How It Works
Prominently displayed on the Dashboard are the Program-Level tabs. Use those tabs to quickly navigate to specific features and lists.
- Programs – Click to head back to your Programs page.
- Program Setup
Click to view the Applications List, keeping in mind that it will pick up whichever filter you used last. If the last Applications List you looked at was the list of Undecided Applications, for example, clicking on the Applications tab will return you to that list with that filter.
Click to view the Scoring Report
Click to view the Financial Report
Click to view the Reporting Report
Click to generate custom reports or to export your data. See Data Tab for more information.
Click to update the Program settings or content, manually close the Program, add Reporting periods, etc.
How To Set It Up
Dashboard content comes standard with each program. Click the Edit Dashboard Items link to change what is displayed on the Dashboard. If you check the box to show an additional Custom Status or the Financial section, you may need to refresh the page to show the charts properly.