Lesson #1 - The Executive Dashboard

The first lesson in this Learning Series, Supervisors and Managers, is designed to get you familiar with using the Executive Dashboard as a manager.  You may wish to review the articles in the Jackrabbit Basics category if you are just getting started with Jackrabbit.

• Jackrabbit Basics Category

Jackrabbit's Activity Calendar is designed to streamline your scheduling process, providing a centralized solution for managing activities with greater efficiency and clarity across your organization.

• Manage your classes, events, and appointments in one place, which helps you organize your operations and prevent scheduling conflicts.
• Avoid double-booking with a clear view of activities and real-time staff availability, saving time and reducing errors.
• Customize your calendar with filters and flexible views, including side-by-side or stacked, and options to display by week, day, room, instructor, or in an agenda format.
  
  

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Activity Calendar Settings

The ability to edit the Activity Calendar settings is controlled by the Activity Calendar Settings User Permission (Activity Calendar category). This permission is automatically granted to Users with the roles of Owner and/or Manager/Director and can be granted to other Users by your system administrator.

Access the Activity Calendar settings from the calendar header.

• Expanded header - select the Gear icon.
• Collapsed header - select the More Options iconand choose the Calendar Settings option.

The settings are organized into two sections: Calendar Preferences and Display Options.

Calendar Preferences

Use the calendar preference settings to customize the time range (start time and end time), displayed days of the week and the starting day for Week View, and the default time increment for the calendar (15, 30, or 60 minutes).

Display Options

Select your Default Calendar View (see Calendar View Options below) and use the Default Card Density settings to control the amount of information included in activity cards and how they are laid out on the calendar.

You can adjust the calendar view and density directly from the Activity Calendar using the options in the calendar header, but they will revert to the selections made in your calendar settings.

• Switch Calendar View
  • Expanded header - use the drop-downto select the calendar view. 
  • Collapsed header - select the Switch Calendar View icon. The icon changes to reflect the current view and may be one of  (Week),  (Day),  (Agenda),  (Room), or  (Instructor).
    
    
• Switch Card Density
  • Each card density option in the calendar header is represented by a different icon. Use the icons to switch between card densities.
    

Get to Know Your Activity Calendar

The Activity Calendar is divided into three sections: the calendar header, the left sidebar, and the calendar body.

Click on the image to view it in full size in a new window.

Calendar Header

When first loaded, the Activity Calendar displays with the calendar header expanded.

Use the image and legend below to get to know your way around the header. Click on the image to view it in full size in a new window.

1. The Hide/Show Sidebar icon controls the left sidebar, which includes the mini calendar and filter options. When the sidebar is collapsed, a badge displays the number of currently selected filters.
2. Refresh the calendar body.
3. The Expand/Collapse Header icon controls the calendar header.
4. Access the Classic Calendar.
5. Quick navigation options.
6. Select a date for the calendar display.
7. Access the Calendar Settings.
8. Print the Activity Calendar.
9. Coming Soon - Add an activity to the calendar!
10. The currently selected filters are displayed when the header is expanded.
11. Use the Switch Card Density icon to change how your activity cards display in the calendar body. To control the amount of information shown in the activity cards, choose from side-by-side, stacked, and comfortable or compact options.
12. Select your calendar view from these options: Week, Day, Agenda, Room, or Instructor.

Left Sidebar - Mini Calendar and Filters

When first loaded, the Activity Calendar displays with the left sidebar open to show the mini calendar and filter options. It can be hidden entirely using the Hide/Show Sidebar icon in the calendar header.

Use the mini calendar to navigate to another date and adjust the calendar display.

Filters

The Activity Calendar offers many filters to tailor your view. Filters are divided into three categories: Classes, Events, and Appts (Coming Soon!). Use the arrow  next to each filter in the left sidebar to open a filter drawer and select from the list of available filter choices.

