Managing Your Dashboard

The Dashboard provides a customizable overview of key information relevant to your role. You can add, remove, resize, and rearrange widgets to create a personalized workspace that displays the data most important to you.

Available Widgets

Depending on your role, you may have access to the following widgets:

• Funding Forms - View and manage funding form statistics
• Outstanding Invoices - Monitor invoice status and amounts
• Safeguarding - Track safeguarding concerns
• Upcoming Birthdays - See children’s upcoming birthdays
• Live Attendance - Real-time attendance overview by age group and room
• On Roll - Total children on roll, broken down by age

Entering Edit Mode

To customize your dashboard:

1. Click the Settings icon (⚙️) in the top-right corner of the dashboard
2. The dashboard will enter edit mode, showing additional controls

Adding Widgets

Once in edit mode:

1. Click the Plus icon (+) button
2. Select a widget from the dropdown menu
3. The widget will be added to your dashboard automatically

Removing Widgets

To remove a widget from your dashboard:

1. Enter edit mode by clicking the Settings icon
2. Click the red X button in the top-right corner of any widget
3. The widget will be removed immediately

Resizing Widgets

While in edit mode, you can resize widgets to better fit your needs:

1. Hover over the bottom-right corner of any widget
2. Click and drag the resize handle to adjust the widget’s dimensions
3. Widgets will automatically snap to the grid

Rearranging Widgets

To move widgets around your dashboard:

1. Enter edit mode
2. Click and drag any widget by its header
3. Drop the widget in your desired location
4. Other widgets will automatically reposition to accommodate the change

Saving Changes

When you’re finished customizing your dashboard:

1. Click the Save icon (💾) button
2. The dashboard will exit edit mode and your layout will be synced to your account