Enrollment Dashboards

Dashboards in Slate provide a read-only display of important information directly on a record. For Enrollments, dashboards can help staff quickly review key enrollment details, checklist progress, academic term information, status values, assigned staff, and other data points that support advising, registration, onboarding, or student success workflows.

Create dashboards from Database → Dashboards. Dashboards can appear in different Slate locations. For record-based dashboards, a query pulls the data that appears, and the dashboard editor controls how that information is displayed.

Why use an enrollment dashboard?

An Enrollment dashboard helps users see important enrollment-specific information without selecting multiple tabs or related records. Common examples include:

• Academic year and academic term

• Enrollment status

• Program, population, or cohort

• Checklist completion

• Missing requirements

• Assigned advisor or staff member

• Important dates or deadlines

• Registration, orientation, or onboarding progress

Dashboards are especially helpful when staff need a quick snapshot of where a student stands in a specific Enrollment.

Creating the dashboard

1. Go to Database -> Dashboards.

2. Select New Dashboard.

3. Enter a short, descriptive name, such as:

   • Enrollment Snapshot

   • Enrollment Overview

   • Term Enrollment Dashboard

   • Student Enrollment Summary

4. For Type, select the Record option where the dashboard should appear.

5. For Base, select the Enrollment base available for your dashboard.

6. Select Save.

The dashboard record opens with two primary configuration areas: Edit Query and Edit Dashboard. Build the query first, then return to the dashboard editor to control the display.

Configuring the query

Use the Edit Query tab to choose the data that should be available to the dashboard.

Adding filters

Filters determine which record or related data the dashboard should use. For an Enrollment dashboard, filters can vary depending on the selected base and desired display.

For example, a dashboard can show information for the current Enrollment record, the related person record, or related checklist, material, or status information.

Adding exports

Exports become the merge fields that can be displayed on the dashboard.

Common Enrollment dashboard exports include:

When creating exports for use in the dashboard editor, rename them using simple, computer-friendly names: lowercase letters, no spaces, and only hyphens or underscores when needed. This approach makes exports easier to use as merge fields.

Designing the dashboard display

After configuring the query, return to the Edit Dashboard tab.

Use the source editor to add simple HTML and CSS. Merge fields appear on the right side of the editor and can be inserted into the dashboard layout.

A simple Enrollment dashboard can include cards for the student, term, and status.

Sample dashboard code

<style type="text/css">
  .enrollment-dashboard {
    font-family: Arial, sans-serif;
    display: flex;
    flex-wrap: wrap;
    gap: 12px;
    margin: 0;
    padding: 0;
  }

  .enrollment-card {
    border: 1px solid #d9e2ec;
    border-radius: 8px;
    padding: 14px;
    width: 220px;
    background: #ffffff;
    box-sizing: border-box;
  }

  .enrollment-label {
    font-size: 12px;
    font-weight: bold;
    color: #5f6f7f;
    text-transform: uppercase;
    letter-spacing: .04em;
    margin-bottom: 6px;
  }

  .enrollment-value {
    font-size: 18px;
    color: #1f2933;
    line-height: 1.3;
  }

  .enrollment-status {
    display: inline-block;
    padding: 4px 8px;
    border-radius: 999px;
    background: #e8f3fb;
    color: #00669e;
    font-weight: bold;
    font-size: 14px;
  }
</style>

<div class="enrollment-dashboard">

  <div class="enrollment-card">
    <div class="enrollment-label">Student</div>
    <div class="enrollment-value">{{student_name}}</div>
  </div>

  <div class="enrollment-card">
    <div class="enrollment-label">Academic Year</div>
    <div class="enrollment-value">{{academic_year}}</div>
  </div>

  <div class="enrollment-card">
    <div class="enrollment-label">Academic Term</div>
    <div class="enrollment-value">{{academic_term}}</div>
  </div>

  <div class="enrollment-card">
    <div class="enrollment-label">Enrollment Status</div>
    <div class="enrollment-value">
      <span class="enrollment-status">{{enrollment_status}}</span>
    </div>
  </div>

  <div class="enrollment-card">
    <div class="enrollment-label">Program</div>
    <div class="enrollment-value">{{program}}</div>
  </div>
</div>

✨ Slate AI tip

To use Slate AI while editing a dashboard, select Source, select inside the code block, and then select the Slate AI icon from the far-right menu.  You can ask Slate AI to adjust the layout, add buttons or tabs, create merge-field placeholders, or build simple data tables for your Enrollment dashboard.

For example, you might ask Slate AI to: "Create a clean Enrollment dashboard layout with cards for Academic Year, Academic Term, Enrollment Status, Checklist Progress, and Advisor. Include placeholders for merge fields. On each card, round the edges and make the title appear in blue."

Previewing the dashboard

Use Preview Dashboard to test the dashboard against an Enrollment record.

Review the dashboard to confirm that:

• The correct Enrollment record is being used.

• Merge fields display the expected values.

• Empty values are handled appropriately.

• The dashboard is easy to scan.

• The display is not overloaded with too much information.

A good dashboard should answer the question: What does a staff member need to know immediately when viewing this Enrollment?

Recommended practices

• Keep Enrollment dashboards simple. A dashboard should summarize the most important information, not replace the full record.

• Use clear labels so staff understand what each value means. For example, Academic Term is easier to understand than Term.

• Use computer-friendly export names. This makes the dashboard easier to build, troubleshoot, and update later.

• Avoid adding too many exports or complex joins unless they are necessary. Dashboards should load quickly and provide information at a glance.

• Use color or styling sparingly to highlight important statuses, missing requirements, or urgent next steps.