Custom Dashboards for Student Success

Updated 08 Mar 2024
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The term "Dashboard" is used widely throughout Slate to describe a customized display of data. This information is meant to highlight information for Student Success to be available at-a-glance and is read-only. Using some advanced liquid markup, further customization can be added, such as color-coded changes to data points to indicate level of severity.

Dashboards can be created to appear:

On the “Dashboard” tab of a person or dataset record.
Within an Inbox message.
While comparing two records within Consolidate Records.
Within Batch Acquire.

An example of a dashboard:

Creating a Dashboard

To create a new dashboard:

From the main navigation, select Database.
Under Records and Datasets, select Dashboards.
Click New Dashboard. A pop-up appears.
Configure the following settings:
Name: Enter a short, descriptive name, such as "Prospect Snapshot"
Type: Select a location in which the dashboard should appear. Options include:
Batch Acquire
Consolidate Records
First Draft
Inbox
Record (used in this example)
Research
Slate Voice
User
Base: Select the base on which the dashboard query should run. Available bases depend on the selected type. In this example, we've selected Person.
Click Save.

Tip
While dashboards can display any data point, be careful not to fill them with so much information that it detracts from quick digestion of high-level details. A simple test is to ask the question, “If the student walks into the office, what information would I need to know immediately?” Often, it’s only a handful of critical data points.

Creating the Query

Select the Edit Query tab within the Dashboard tool.
Select exports for the data to be displayed.
Double-click each export and give it a computer-friendly name (no spaces, lower case).

Editing the Dashboard

Choose the Edit Dashboard tab to change how the Dashboard will display.
Your exports from your query live on the right you can drag-and-drop them into your dashboard and add styling.
Apply CSS to the Source.
If desired, copy and paste the following code:
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<style type="text/css">.dash_table {display: flex; flex-flow: row wrap; justify-content: flex-start; align-content: flex-start; }
</style>
<style type="text/css">.dash_table > div { margin: 8px; padding: 15px; box-sizing: border-box; width: 175px; }
</style>
</head>
<body>
 <div class="dash_table">
<div style="border: 1px solid #ccc; padding: 10px; border-radius: 5px;">
<b>Major</b>
<div style="font-size: 1.25em; margin: 5px 0;">
{{major}}
</div>
</div>

Previewing the Dashboard

Preview the Dashboard in order to see how it will display on a given record.

Tip
Person Record Dashboards can also include iframes. Any embedded portal from an external system can appear dynamically on the record (i.e. Other Dashboards, Videos, Data Tables, etc.).

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What's Next

Creating a Custom Constituent Dashboard for Advancement

Table of contents

Creating a Dashboard
Creating the Query
Editing the Dashboard
Previewing the Dashboard