---
title: "Dashboards"
slug: "data-visualization-display-dashboards"
tags: ["Student Success", "Edit Dashboard"]
updated: 2026-02-26T23:46:59Z
published: 2026-02-26T23:46:59Z
canonical: "knowledge.technolutions.net/data-visualization-display-dashboards"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards for Student Success

[Custom Dashboards](https://player.vimeo.com/video/787681190?badge=0&autopause=0&player_id=0&app_id=58479)

Dashboards can be embedded in many Slate tools to display custom, read-only data for reading at a glance. Dashboards can be further customized with advanced [Liquid markup](/docs/advanced-liquid-markup). A classic example of this is using color-coded data points to indicate levels of severity.

Some example locations for a dashboard include:

- The Dashboard tab of a person or dataset record.
- An Inbox message.
- While comparing two records in Consolidate Records.
- When using Batch Acquire.

[![Example Dashboard - Advisor Snapshot](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16197493757851.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16197493757851.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)

*An example dashboard on a person record*

## Creating a Dashboard

To create a new dashboard:

1. Click **Database** on the Slate navigation bar. The **Database** page appears.
2. In the **Records and Datasets** section, select **Dashboards**. The **Dashboards** summary page appears.
3. Click **New Dashboard**. An **Edit Dashboard** popup appears.

[![Dashboard Editor](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16218401748635.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16218401748635.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)
4. Configure the following settings:
  - **Name:** Enter a short, descriptive name, such as "Advisor Snapshot" or "Student Success Dashboard."
  - **Type:** Select a location where 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 where the dashboard query should run. Available bases depend on the selected **Type**. In this example shows the Person base selected.

[![Create New Dashboard](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16219957608347.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16219957608347.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)
5. Click **Save**. The dashboard’s summary page appears.

## Editing a Dashboard

Two tabs are available: **Edit Dashboard** and **Edit Query**. Start by selecting the **Edit Query** tab.

### Edit Query Tab

Use the **Edit Query** tab to create a query to pull and dynamically display any data point from the database on the dashboard.

#### Filters

Use filters to select the attributes for records that will appear on the dashboard.

[![Example Filters](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16221295542811.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16221295542811.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)

*Sample filters for an advisor snapshot dashboard*

#### Exports

Select the exports that will appear on the dashboard.

For use in merge fields, rename each export to be computer-friendly (lowercase, no special characters except for hyphens and underscores).

> [!NOTE]
> 💡 Tip
> 
> Keep dashboards lean by using a simple test: “If the student walks into the office, what information would I need to know immediately?” Often, it’s only a handful of data points.

[![Example Exports and Joins](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16221661119003.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16221661119003.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)

*Sample exports and their associated joins for an advisor snapshot dashboard*

With the query configured, head back to the **Edit Dashboard** tab.

### Edit Dashboard Tab

Use the **Edit Dashboard** tab to craft the dashboard’s appearance. Merge fields appear on the right side of the page.

Open the source editor to add CSS and HTML styling to your dashboard.

> [!NOTE]
> 💡 Tip
> 
> Use [translation codes](/v1/docs/translation-codes) to assign color values to selected number ranges.

[![Edit dashboard tab](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16224431286939.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16224431286939.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)

### Sample code: Declared major

In the **Edit Query** tab, make an export for academic major and rename it “declared-major.”

Paste the following sample code in the source editor of your dashboard. It will render as a block that displays the person's academic major.

```xml
<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;">
        {{declared-major}}
        </div>
        </div>
```

Click **Preview Dashboard.** A **Preview Dashboard** popup appears.

Enter a name in the Record field and select a record. The dashboard element appears below as it would on that person's record.

> [!NOTE]
> 💡 Tip
> 
> Person Record Dashboards can also include iframe elements. Any embedded portal from an external system can appear dynamically on the record. This includes other dashboards, videos, data tables, and more.

[![Sample Dashboard - Declared Major](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16229049040795.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16229049040795.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A12%3A16Z&se=2026-11-09T12%3A12%3A16Z&sr=c&sp=r&sig=RIFx85kRvyBdFA48R7CMadsk%2BW1rF4O81xP3Iihmu1k%3D)

*Sample dashboard element provided in this example*

## Related

- [Advanced Liquid Markup](/advanced-liquid-markup.md)