Overview

The new streamlined home dashboard design replaces the old Home/Teaching, Home/Enrolled, Home/Completed, Home/Awards, Home/Groups, Home/Compliance, Home/Archived, and Home/Mastery tabs with a single unified Home/Dashboard landing page that has customizable widgets for all that information.

The Home dashboard contains three main sections: the banner widget, the courses widget, and the section containing other widgets, including custom report widgets that can be configured by the site administrator.

Configuring the Home dashboard

Administrators can edit the layout of the dashboard by adding, removing, and rearranging widgets. To configure the dashboard, click the "Edit widgets" button in the upper right.

Then select "Center panel".

The widget editor will open, which allows you to reorder widgets as well as add/remove widgets from the "Available widgets" area.

After configuring the layout of the dashboard, click Save. Also, here you can discard the changes by clicking Cancel or reset to the default layout by clicking the Reset button.

If you don't want to see specific widgets, you can hide them from your view by clicking the three dots in the upper-right corner of the widget then selecting Hide.

All the hidden widgets will appear in the "Hidden widgets" section of the right bar. To add them back to the dashboard, click on their icon.

Configuring the banner widget

The banner widget sits at the top of the Home/Dashboard area by default, and it can contain slides with text, images, and call-to-action buttons.

If the widget is configured to show banners as a slide show, you can stop it by clicking the Pause icon.

Once paused, you can start it once again by clicking the Start icon.

To change the content of the banner widget, click on its Edit icon.

The Editor will open, where you can see all the slides in the left bar, the widget setting, and the preview of the widget.

In the Slides are, you can add, reorder, hide, and remove slides. To add a new slide, click on the "Add slide" button.

A pop-up will open, where you can select between the "Text+Picture" and the "Custome HTML" slides.

If you select "Text+Picture", you can easily add the content using the Editor on the left side of the page. Here you can add the heading and content, select the text and background colors, add an image, and an optional button with a link. Please note that if you don't add the button text and link, it won't be displayed on the banner.

You can also add visibility filters if you don't want to show the banner to specific users or groups of users. Visit the Filters topic to learn more about defining filers.

Once the slide is configured, click on Back. The changes will be automatically saved.

If you select "Custom HTML" when adding the new slide, you can use our built-in HTML editor to create its content. When you finished the slide, click Save.

You can change the order of slides in the widget by using drag-and-drop.

To hide or delete a slide, hover over it, then click the cog icon.

If a slide is hidden, you can display it by clicking its Show option.

In the Setting area, you can enter the title of the banner widget, and you can define the autoplay speed. To disable the autoplay, select "Don't autoplay" from the dropdown.

When you finished configuring the banner widget, close the editor, and the changes will be saved automatically.

If you customize the Home dashboard banner widget content, a Reset icon is displayed that allows you to quickly reset it to the default content again.

Courses widget

The courses widget has multiple tabs that offer a preview of the courses you are enrolled in, the courses you are teaching, and if you have any archived and completed courses. Please note that course widget tabs are different for different user types.

By default, the widget only shows a preview of a couple of courses in each tab. You can navigate the preview by clicking the arrows in the upper-right corner.

The see all the courses in a tab, click on the three dots in the upper-right corner of the widget, then select Maximize.

You can collapse the maximized widget by clicking the Minimize option.

From the course widget, you can add courses, enroll in courses, and visit the course Catalog by clicking the three dots and selecting the appropriate options.

You can access the "Templates" link from the courses widget that will take you directly to the Courses/List/Templates area.

You can also switch the Teaching and Enrolled tabs of the Courses widget to list mode. Please note that if you are teaching or you are enrolled in more than 20 courses then the list mode is always selected so your dashboard loads quickly.

The list view offers more details about the courses, such as the number of learners, grades, and more. Please note that the "To score" numbers link directly to the "Assessments/To score" area in the course.

Custom report widgets

You can add report widgets to the home dashboard. Please note that you can only attach widgets to scheduled reports that return a chart. To add a report widget, go to the dashboard and click the edit widgets button.

Select the center panel.

Click on the report widget in the "Available widgets" area and drag it over to the dashboard.

To associate the widget with a custom report, click on the three dots and select Report.

A pop-up will open where you can select one of your scheduled custom chart reports.

The selected report will be added to the dashboard. The data will be refreshed every time the report runs, based on the defined schedule.

