Using the School Dashboard

Use the dashboard to review high-level school activity and open common workflows.

For School administrators, Accountants, Teachers. Updated 2026-08-01.

Overview

The dashboard is the first page after sign-in. It summarizes available school activity and provides shortcuts into enabled modules. A card only reflects records already entered in its source module, so complete setup and data entry before relying on totals.

Before you start

Steps

  1. Open Dashboard from the sidebar
  2. Review the summary cards
  3. Select a card or sidebar item to open its detailed module

Common problems

A dashboard total is zero or missing

Open the related module and confirm that records exist for the current academic period and that the feature is enabled.

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