• The filter options section shows the number of activities that match the selected filters and are currently visible in the calendar body.
• Each filter category will display a badge with the number of filters that have been applied.
• Filters that are in use will display a badge with the number of filter choices selected. The filters will also be displayed in the expanded calendar header, with an option to clear them individually.

Watch a quick tutorial (0:39) about filters

Save Filter Groups

The ability to add, update, or delete saved filter groups is controlled by the Activity Calendar Saved Filter Groups User Permission (Activity Calendar category). This permission is automatically granted to Users with the roles of Owner and/or Manager/Director and can be granted to other Users by your system administrator.

To save your favorite filters to quickly access them each time you visit the Activity Calendar: 

1. Select Save Filter Groups on the left sidebar to open the Save Filter Group window.
   • Enter a Filter Group Name.
   • Select the Save As Default Filter Group checkbox to set the currently selected filters as your default filter group. The default filter group loads automatically each time you access the Activity Calendar.
   • Clear the Save As Private Filter Group checkbox to share the filter group with other Jackrabbit Users in your organization.
2. Select Save when finished.

Use Manage Saved Filter Groups in the Saved Filter Groups drop-down to remove your default or delete a saved filter group.

Calendar Body

The calendar body is your main workspace. To maximize this space, hide the left sidebar and collapse the calendar header.

Click on the image to view it in full size in a new window.

• The activity cards are color coded using the Category 1 color assignments you select in your General Settings.
• Activities without a specified start time, end time, or both are treated as all-day activities and will appear at the top of the calendar body.
• The calendar active days, start day, and time increments are controlled by your Activity Calendar Settings.
• Hover over an activity card for a snapshot that displays a summary of the information for the activity, including openings, current size, max size, number of waitlisted students, future enrolls and drops, and more.
  
  
  
  
• Click on an activity card to view more detailed information with links to Student, Instructor, and Class/Event records.
  
  
  
  
• Double-click on an activity to open the Class/Event record in a new browser tab.

Calendar View Options (Week, Day, Agenda, Room, and Instructor)

The Activity Calendar offers several different views: Week, Day, Agenda, Room, and Instructor.

Week

Use the Week View of the Activity Calendar to display a full week of activities.

To view the calendar in Week View, select Week from the drop-down menu in the expanded calendar header or use the Switch Calendar View icon in the collapsed calendar header to select Week . Note: The Switch Calendar View icon changes to reflect the current view and may be one of  (Day),  (Agenda), (Room), or (Instructor).

To set Week View as the default for your Activity Calendar, click the Gear icon in the expanded calendar header or select the More Options iconand choose the Calendar Settings option in the collapsed header. In the Display Options, set your Default Calendar View to Week.

Click on the image to view it in full size in a new window.

• The Weekly View calendar using stacked card density (both comfortable and compact) can be printed using the Print Calendar option from the More Options icon.

Day

Use the Day View of the Activity Calendar to focus on the activities for a specific date. It will default to the current date.

To view the calendar in Day View, select Day from the drop-down menu in the expanded calendar header or use the Switch Calendar View icon in the collapsed calendar header to select Day. Note: The Switch Calendar View icon changes to reflect the current view and may be one of  (Week),  (Agenda), (Room), or (Instructor).

Click on the image to view it in full size in a new window.

• A horizontal red line across the calendar indicates the current time.
• The Day View calendar using stacked card density (both comfortable and compact) can be printed using the Print Calendar option from the More Options icon.

Agenda

For a streamlined, organized overview, use the Agenda View of the Activity Calendar to list all classes and events for a specific day chronologically. It will default to the current date.

To view the calendar in Agenda View, select Agenda from the drop-down menu in the expanded calendar header or use the Switch Calendar View icon in the collapsed calendar header to select Agenda. Note: The Switch Calendar View icon changes to reflect the current view and may be one of  (Week), (Day),  (Room), or  (Instructor).

Click on the image to view it in full size in a new window.

• Agenda View displays the current activity size and its max size for each activity.
• Hover over any activity for a snapshot of its details.
• Click on an activity to view more detailed information with links to Student, Instructor, and Class/Event records.
• Print the Agenda View calendar by selecting the Print Calendar option from the More Options icon.

