Overview

You can configure the widgets on the Admin dashboard, in the right bar of courses, learning paths, groups, and the right panel of the main dashboard by adding, removing, reordering widgets.

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.

Existing customers who are using the old dashboard design can upgrade to the new dashboard design by visiting the Admin/Portal/User view area and enabling the option under New Dashboard. Please note that all sites will be automatically upgraded to use the new dashboard design at the end of August, at which point the old design will no longer be available.

New-style dashboard

The new 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.

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 "Custom 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 courses 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.

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.

Old-style dashboard

Administrators can configure the Admin dashboard by adding, removing, and rearranging widgets. 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 in the upper-right side of the main 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 theicon 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.

Right panel widgets

Right panel widgets can be configured only by full administrators since the changes are seen by every user on the site. To start configuring the widgets, click the "Edit widgets" button in 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.

If you remove all the widgets from the right panel then it will be automatically hidden.

Course widgets

Instructors and administrators can configure the widgets on the dashboard and the right bar of the course by adding, removing, and re-ordering its widgets.

Course dashboard widgets

Before you edit the course dashboard, make sure that the Dashboard is enabled via the course's Admin/Basics/Start page area.

To start configuring the dashboard, go to the course and click the "Edit widgets" button on the upper-right side of the course landing page.

Select "Instructor center panel" or "Learner center panel" from the pop-up.

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

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

You can use drag-and-drop to reorder widgets on the dashboard.

When you finished configuring the widgets, click Save.

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

You can select between daily, weekly, and monthly views for most widgets, and you can change the chart type. To change the view, click the icon on the widget and then select the view.

Configuring the banner widget

If you have enabled the learner dashboard for the course and set it as the landing page, you will able to add a banner widget.

This is useful for displaying instructions and/or announcements.

 To add the dashboard banner, click the "Edit widgets" button in the upper right.

Select "Instructor center panel" or "Learner center panel" from the pop-up.

The editor will open, and you can drag-and-drop the banner widget to the top of the dashboard.

After the banner is added, click Save.

Once the dashboard layout is saved, you can edit the banner to add slides with text, images, and call-to-action buttons.

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 and add filters. 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.

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

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.

Please note that the banner widget shows up in the dashboard editor and works as follows:

Configuring right bar widgets

The widgets of the course right bar can be configured by course instructors and administrators. Please note that if you customize the widgets for a specific course, it won't affect other courses. If you copy a course that has a custom widget configuration, the copy of the course will also have that custom configuration.

To start configuring widgets, go to the course and click the "Edit widgets" button on the upper-right side of the course landing page. 

A pop-up will open where you can select which view you want to edit before going to the widget editor. When editing course widgets, you can select between the Instructor and Learner view.

After selecting the view, 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 bar using drag-and-drop.

To remove a widget from the right bar, 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.

If you remove all the widgets from the right panel, then the panel will be automatically hidden.

Learning path widgets

Path administrators can configure the right bar of the path landing page by adding, removing, and re-ordering its widgets. Note that if you customize the widgets for a specific learning path, it won't affect other paths. If you copy a learning path that has custom widget configuration, the copy of the path will also have that custom configuration.

To start configuring widgets, go to the learning path and click the "Edit widgets" button in the upper-right side of the path's landing page. 

A pop-up will open where you can select which view you want to edit before going to the widget editor. When editing learning path widgets, you can select between the Admin and Learner view.

After selecting the view, 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 bar using drag-and-drop.

To remove a widget from the right bar 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.

Group widgets

Group administrators can configure the right bar of the group landing page. The changes will be seen by every user in the group. Note that if you customize the widgets for a specific group, it won't affect other groups.

To start configuring widgets, go to the group and click the "Edit widgets" button in the upper-right side of the group's landing page. 

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 bar using drag-and-drop.

To remove a widget from the right bar 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.

If you remove all the widgets from the right panel then it will be automatically hidden.

Custom report widgets

You can add report widgets to center and right panels on the admin dashboard and on the course dashboard and also to the right panel of learning paths and groups. 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 you 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.

Adding HTML widgets

You can create your own widgets that have custom HTML and you can add them to right and center panels. You can create and use as many HTML widgets as you'd like. 

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

To add a name to the widget, click on Settings from the dropdown.

Add a name and select if you want the widget to be minimizable, then click Save.

When adding HTML widgets to the right bar of the main dashboard, you can also define the user categories who will see the widget.

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 bar, click the Delete option from the dropdown.