What is on the Administrator dashboard?
The dashboard gives an at-a-glance overview of your business. There are many different panels that provide information on this dashboard:
Dashboard Content | Definition |
Did you know? | Displays our top tips that help you with getting the most out of TutorCruncher. |
Activity Feed | Shows the activity feed for your company. |
My Activity Feed | Shows the activity relevant to you and the clients you manage. |
Tasks | Shows any tasks that are due today or late. |
My Tasks | Shows tasks assigned to you that are due today or late. |
Available Jobs | Shows the most recently created Jobs that are Available for Application with the client and number of bids. |
My Available Jobs | Shows the most recently created Jobs that are Available for Application associated with you as a client manager with the client and number of bids. |
Active Jobs | Shows the most recently updated jobs and their details. |
My Active Jobs | Shows the most recently updated jobs associated with you as a client manager and their details. |
Upcoming Lessons | Shows the next upcoming planned lessons and their details. |
My Upcoming Lessons | Shows the next upcoming planned lessons associated with you as a client manager and their details. |
Recent Lessons | Shows the most recent lessons and their details. |
My Recent Lessons | Shows the most recent lessons associated with you as a client manager and their details, updated every 15 minutes |
Unpaid Invoices | Shows the oldest unpaid invoices in the last 6 months and their details, updated every 15 minutes. |
My Unpaid Invoices | Shows the oldest unpaid invoices associated with you as a client manager with the client in the last 6 months and their details. |
New lessons and jobs graph | Displays a graph of new lesson hours and jobs over the past year, updated every 15 minutes. |
Raised invoices and credit request graph | Displays a graph of raised invoices and credit requests in the past 12 months, updated every 15 minutes. |
Client Analytics | Displays analytics about recently created clients with a list of the most recently created and 'a count of received enquiries. |
Tutor Analytics | Displays analytics about recently created tutors with a list of the most recently created and 'a count of tutors invited for an interview. |
Can I customise my dashboard?
Yes, you can! To customise your dashboard navigate to People > Administrators and click on the relevant profile. You can then find the button “Configure Dashboard” on the toolbar. Alternatively, when logged in, you can click in the top-right corner of your screen and select 'Account'.
To edit the panels on your dashboard simply move the sections from the right side into the left to show them on the Dashboard. If a section has half-width, then you should put it beside another half-width panel to prevent blank space.
Can I remove panels from my dashboard/reset my dashboard?
Yes, simply move a panel to the right-hand column to have it not show up on your dashboard. If at any time you wish to reset your dashboard to the default, simply click 'Reset Dashboard' on the Configure Dashboard page.
What is a Custom Dashboard Panel?
You can add a Custom Dashboard panel to your admin dashboard to show a filtered list of activity that goes on inside TutorCruncher. For instance, you may want to have a Dashboard panel that shows you all activity relating to tutors, such as tutor profile creation or editing.
How can I create custom dashboard panels?
You can create a custom dashboard panel by going to your profile and clicking 'Customise Dashboard' or clicking the cog next to 'Dashboard' in the menu. Once you are there you'll be able to see a list of your current dashboard panels, along with a button at the top of the list of panels for 'Add custom panel'. Once there, you'll be able to choose from a list of Actions that you want to be displayed on your dashboard in the Custom Panel.
What do 'templates' mean in the Custom Dashboard panel?
We've given you some default templates to use for the actions that we think you may want to display in your custom dashboard panel. For instance, if you choose 'Activity to do with Lessons', we'll show you all of the activity that is to do with lessons. Adding, editing, deleting a lesson, and marking it as complete are just a few examples.
Why are there no tasks being displayed on my dashboard?
The tasks that are shown on the dashboard are ones that are overdue, or due on today's date. Future tasks will not be displayed here.