Room

Use the Room View of the Activity Calendar to see a single day's activity schedule by room (it defaults to the current date).

To view the calendar in Room View, select Room from the drop-down menu in the expanded calendar header or use the Switch Calendar View icon in the collapsed calendar header to select Room. Note: The Switch Calendar View icon changes to reflect the current view and may be one of  (Week),  (Day),  (Agenda), or  (Instructor).

Click on the image to view it in full size in a new window.

• Room View defaults to include rooms without any activity. Toggle off the Include Rooms with No Activity filter to hide those rooms.
• Rooms without activity will display an orange alert badge .
• A horizontal red line across the calendar indicates the current time.
• Any activity that has not been assigned a room will be displayed in a No Room Assigned column. Click the activity card to quickly navigate to the activity record, where you can assign a room.
• The Room View calendar using stacked card density (both comfortable and compact) can be printed using the Print Calendar option from the More Options icon.

Instructor

Instructor View displays each instructor's classes and events, availability, and time off. It clearly indicates when substitute instructors are assigned. This view helps staff easily identify when instructors are available, assigned to an activity, or substituting for another instructor, allowing for more efficient planning and scheduling.

To view the calendar in Instructor View, select Instructor from the drop-down menu in the expanded calendar header or use the Switch Calendar View icon in the collapsed calendar header to select Instructor. Note: The Switch Calendar View icon changes to reflect the current view and may be one of  (Week),  (Day),  (Agenda), or  (Room).

Click on the image to view it in full size in a new window.

• Instructors are displayed in alphabetical order by last name.
• By default, the calendar excludes instructors without scheduled activities. To include them, slide the Include Instructors with No Activity toggle on.
• An orange alert badge  indicates instructors without any activities.
• Use the Class Instructor filter in the left sidebar to select a specific instructor or group of instructors to display.
• The calendar displays staff availability in white, while scheduled time off is highlighted in the color chosen in your Staff Availability Settings. When no availability has been entered for a staff person, the time blocks will be highlighted with grey zebra stripes.
• Activity cards for classes with substitute instructors display a visual cue (instructor icon and zebra stripe) that a substitute is present in both the original instructor’s and the substitute instructor’s columns. 
• The Instructor View calendar using stacked card density (both comfortable and compact) can be printed using the Print Calendar option from the More Options icon.

The Alerts widget on the Executive Dashboard delivers timely notifications on vital information and provides convenient access to related reports at your fingertips.

• Stay ahead of the game with real-time alerts that enable you to respond quickly to changing situations.
•  Delight customers by addressing their needs promptly with insights from the alerts.
• Anticipate and address potential problems before they escalate, thanks to early warnings provided by the alerts.
  
  

Widget Wisdom - Understand and Interact

There are sixteen alerts, split into two categories: actionable and informative. Actionable alerts are displayed by default.

• Actionable Alerts - You or your staff can clear actionable alerts by - you guessed it - taking action. For example, to resolve the Waitlists for Classes with Openings alert, click the alert to open the corresponding Waitlists with Openings report. From there, you can access the class record and enroll students from the waitlist, reducing the number of openings reflected in the alert. 
  
  
• Informative Alerts - These alerts, such as 4+ Absences in the last 30 days, remain active and continually update to keep you in the loop rather than disappearing.

The Alerts widget offers various interactive components. Some provide a deeper dive into your data, while others enable customization of your Executive Dashboard display.

