Exploring Existing Dashboards - Lightning

Updated 8 months ago by Charlotte Klein

The Cristo Rey National Office has created some standard dashboards to help your team members view multiple related reports at once. To see these existing dashboards, follow the steps below.

  1. Find the Dashboards tab in either the CWSP Surveys or CWSP Time Cards app.
  1. Click on All Dashboards.
You will also find any custom dashboards created by you or your team members under All Dashboards. Standard CRNO dashboards can be determined by the "Created By" user.

Available Dashboards

Explore the existing dashboards by clicking on each dashboard name. Be sure to hit the "Refresh" button to see the most up-to-date data.

Errors and Missing Information: displays reports that highlight records with missing or incorrect information.

  • "Supervisors without Email or Account": Current or future employments whose supervisors (primary or alternate) are missing an email address and/or associated account. Any records displayed in this report must be fixed immediately to prevent time cards from being blocked.
  • "Orphaned Missed Days" and "Orphaned Time Cards": Missed days with missing employment, student, or term names and time cards with missing employment, student, or partner names. Records should be fixed if possible - older records are not as immediately concerning, but orphaned time cards or missed days for newer dates might block the "Time Cards by Date" page from loading on those dates and may also not appear in important related lists.
  • "Employments with Inactive Account Owner": Employments whose account owner is not an active Salesforce user. Current or future employment records must be fixed immediately, since "Follow Up Requested" tasks cannot be assigned to an inactive user and will cause errors if the supervisor selects the "Follow Up Requested" box.
  • "# of Current Employments per Student": Sum of current employments per student. Most students will have just one current employment, so any sum above one should be investigated in case duplicate time cards, missed days, and/or surveys are being inadvertently created.

Home Dashboard: displays actionable information relating to recent time cards and time card statistics. Also appears on "Home" tab in CWSP Time Cards app.

  • "Unsubmitted Time Cards - Last 7 Days": Time cards not submitted by students. Shows time cards whose "Date Worked" spans the past seven days (not including today's date).
  • "7 Day Rating Avg": Rating average from time cards whose "Date Worked" spans the past seven days. Only includes time cards that have a 1-5 rating (i.e. must have been submitted by the supervisor).
  • "7 Day Student Submission %": Percent of time cards submitted by students. Shows time cards whose "Date Worked" spans the past seven days (not including today's date).
  • "Recent Low Ratings": Time cards that have received a rating of 1 or 2 - most recent on top.
  • "Recent Follow-Ups Requested": Time cards that have been flagged by the supervisor as needing a follow up - most recent on top.
  • "Recent High Ratings": Time cards that have received a rating of 5 - most recent on top.

Partner Engagement: displays metrics indicating partner engagement and satisfaction.

  • "Accounts with Lowest Average Ratings": Rating averages by account - lowest on top.
  • "Accounts with Highest Average Ratings": Rating averages by account - highest on top.
  • "Student Submission Rate": Percent of time cards submitted by students this school year.
  • "Supervisor Completion Rate": Percent of time cards completed by supervisors (only includes time cards that were first completed by students).
  • "Supervisor Comment Rate": Percent of time cards completed and commented on by supervisors (only includes time cards that were first completed by students).
  • "Average Time Card Rating": Rating average from time cards from this school year.
  • "Supervisors with Low TC Completion": Percent of time cards completed by individual supervisors, least responsive on top. The supervisor records for this report are pulled from time cards and not the students' employments.

Student Performance: displays metrics indicating student engagement, performance, and progress. Some reports overlap those included in the home dashboard.

  • "Students with Low TC Submission": Percent of time cards completed by students, least compliant on top.
  • "Time Card Rating Averages by Grade": Rating averages by students' class years.
  • "Recent Low Ratings": Time cards that have received a rating of 1 or 2 - most recent on top.
  • "Recent Follow-Ups Requested": Time cards that have been flagged by the supervisor as needing a follow up - most recent on top.
  • "Daily Rating Averages": Rating averages by date worked over the past seven days.
  • "Top Performers": Rating averages by student - highest on top.
  • "Rating Distribution": Distribution of time card ratings.

Survey Statistics: displays actionable information relating to Student Support and Client Satisfaction Surveys. Also appears on "Home" tab in CWSP Surveys app. Replaced Survey Stats report, which has been deprecated.

  • "Number of Entries by Letter Grade": Student Support report that indicates record count of each "recommended grade" received by students.
  • "Students with Low Grades": Student Support report that displays students who have received Fs (0-1 thresholds met), Ds (2 thresholds met), and Cs (3 thresholds met) - lowest grades on top.
  • "Survey Entry Grades by Class Year": Student Support report that shows associated letter grades as a percent of total entries received per class year.
  • "Avg Awareness", "Avg Performance", "Avg Skill", "Overall CRCP Average": Client Satisfaction reports that show survey averages in each of the four overall domains.
  • "Accounts with Highest Averages": Client Satisfaction report that shows College Ready & Career Prepared averages by account - highest averages on top.
  • "Percent of Surveys Completed" - Percent of surveys with at least one related completed entry.
  • "Accounts with Lowest Averages": Client Satisfaction report that shows College Ready & Career Prepared averages by account - lowest averages on top.


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