The dashboard application in Motionsoft’s club management software platform is the first page a user sees when successfully logging into 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, the dashboard can be opened by clicking on the dashboard icon or the company logo.
Dashboard view showing data analytics tab and some example reports.
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.
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 showing the reports available to place on the tab. The available reports are based on security level (see below for more details). The Add Panels tab can be searched based on title or sorted in a variety of ways.
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 employee security level than the panel has set in security, the user will not see the report available to choose. Additionally, if a user already had a report set up on a tab, increasing the security above the user threshold will remove the report from the user’s 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 the user 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 display.
By clicking the gear icon on the selected tab, a number of options will appear.
- Add Panels – Opens ‘Add Panels’ screen to add reports and graphs.
- Change Layout – Dictates number of columns shown in the tab (1 recommended).
- Rename Tab – Enter custom name for the selected tab.
- Remove Tab – Removes tab from dashboard. Must have one tab on Dashboard.
Additionally, the order in which tabs appear on the data analytics screen can be changed by clicking and dragging a tab left or right.
Panels are the graphs and reports that show within a tab. Once added to a tab using the gear icon from the tab, panels have their own options to choose from. These can be accessed by clicking the gear icon in the top right-hand corner of each panel
- Edit – This allows changes to the data being presented in the panel, with the options varying 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 which is being shown.
- Rename – Allows the panel to be renamed.
- Remove – Removes panel from tab.
Like tabs, panels can be moved within their tabs by clicking toward the top of the panel and dragging it to its new destination.
The Motionsoft news section is an area used by Motionsoft staff to alert users to important information regarding your software. This includes new release information, maintenance alerts, and feature announcements among other materials to keep users informed of upcoming changes.
When the Motionsoft news tab is updated with an important announcement, all users will see this tab first when they log in. Any subsequent log in will then default back to the Data Analytics tab.