	Collapse or expand the widget.
	To switch the display to show informative alerts while viewing actionable alerts, click the View Informative link.
	Use the Move Widget icon to drag and drop the widget anywhere on your Executive Dashboard to customize your view. Your chosen layout will be retained each time you visit.
	The alert filters can be used to switch between Critical Alerts (red = action needed) and No Alerts (green = no action needed). The numbers shown indicate how many actionable alerts require attention and how many do not.
	By default, all actionable alerts are displayed. Each critical alert indicates the number of items that require attention, e.g., four classes that didn't have attendance taken through the Staff Portal. No alerts will always show zero. Click on an alert to open the corresponding report.
	When applying an alert filter (#4 above),  use the View All or Reset options to change your display.
	To switch the display to show actionable alerts while viewing informative alerts, click the View Actionable link.
	All informative alerts. Each alert indicates the number of instances related to its subject, e.g., five scheduled tasks set to occur in the next 30 days. Click on an alert to open the corresponding report.

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Actionable Alerts (8)

Waitlists for Classes With Openings 

The Waistlists for Classes with Openings alert will display a green circle with a zero if there are currently no openings available for waitlisted students. When one or more openings are available in classes with waitlisted students, the alert with display a red circle and show the number of openings.

Click the Waitlists for Classes with Openings alert to open the Waitlists with Openings report. Users with the necessary permissions can access the Class record through a link in the report. From there, they can navigate to the Waitlist tab and enroll students into the class, thereby reducing the number of openings reflected in the alert.

The alert will return to a green circle with a zero when all openings have been filled.

 Click here to learn more about managing class waitlists

Incomplete Time Entries 

If there are currently no time entries without an out-time, the Incomplete Time Entries alert will display a green circle showing zero. When there are one or more time entries without an out-time, the alert will display a red circle and show the number of incomplete time entries.

Click the Incomplete Time Entries alert to open the Incomplete Time Entries report. Users with the necessary permissions can then apply an out-time to the entries, thereby reducing the number of time entries without an out-time.

The alert will return to a green circle with a zero when all time entries have been completed.

 Click here to learn more about Incomplete Time Entries

Classes Past End Date To Archive

This alert displays the number of classes that have passed their end date as a reminder to archive them.

When there are currently no classes with end dates in the past, the Classes Past End Date to Archive alert will display a green circle showing zero. When there are one or more classes that have ended, the alert will display a red circle and show the number of classes that can be archived.

Note: This alert does not include classes with no end date or classes with the current date as their end date.

Click the Classes Past End Date to Archive alert to open the Search Classes report filtered for classes that have ended. Users with the necessary permissions can use the link provided to go to the Class record and archive the class. Classes may also be archived in mass based on your selected criteria (Classes menu > Archive Classes).

The alert will return to a green circle with a zero when all classes past their end date have been archived.

Items at or below Re-Order Alert Qty

When there are no store items that need to be re-ordered, the Items at or below Re-Order Alert Qty alert will display a green circle showing zero. When there are one or more store items that need to be ordered, the alert will display a red circle and show the number of items with stock below the re-order quantity.

Click the Items at or below Re-Order Alert Qty alert to open the Re-Order Alert Quantity report listing the store items to order. 

Once the orders for the items are received and a User with the necessary permissions has updated the item records so that the Qty on Hand field exceeds the Re-Order Alert Qty field, the alert will return to a green circle with a zero.

  Click here to learn more about working with store items

Classes with Incomplete Staff Portal Attendance (yesterday)

This alert is regarding the previous day's classes (yesterday). Address attendance not completed by an instructor in the Staff Portal while it is still fresh in their minds!

If all classes from the previous day had complete attendance recorded through the Staff Portal, the alert for Classes with Incomplete Staff Portal Attendance (yesterday) will show a green circle with zero. When one or more classes need to have attendance completed for yesterday, the alert will display a red circle and show the number of classes that need attention.

Click the Classes with Incomplete Staff Portal Attendance (yesterday) alert link to view the Incomplete Time Entries page for the previous day. Users with the right permissions can use the Portal Msg link next to a class to create a Staff Portal login message to remind the instructor to complete attendance for the class. The instructor will see the message when they next log into their portal. If you are set up for text messaging in Jackrabbit, there will also be a link to text the instructor.

Note: If you are not using the Attendance feature and would like to remove this alert, go to the Staff menu > Staff Portal > Portal Settings > Features (section) and remove the check mark next to Attendance. Save Changes. Be advised that with this change, you will no longer be able to take attendance in the Staff Portal.

