The Admin Dashboard

Modified on Thu, Jul 18 at 4:01 PM


This article is about the admin dashboard. The admin dashboard is a customizable analytics and data reporting center and the navigation hub for the admin website. 

Note: Elements presented and available on the dashboard vary depending on the roles assigned to the admin user.

A General Overview

The horizontal navigation menu at the top of the page allows easy access to the main sections of the admin website (sections available are determined by roles and permissions assigned to you). In this example, you can see that this admin user has Reports, Members, and Settings available to access:


When you initially come to the dashboard, you will see the default view, which includes a variety of tiles. Using the drop-down selector in the upper-right, you can customize your own dashboard that contains the tiles and data that are most important to you, or you can go to the coaching dashboard if you have the coaching role assigned:


A customized dashboard page contains nine different reporting tile options for you to add to your page; each tile can be set for a specific date range and filtered by portal and group:

  1. Logins by gender–Displays the total number of member logins.
  2. Added Members—Displays total number of members who have been added.
  3. Registered Members—Displays total number of members who have registered.
  4. Courses by start—Displays the total number of courses started.
  5. Courses by completion—Displays the total number of courses completed.
  6. Testimonials—Displays up to the five most recent testimonials from members.
  7. Appointments by Status—Displays member appointments as completed, missed, or pending.
  8. Coaches—Displays lead coaches and the total number of members assigned to them. (Note: No specific member information is available without PII enabled for your account.)
  9. Tasks—Displays tasks in the portal by status (pending, completed, or canceled).

The tiles display reporting data based on the previous 30 days by default; you can click the expansion arrow in the upper right corner of any of the tiles to view more detailed data related to the tile topic:



When you have clicked into a tile, you can view data in a bar graph over a time range that you select, for a portal and/or group that you select.

Here is an example, using the “Courses” tile:

  1. Select either “Last” or “This”; if you select “Last,” you can choose the time range in steps 2 and 3; if you select “This,” you can simply select day, week, month, or year.
  2. If you selected “Last” in step 1, choose the range of time you want to view data for by entering a number that applies to the time period you choose in step 3.
  3. Choose the time period that is applied to the number in step 2.
  4. Choose from any portals and groups you have access to.

After you’ve set the report for the time and portal/groups, click the GO button. Now you can view the data in the graph and, beneath it, listed in numerical form in the “Report Details” table.

Customizing the Dashboard

You can choose the default dashboard, which will automatically include all four widgets, or you can customize and name a new dashboard to your liking by clicking the CREATE button in the "Customize your own dashboard" option from the dropdown in the upper right:


Selecting and Customizing Widgets for the Dashboard

Name the dashboard and choose the widgets you want to add from the list on the right side by clicking the corresponding "ADD" button:


After adding the widgets you want to include on the dashboard, you can edit the parameters of the data included in the specific tiles:


Editing a Tile

  1. Add a title for the tile.
  2. Choose the range of time for data collection represented in the tile.
  3. Choose from any portals and groups available to you.

Once you have edited the dashboard to your liking, simply save it and it will be added to the list that appears in the dropdown options whenever you come to the dashboard:


After you've saved your dashboard, you can add more and you can edit, rename, copy, and delete any existing custom dashboards with the menu in the upper right:


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