Create and Edit Dashboards

While on the Coach View home page, create a dashboard by clicking on the "Add Dashboard" button in the upper left corner.

cv-adddashbutton.png

Then type a name for your dashboard into the field labeled "Untitled Dashboard."

name-dashboard.png

Next, select a course from which to find users for your dashboard. This is a necessary step, because the learning content varies from course to course, meaning each dashboard can only contain students from one course.

cv-select-course.png

Next, search for users using the form on the left. You can search by individual user information (User ID, Name, Email) or you can search by date of enrollment into the course, Wave names, Business Unit, etc. A minimum of one field needs to be filled in for you to search for a user or users. Enter your criteria then click the "search" button.

Search for Users

The search results will appear in the middle section. Clicking the checkbox next to any user that appears will add them to the "Selected Users" window on the right. If you wish to remove a user in this window, simply uncheck the box next to their name or click the "X" next to their name on the right.

cv-select-users.png

When you have selected a given cohort of students, click "Create Dashboard" in the top right of the screen.

Create Dashboard

Editing or Deleting a Dashboard

To edit the users in a dashboard after it has been created, simply click the circle with three dots next to the dashboard name. This will present you with two options: Edit Dashboard, and Delete Dashboard, as seen below:

Edit or Delete Dashboard

You can also edit dashboards from the "Home" screen (accessed by clicking the house icon in the top left corner of the screen) by clicking the same icon:

edit-dash-home.png

Clicking "Edit Dashboard" will take you back to the Search for Users step, where you can find and add additional students, or click the "X" next to selected users to remove them from the dashboard.

When you are finished editing, click the "Save Dashboard" button in the top right corner of the screen.

cv-edit-users.png

Was this helpful?