 Click here to learn more about taking attendance in the Staff Portal

Active Staff Certifications Due & Active Staff Certifications Overdue

These two alerts highlight active staff members who have certifications that are either overdue or coming due within 30 days. 

If all staff members are current on their certifications, the alerts for Active Staff Certifications Due (30 Days) and Active Staff Certifications Overdue will show a green circle with zero. When one or more staff members need to update a certification, the alerts will display a red circle and show the number of certifications that need to be updated.

Click the Active Staff Certifications Due (30 Days) or Active Staff Certifications Overdue alert link to open the Staff Certifications page pre-filtered for those certifications that need attention.

Once all certifications are updated, the alerts will return to a green circle with a zero.

  Click here to learn more about working with Staff Certifications

Yardstik Process Alert

This alert notifies you when a staff member's screening process has progressed in the workflow. 

If no screenings are in progress, the Yardstick Process alert will show a green circle with zero. If one or more screenings are in progress and have changed status, the alert will display a red circle and show the number of screenings that need attention.

Click the Yardstick Process alert to open the Active Staff page, where they can manage the screenings that are in progress.

  Click here to learn more about working with Yardstik

Informative Alerts (8)

2-3 Absences in last 14 days 

To be included in this alert, students must have 2-3 absences in the same class in the last 14 days. However, when a User with the right permissions clicks the alert link, the resulting report will include all of that student's absences in the 14-day period. 

Example:

If a student was absent once from Jazz and once from Acro within the last 14 days, they wouldn't be part of the alert. However, they would be included if the student had missed Jazz class twice during that period. Clicking the alert link will lead to a report showing all four of the student's absences.

The alert will display the count of students with 2-3 absences from the same class within 14 days in a gray circle.

If your organization tracks absences, the alert link will open the Absences-Makeups report.

If your organization tracks attendance, the alert will open the Student Attendance report. 

4+ Absences in last 30 days

To be included in this alert, students must have 4+ absences in the same class in the last 30 days. However, when a User with the right permissions clicks the alert link, the resulting report will include all of that student's absences in the 30-day period. 

Example: 

If a student was absent twice from Jazz and twice from Acro within the last 30 days, they wouldn't be part of the alert. However, they would be included if the student had missed Jazz class four times during that period. Clicking the alert link will lead to a report showing all eight of the student's absences.

The alert will display the count of students with 4+ absences from the same class within 30 days in a gray circle.

If your organization tracks absences, the alert link will open the Absences-Makeups report.

If your organization tracks attendance, the alert will open the Student Attendance report. 

Scheduled Trials

This alert highlights the number of trial enrollments that are scheduled in a gray circle.

Click the Scheduled Trials alert to open the Enroll History report criteria selection page, which is pre-filtered for Enrollment Type = Trial.

Scheduled Tasks next 30 days

This alert highlights, in a gray circle, the number of scheduled tasks that will be executed within the next 30 days.

Click the Scheduled Tasks next 30 days alert to open the Task Management page.

Birthdays (Active) next X days  & Birthdays (Not Active) next X days

Recognizing a student's birthday not only adds a personalized touch but also strengthens your bond with them, ultimately enriching their overall experience. The Birthdays (Active) next X days and Birthdays (Not Active) next X days alerts are like friendly reminders, giving staff time to prepare and make birthday celebrations extra special. The alerts will display the number of birthdays occurring during the specified time frame in a gray circle.

The number of days (X) in this alert is customized in the Dashboard Settings on the Executive Dashboard.

1. At the top right of the Executive Dashboard, click Dashboard Settings.
   
   
   
2. On the left menu, select Birthdays to scroll to that section of the settings.
3. Enter the number of days you want to watch for upcoming birthdays.
    
   

Scheduled Emails

The Scheduled Emails alert highlights the number of emails that are scheduled in a gray circle.