If you want to change the title of the report or you want to delete it, click on the three dots.

You can add as many report widgets as you want. When you finished adding the widgets, click Save.

To learn more about creating custom reports, please visit the Reports topic.

Configuring the Admin dashboard

Administrators can configure the Admin dashboard by adding, removing, and rearranging widgets. To see the admin dashboard, click Home from the left bar, then visit the Admin tab.

The widgets show important information about courses, learners, e-commerce, enrollments, and more. The widget data is cached, and it's renewed every 24 hours by default. At the bottom of a dashboard is displayed how old the data is, and you can click the icon to force-refresh the data.

To configure dashboard widgets, click the "Edit widgets" button on the upper-right side of the Admin dashboard.

Then select "Center panel".

The widget editor will open, which allows you to reorder widgets as well as add/remove widgets from/to the "Available widgets" list. To change the order of the widgets, move them into their new position using drag-and-drop.

To add new widgets, move them from the "Available widgets" area to the center panel using drag-and-drop.

To remove a widget from the right panel, click on its icon and select Delete or move the widget to the "Available widgets" area using drag-and-drop.

When you finished configuring the widgets, click Save.

If you want to discard the changes you made, click on Cancel.

If you edit a custom widget arrangement, you can reset it back to the initial defaults by clicking the Reset option.

You can select between 7 days, 4 weeks, and 6 months view for most widgets. To change the view, click the icon on the widget and then select the view.

Many widgets also allow you to change the chart style. The default chart style is "Spline", and you can change it to Column, Area, and Pie.

Configuring right panel widgets

Site administrators can configure the right panel of the main dashboard by adding, removing, and re-ordering its widgets. Please note that only full administrators can edit the main right panel widgets since any change to the widgets is seen by every user on the site. 

To start configuring right panel widgets, click the "Edit widgets" button on the upper-right side of the main dashboard.

Then click "Right panel".

The widget editor will open, which allows you to reorder widgets as well as add/remove widgets from/to the "Available widgets" list. To change the order of the widgets, move them into their new position using drag-and-drop.

To add new widgets, move them from the "Available widgets" area to the right panel using drag-and-drop.

To remove a widget from the right panel, click on its icon and select Delete or move the widget to the "Available widgets" area using drag-and-drop.

When you finished configuring the widgets, click Save.

If you want to discard the changes you made, click on Cancel.

If you edit a custom widget arrangement, you can reset it back to the initial defaults by clicking the Reset option.

HTML widgets

HTML widgets are special because you can add as many of them as you like.

To start configuring the HTML widget, click on its icon.

To add a name to the widget and configure its visibility, click on Settings from the dropdown.

Add a name, define the user categories who will see the widget, and select if you want it to be minimizable, then click Save.

To add content to the widget, click on Editor.

You can use the HTML editor to build the content of the widget, then click Save.

To delete an HTML widget from the right panel, click the Delete option from the dropdown.

Custom report widgets

You can add report widgets to the admin dashboard, both on the center and right panel. Please note that you can only attach widgets to scheduled reports that return a chart. To add a report widget, go to the dashboard and click the edit widgets button.

Select where you want to add the report widget, on the center panel or on the right panel.

Click on the report widget in the "Available widgets" area and drag it over to the dashboard.

To associate the widget with a custom report, click on and select Report.

A pop-up will open where you can select one of your scheduled custom chart reports.

The selected report will be added to the dashboard. The data will be refreshed every time the report runs, based on the defined schedule.

If you want to change the title of the report or you want to delete it, click on.

You can add as many report widgets as you want.

When you finished adding the widgets, click Save.

To learn more about creating custom reports, please visit the Reports topic.

Configuring the dashboard

In the Admin/Dashboard area, Administrators can configure the dashboard to display an overview of the course catalog as well as the content that is displayed if a learner/instructor is not enrolled/teaching any courses.

Settings

In the Settings area, you can choose to include the item description on the dashboard tiles.

If you enable this option, the short description of groups, courses, and learning paths will be displayed on their dashboard tiles.

In the Settings area, you can also select if you want to display a logo of the user's organization in the upper-right hand of their dashboard.

Enrollments

To change the default content that is displayed when a learner is not enrolled in any courses, click Edit. 

Teaching

To change the default content that is displayed when an instructor is not teaching any courses, click Edit. 

Groups

To change the default content that is displayed when a user is not a member of any group, click Edit.