Dashboard

By default, the Dashboard menu is considered the landing page or main page of your site once you're logged in, but this can be configured based on your preferences, e.g. making the Student Search screen the landing page.

For quick access, the Dashboard menu can include the following sections:

  • ACTION LIST - links to important functions to access in the system depending on the user's permission level

  • REPORT BUILDER REPORTS - access to saved reports

  • REQUEST LIST - requests created by the logged-in user/account

  • INTEGRATION ALERTS - system-integrations important notifications, e.g. SMS Account Balance

  • COMMUNICATION EVENT LIST - communications/emails that the user has created or has access to view

Throughout your use of Paradigm, it's important to be aware of two major sections on this page that are particularly useful:

  1. Side Menus - The menus listed are specific to the record you are working with. It's worth noting that FULL ADMIN users can configure these menus.

  2. Top Bar Menus - For now, it's worth focusing on three menus in this section:

Do you want to display your report in the Dashboard? Enhance dashboard functionality by quickly accessing vital information through report integration. Follow this guide: How to Display Your Report in the Dashboard Menu for step-by-step instructions on adding reports to your dashboard.

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