Click the Scheduled Emails alert to open the Scheduled Emails report, where they can preview, edit, or cancel emails that have been scheduled to be sent later. 

 Click here to learn how to Schedule an Email to be Sent at a Later Time

Substitutes next 30 days

This alert displays the number of records for substitution dates in the next 30 days that are marked Assign Later in a gray circle. This indicates that a substitute still needs to be found for the class and assigned on the Instructor tab of the Class record.

Click the Substitutes next 30 days alert to open the Substitutes report filtered for the next 30 days; this filter can be cleared to view all substitutes. 

 Click here to learn more about the Substitutes feature

Bar charts in the Revenue Summary widget display revenue information visually. The revenue amount on the charts is total revenue after discounts and refunds have been subtracted. It includes taxes.

• Gain quick insight into the financial health of your business.
• Make informed decisions based on historical revenue trends.
• Track the financial performance of your facility over time.
  
  

Widget Wisdom - Understand and Interact

The Revenue Summary widget offers two different views of your earnings over time, giving you options to analyze data in a way that suits you best. This flexibility makes decision-making easier and more personalized.

Current vs Prior Years Revenue

The Current vs Prior Years Revenue chart is a visual representation of your revenue for the current year and two previous calendar years. It is displayed by default.

• Hover over a bar to see the month, year, and dollar amount.
• Click any year at the bottom of the chart to hide that year's revenue data. Click on a hidden year to show it again.

12-Month Trailing Revenue

The 12-Month Trailing Revenue chart is a visual representation of your revenue over the past 12 months, updated regularly as each month passes. 

• Select 12-Month Trailing Revenue to switch to that view.
• Hover over a bar in the chart to see the month, year, and dollar amount.

Use the Move Widget icon to drag and drop the widget anywhere on your Executive Dashboard to customize your view. Your chosen layout will be retained each time you visit. Collapse or expand the widget using theor next to Revenue Summary.

Use the To Do Tasks widget on the Executive Dashboard to assign tasks to any staff member with a Jackrabbit User ID.

• Improve operational efficiency by effectively managing tasks.
• Ensure that staff are aware of upcoming tasks and deadlines.
• Track task completion and any overdue tasks for all staff in one place.
  
  

Use the Move Widget icon to drag and drop the widget anywhere on your Executive Dashboard to customize your view. Your chosen layout will be retained each time you visit. Collapse or expand the widget using theor next to To Do Tasks.

Add and Assign a Task

1. In the To Do Tasks widget, click Add Task.
2. Complete the information in the Add Task window:
   • Enter the Task Name and Due Date. 
   • Click the Assign To drop-down menu and use the checkboxes to select one or more Jackrabbit Users to whom you want to assign the task. Use the Assign to All Users checkbox to assign the task to all Users in your system. 
   • Add Notes if needed.
3. Click Add. The task will now be displayed in the widget under either Assigned to Me or Assigned to Others.
   
   

View Tasks

 By default, the To Do Tasks widget displays incomplete Tasks. It shows up to five tasks assigned to you and up to five tasks assigned to others.

Use the options at the bottom of the widget to view more tasks. 

• Click All Tasks at the bottom of the To Do Tasks widget to view all incomplete tasks. Optionally, sort and filter the tasks by those assigned to you and those assigned to others. A link is provided to switch the view to completed tasks. 

• Click Completed Tasks at the bottom of the widget to view all tasks that have been marked completed. A link is provided to hide the completed tasks and switch back to all tasks.

Mark a Task Complete

There are two ways to mark a task complete and move it from the All Tasks (incomplete) section to the Completed Tasks section.

• Select the empty circle to the left of a task name to mark it complete.
• Click on a task to open the Edit Task window. Select the Mark Completed checkbox and click Save. 

Edit or Delete a Task

To modify or delete an incomplete task, click on the task to open the Edit Task window. Make any required adjustments, and then either click Save to preserve the changes or select Delete to remove the task entirely.

