Navigating the Dashboard

After logging in to your CSU Transfer Planner account, you land on the Dashboard, which includes an overview of your student pool, their statuses, and access to CSU Transfer Planner's various tools. You'll be given access to the default dashboard. If you want to customize your dashboard, you can use the Reporting feature. There are four main areas of the Dashboard:

1. Navigation Menu: access the available features in CSU Transfer Planner. You can expand and collapse the Navigation Menu by clicking the top icon.
2. Dashboard: quickly view charts about your student pool.
3. Pencil icon: add, edit, and rearrange the charts on your Dashboard.
4. Settings Menu, Help Menu, and My Account Menu: manage users and Roles, access the Configuration Portal, access the CSU Transfer Planner Help Center, and update your account profile (respectively).