
IC_CAMPUS_MANAGER  YES NO
IC_ASSESSOR  YES NO



How to filter for specific dates:

Some of the the reports can be limited to specific dates. 

If this is the case you would be able to specify the start and end dates. Click on Filter button.

Only data between these 2 dates will be used in the report.