Custom views can be created, saved and shared to save any criteria and filters applied for future use. Column and Layout settings may also be defined, and the custom view may be set for private use or shared for use amongst others. They can also be set as the user's default view.

A custom view or dashboard in SEAtS can provide a tailored and comprehensive view of the data most relevant to the user. This helps users quickly identify trends, patterns, and insights without sifting through irrelevant data. Custom views can be easily customised using extensive filtering and SmartTags for tracking specific student cohorts.

For example, a tutor can use a custom dashboard to track engagement amongst students from their tutor groups, and set it as their default so they can quickly identify any students who are struggling.

Permissions

Ability to view or create custom views is controlled by Access Profile Permissions, with the ability to configure public and private views split across two different permissions.

📝 Note: The ability to create public views should be restricted to super users as the SEAtS Standard view can be overwritten with this permission enabled.

Define Criteria

Define the criteria for your dashboard by applying filters in the teaching hierarchy, date range and additional filter options within the filter pane.

Save Custom View

    1. Click the disk Save Custom View icon
    2. Give your view a Name
    3. Choose whether to save column settings by ticking the Save Column Settings checkbox
    4. Choose to Save Filter Settings to keep the search criteria the same
    5. Choose to Save Date Range already applied, or leave blank to clear the date range for future use
    6. Choose whether to Save Layout that has been applied
    7. Select the default chart, or whether to hide charts in future
    8. Define the Access:

    - Public — others can view the custom view; only admins can edit - Private — only the creator can view and edit the custom view

      • Use Set As My Default to set the custom view as default so it appears first when you log into SEAtS

      Access Custom View

      Click on the name of the current view in the top left corner of the screen. A pane will open listing other available views. Private views are listed under My Views; public views are listed under Shared Views. Click the view name to load it.

      Deleting a Custom View

      Click the bin Delete View icon next to the view name to delete a custom view.

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