The Aged Accounts widget on the Executive Dashboard provides a breakdown of all of your customers' unpaid fees divided into time buckets (aka aging groups) for 0-30 days, 31-60 days, 61-90 days, and >90 days. Fees begin to age from their transaction date. 

• View overall account performance at a glance.
• Prioritize collection efforts.
• Strengthen customer relationships; engage proactively with customers who may be experiencing difficulties.
  
  

Customize Your Aged Accounts Widget

For a quick visual of your family accounts' overall health, the time buckets in the Aged Accounts widget feature indicators that change color once the dollar amount exceeds a predefined threshold.

The indicator colors are the same as traffic lights, making the meanings easy to understand and remember:

• Green means the amount in the time bucket is acceptable.
• Yellow is a warning that the amount in the time bucket is more than what is acceptable and may need attention.
• Red means the amount in the time bucket is at a problem level and needs attention.

Define your thresholds using the Dashboard Settings button on the Executive Dashboard.

Establish a threshold amount for each time bucket. Once exceeded, it will trigger a change in the color indicator. Base the thresholds on your organization's risk tolerance and cash flow requirements. The color coding serves as a signal for when collection efforts may become necessary.

• If the amount in the time bucket is less than or equal to the green threshold, the indicator will be green. 
• If the amount in the time bucket is greater than the green threshold but less than the yellow threshold, the indicator will be yellow. 
• If the amount in the time bucket is equal to or greater than the yellow threshold, the indicator will be red.

Note: The 0 - 30 Days Old time bucket cannot be color-coded as it is considered current; the indicator will always be white.

Widget Wisdom - Understand and Interact

The Aged Accounts widget offers various interactive components. Some provide a deeper dive into your data, while others enable customization of your Executive Dashboard display.

	Collapse or expand the widget.
	Use the Move Widget icon to drag and drop the widget anywhere on your Executive Dashboard to customize your view. Your chosen layout will be retained each time you visit.
	The Total Outstanding is the sum of all unpaid fees in the time buckets. Note: The time buckets only include family accounts with a balance of $1 or more. Click on Total Outstanding to open the Aged Accounts Summary report, which lists all unpaid fees by family broken out into time buckets.
	The Balance (incl. Credits) is the sum of all of your family account balances. It includes fees with a future date and unapplied credits. Click on Balance (incl. Credits) to open the Aged Accounts (Balance incl. Credits) report, which breaks down unpaid fees, unapplied credits, and balances by family.
	The total in each time bucket shows the combined amount of unpaid fees in that age group for family accounts with a balance of $1 or more. This might not be the exact amount owed on the family accounts (balances), as it depends on whether there are any unapplied credits. The sum of all unpaid fees on an account, less any unapplied credits, will equal the family balance. Click on any xx - xx Days Old time bucket to open the Aged Accounts report, which is filtered to display all families with unpaid fees in that time bucket and a balance of $1 or more. Any other fees those families owe are also shown in the appropriate time bucket, along with their balance
	Refresh Aged Accounts to update the figures for any activity that may have occurred since the last refresh, e.g., an ePayments batch.

It is important to note that improper linking of fees and payments will affect these aging totals. If a fee has been paid but a payment has not been linked to it, the fee will be included in the Aged Account totals because Jackrabbit still sees the fee as unpaid. See Fee Linking Explained for more information.

The Key Metrics widget on the Executive Dashboard offers a quick view of enrollment and registration information. Each metric links to a detailed report.

• Identify areas that need attention at a glance.
• Get instant insights into enrollment and registration trends.
• Make informed decisions with detailed linked reports.
  
  

Customize Your Key Metrics Widget

To customize Key Metrics, click the Dashboard Settings button at the top of the Executive Dashboard.

The Dashboard Settings have three sections related to the Key Metrics: Enrollments, Drops, and Registrations.

Enrollments & Drops

Each of the Enrollment Total, Enrollment Percentage, and Total Drops in the last X days metrics are accompanied by an icon that provides a visual indication of the degree of attention required. The icons are controlled by your defined thresholds, i.e., your tolerance levels.

