Club Dashboards
Dashboard view showing Data Analytics tab and example reports.
The Dashboard Application in Motionsoft’s Club Management Software Platform is the first page you see when you log in to your club’s Member Portal. The Dashboard consists of an Informational Sidebar, the Data Analytics tab, and the Motionsoft News tab. After navigating to another area of the program, you can open the Dashboard by clicking on the Dashboard icon or the company logo.
The Data Analytics tab allows users to view reports with data pulled from various areas of the software. Examples of this data include check-in information, activity usage, member counts, and financial information. The first time Data Analytics is opened, the “Add Panels” screen will appear to add your first report panel to the tab.
Viewing Reports
View reports of data pulled from various areas by clicking on the Data Analytics tab. Examples of this data include check-in information, activity usage, member counts, and financial information. The first time that you open the Data Analytics tab, the Add Panels screen will appear. This is where you can add your first report panel to the tab.
The Data Analytics dashboard is set up per user. Each user will see their own selected dashboard reports on all workstations.
Graphs and reports called panels are displayed and organized in tabs under the Data Analytics section of the Dashboard. If a selected tab is empty, the Add Panels screen will display the reports available to place on the tab. The available reports are viewable based on your security level (see below for more details). You can search the Add Panels tab based on title or choose to sort them in a variety of ways.
Dashboard Security
The panels available to add to a tab are based on the security level for each individual panel (as set up in the New Security area in Member Management). If a user has a lower security level than the threshold assigned in a panel’s security settings, the user will not be able to view or choose the report. Additionally, if a user previously set up a report on a tab, increasing the security above that user’s threshold will remove the report from his or her Dashboard.
Security Settings for the Dashboard are found in Member Management > Setup > System Settings > Security tab.
Tabs and Panels
Tabs are collections of panels that you can set up and organize as desired. The number, position, and panels shown within the tab are all customizable.
To add a new tab to the Data Analytics section, click on the new tab button.
As soon as a new tab is added, the Add Panels screen will be displayed.
By clicking the Gear icon on the selected tab, a number of options will appear.
- Add Panels: opens Add Panels screen, allowing users to add reports and graphs.
- Change Layout: dictates the number of columns shown in the tab (1 recommended).
- Rename Tab: allows users to enter a custom name for the selected tab.
- Remove Tab: removes tab from the Dashboard. Users must always have at least one tab on the Dashboard.
Additionally, you can change the order in which tabs appear on the Data Analytics screen by clicking and dragging a tab to the left or right.
Panels are the graphs and reports that are displayed within a tab. Once you add a panel to a tab using the Gear icon, you may choose from several panel options. You can access these options by clicking the Gear icon in the top right-hand corner of each panel.
- Edit: allows you to change the data being presented in the panel. Options vary based on which panel is being edited. For instance, a Member Count panel could be edited to select Active vs All members or the Facility that is being displayed. (Is this supposed to be “or” or “of”– either works grammatically, so I can’t tell)
- Rename: allows you to rename the panel.
- Remove: allows you to remove the panel from the tab.
Like tabs, panels can be moved within a tab by clicking the top of the panel and dragging it to its new destination.
Motionsoft News
The Motionsoft News section will alert you and your staff to important information regarding your software. This includes new release information, maintenance alerts, feature announcements, and other similar informational materials.
When the Motionsoft News tab is updated with an important announcement, all users will see this tab first when they log in. Any subsequent login will then default back to the Data Analytics tab.
