--- title: "Dashboards" slug: "data-visualization-display-dashboards" tags: ["Student Success", "Edit Dashboard"] updated: 2026-02-26T23:46:59Z published: 2026-02-26T23:46:59Z --- > ## 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)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16197493757851.png) *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)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16218401748635.png) 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)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16219957608347.png) 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)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16221295542811.png) *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)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16221661119003.png) *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)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16224431286939.png) ### 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                                                        
       
       Major        
       {{declared-major}}        
       
``` 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)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/16229049040795.png) *Sample dashboard element provided in this example* ## Related - [Advanced Liquid Markup](/advanced-liquid-markup.md)