The icon colors are the same as traffic lights, making the meanings easy to understand and remember:

• Green means the metric is meeting your goal.
• Yellow is a warning that the metric value is outside the desired range.
• Red means the metric has reached a problem level and needs attention.

Use the Green and Yellow fields to define your thresholds. The icons will change to red based on their relationship to the yellow number (< less than or > greater than).

Use the Total Drops in Last X days field to define the number of days included in the Total Drops in Last X days Key Metric.

For Enrollment Total and Enrollment Percentage:

• A green icon displays if the value is equal to or above the green threshold.
• A yellow icon displays if the value is equal to or above the yellow threshold but below the green threshold.
• A red icon displays if the value is below the yellow threshold.

For Total Drops in Last X days:

• A green icon displays if the value is equal to or below the green threshold.
• A yellow icon displays if the value is above the green threshold but below the yellow threshold.
• A red icon displays if the value is equal to or above the yellow threshold.
  

Registrations

Use the Last X Days field to define the number of days to include in the Portal Enrollments last X days, Online Registrations, and Class Registrations to be Processed Key Metrics.

Use the Display Registration Type, Display Registration Status, and Display Registration Source checkboxes to choose what registration types, statuses, and sources should be included in the Portal Enrollments last X days, Online Registrations, and Class Registrations to be Processed Key Metrics.

Widget Wisdom - Understand and Interact

The Key Metric widget offers various interactive components. Some provide a deeper dive into your data, while others enable customization of your Executive Dashboard display.

• Click on any metric to open the corresponding report; for example, click on Active Families of ## to open the List Active Families report or select the Class Registrations to be processed metric to open the Process Class Registrations report.

  Your choices in the Dashboard Settings filter the reports you access through the Executive Dashboard. For example, if you set the Total Drops in the Last X days to 10, clicking on the Total Drops last 10 days metric will show a report reflecting drops from the last 10 days.

• Hover over the Enrollments metric to reveal two links:
  • View Enrollments opens the Enrollment Snapshot 1 report.
  • View Category 1 Chart opens a chart showing Category 1 enrollments.
    
    
    
• Collapse or expand the widget using theor next to Key Metrics.
• Use the Move Widget icon to drag and drop the widget anywhere on your Executive Dashboard to customize your view. Your chosen layout will be retained each time you visit.     

The Internal Announcements widget on the Executive Dashboard allows you to share information with your Jackrabbit Users. These announcements are visible to Users when they visit the Executive Dashboard. 

• Share messages with your Users, similar to posting notes on a bulletin board.
• Help your Users remember important information; they'll see your announcements every time they visit the Executive Dashboard.
• Encourage your team with fun and uplifting quotes or images.
  
  

Use the Move Widget icon to drag and drop the widget anywhere on your Executive Dashboard to customize your view. Your chosen layout will be retained each time you visit. Collapse or expand the widget using theor next to Internal Announcements.

Add or Edit an Announcement

1. On the Executive Dashboard, click the Add or Edit button in the Internal Announcements widget to open the Announcements editor.
   
   
   
   
2. Enter the text of your announcement.
   
    
   • Use the formatting tools in the editor window to add images, insert links, format fonts, and more.
   • The Announcements editor has an 8,000-character limit. A counter at the bottom right of the window shows how many characters you have used.
3. Click Save.

Note: You can also access the Announcements editor by going to the Gear icon > Settings > General > Dashboard Announcements (left menu) > Edit Announcements.

Delete an Announcement

1. Click the Edit button in the Internal Announcements widget to open the Announcements editor.
2. Highlight the body of the announcement and use the Delete or Backspace key on your keyboard to delete it.
3. Click Save.

When you have worked through all of the articles outlined in the lesson, select the Take the Quiz button to be taken to the Lesson #1 Quiz where you can test your understanding of the concepts in this lesson.  You will be asked to enter an email address for quiz results to be sent. The quiz includes Review questions.

Quiz #1 - The Executive Dashboard

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