---
title: Dashboard overview
category: reporting
order: 1
lastUpdated: 2026-06-08
featureAvailability: GA
roles: [admin, district-admin, facilitator]
navigationPath: Reports → Dashboard  •  Home (admin)
relatedArticles: [reporting/intervention-trends, reporting/school-rollups, reporting/exports]
---

## At a glance

- **Who uses it:** Everyone with reporting access — admins at home, district admins at a glance, facilitators sizing up their day.
- **Purpose:** Snapshot of platform activity tuned to your role.

## What's on it

The dashboard is composed of counter cards and small charts. What you see depends on your role:

### Admin (school)

- **Active cases.**
- **Cases opened this week / month.**
- **Cases closed this week / month.**
- **Average days to first intervention.**
- **Average days to closure.**
- **Caseload by facilitator.**
- **Needs attention** — students currently flagged.
- **Stale referrals** — referrals sitting in the inbox > 5 days.

### District admin

- All of the above, summed across schools.
- **Per-school comparison** sparkline.
- Link out to [School rollups](/help/reporting/school-rollups) for the deep view.

### Facilitator

- **My active caseload.**
- **Due today / overdue follow-ups.**
- **Recent activity** on my cases.
- **New referrals assigned to me** in the last 7 days.

[SCREENSHOT: dashboard-admin-overview]
_Reports → Dashboard for a school admin with active caseload, recent activity, and the facilitator workload table visible._

## Step-by-step

### Drill into a counter

Click any counter card. You land on the underlying list (e.g. the **Needs attention** card opens the students list pre-filtered).

### Change the window

The default window is 30 days. Use the toggle at the top to swap to 7, 30, 90 days, or the school year to date.

## Tips & best practices

- Make the dashboard your sign-in landing — most admins live here for the first 60 seconds of the day.
- If a counter looks wrong, click into it before raising — the drill-down usually clarifies.

## Related articles

- [Intervention trends](/help/reporting/intervention-trends)
- [School rollups](/help/reporting/school-rollups)
- [Exporting data](/help/reporting/exports)

## FAQ

**Why don't the numbers exactly match a report I exported?**
The dashboard refreshes on a short cache. After a major change (status flip, large import), give it a minute and reload.

**Can I customize which cards appear?**
Not today. Cards are role-tuned; layout is fixed. Saved views (on the report pages) cover most customization needs.