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Configuring Retention Dashboard Reports

The Dashboard page provides an at-a-glance view of analytics and a to-do or task list for the current user.

The Dashboard will display three Reports to the User. Dashboard Reports are configured in the Student Success Center Preferences
Configure SSC Dashboard Reports

  1. Navigate to Reports.
  2. Create a New Report Folder.

Note: The Report Folder Name MUST be prefaced with SSC to display in the Configuration window.

  1. Name the folder with a Prefix of SSC
  2. Create 3 different reports with report charts.

Note: The report must be configured with a report Chart, or it will not render correctly.

  1. To set a Report Title or any other Report Chart Options that you would like to appear for each chart in the Student Success Center:

  • Customize your SSC ReportA
  • Select Edit Chart just above the Report Chart (in the top right)
  • Select the Formatting tab
  • Add Chart Title and other options - such as Data Labels

retention setting dashboard

For more information on Adding a Report Chart to a Report, see Salesforce's Help and Training: Add a Chart to a Report.

 

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