The District Analytics screen provides a centralized, interactive dashboard environment for creating, viewing, and managing district-level analytics. Users can explore data through custom dashboards built with AI-assisted queries and visualizations, allowing for real-time analysis of student, academic, attendance, discipline, and other district data. Depending on user permissions, dashboards can be viewed only or fully created and edited, including organizing content, generating charts, and applying interactive filters to support data-driven decision-making across the district.
Users can create new organizational categories within District Analytics. Categories are used to group related dashboards, helping keep analytics content structured, organized, and easy to navigate. Once a category is created, users can add subcategories and dashboards underneath it to build a clear hierarchy for reporting and data analysis.
1. In the Reports menu, click District Analytics.
2. Click the green plus sign (addition icon) and select New Category.
3. Enter the Category name and click OK.
The new category displays under Dashboards.
4. Click the green plus sign (addition icon) to create a New Dashboard or New Subcategory that are filed under the main category created; in this case, Attendance Analytics.
a. Click New Subcategory to add a new subcategory under the selected category, such as Attendance Analytics.
i. Enter the Category name and click OK.
5. Click the pencil icon to rename the selected category.
a. Enter the New category name and click OK.
6. Click the x icon to delete the category.
a. In the confirmation pop-up window, click Yes to delete the category and all attached dashboards and/or subcategories.
Deleting categories and subcategories will delete all attached subcategories and dashboards.
You can follow the steps above to add subcategories to any other categories and subcategories listed.
The Dashboards panel can be hidden to expand the dashboard workspace. Click the double arrows to collapse or expand the Dashboards panel as needed.
Users can create new custom dashboards within the District Analytics module. This function opens a blank dashboard setup where users can define a dashboard name and establish the foundation for organizing analytics content. From this screen, users can prepare a structured workspace where charts, reports, and visualizations can be added later.
1. In the Reports menu, click District Analytics.
2. Option 1: Click the green plus sign (addition icon) and select New Dashboard to add a new dashboard at the top of the listed dashboards.
2. Option 2: Select the applicable category or subcategory, such as Attendance Data, to which the dashboard wil be added. Then, click the green plus sign (additional icon) and select New Dashboard to add a new dashboard.
3. Enter the Dashboard name and click OK.
4. Click the pencil icon to rename the selected dashboard.
a. Enter the New category name and click OK.
5. Click the x icon to delete the dashboard.
a. In the confirmation pop-up window, click Yes to delete the dashboard.
The Dashboards panel can be hidden to expand the dashboard workspace. Click the double arrows to collapse or expand the Dashboards panel as needed.
Users can generate table data for a dashboard using the built-in AI assistant. Users can describe the data they need in natural language, and the assistant will create a read-only query to retrieve the relevant information. This process allows users to quickly populate dashboards with structured data tables without manually writing queries.
1. In the Reports menu, click District Analytics.
2. Follow the steps in Adding a New Category and Adding a New Dashboard.
3. Select the applicable dashboard created to add data.
4. The the Data tab is selected by default.
5. Describe the data you need... in the provided text box to generate a read-only SQL query using the AI assistant. The assistant analyzes the request, builds the query, validates it for errors, and returns the resulting data for use within the dashboard. Then, press Enter or click the send icon.
6. Continue sending information and confirming the data required and press Enter or click Send until a query is created for you.
The Assistant will provide a query and a summary breaking down your requests. You can continue to make edits and communicate with the Assistant until you get the query you need.
7. When you are happy with the query, click Confirm.
Click Deny to reject the generated query. The request is discarded, allowing you to modify or re-enter a new prompt without saving or running the proposed query.
Only SELECT queries are allowed. INSERT/UPDATE/DELETE/DROP are blocked. Queries are read-only by design.
Your data displays in a table and listed all the discussed information.
8. Select the All Schools check box to re-run the query for all schools in the district. When selected, the query is updated to return data across all accessible schools instead of a single school.
9. Select the Profiles that should have access to this dashboard and its associated data table. Only users assigned to the selected profiles will be able to view or interact with the dashboard content.
The Assistant panel can be hidden to expand the dashboard workspace. Click the double arrows to collapse or expand the Assistant panel as needed.
1. In the Reports menu, click District Analytics.
2. Select the applicable dashboard created to edit data.
3. In the Assistant section, ensure the Data tab is selected.
4. Click the arrow to open the applicable query.
5. Review and make any manuals edits, as needed.
a. When finished, click Save & Run.
6. You can also make edits by communication with the AI Assistant and regenerating the query. Enter the changes needed in the Describe the data you need... text box and press Enter or click Send.
a. Review the changes and click Confirm to adopt the suggested query.
Variables can be used to make dashboard queries dynamic and reusable. Variables allow users to control key values--such as school, school year, or other filters--without modifying the underlying SQL. This section also covers how to add new variables or update existing ones to ensure dashboard data updates automatically based on user selections and system context.
1. In the Reports menu, click District Analytics.
2. Select the applicable dashboard created to edit data.
3. In the Assistant section, click the arrow to open the applicable query.
4. Click Variables to add or edit existing variables.
5. In the Variables pop-up window, enter the Variable, variable Title, and Default Value in the provided text boxes. Variables allow queries to dynamically update based on user selections or current session information without manually editing the SQL query.
Available system variables include:
- {school_id}: Uses the current school ID from the users session to limit results to the selected school.
- {syear}: Uses the current school year from the users session to automatically return data for the active school year.
- {all_schools}: Returns Y when the All Schools check box is selected and N when it is not, allowing queries to dynamically switch between single-school and district-wide results.
The Variable Title defines the display label shown to users, while the Default Value determines the value used automatically unless another value is selected or supplied.
6. Press Enter key to save the variable.
7. Add as many variables as is needed.
8. Edit any of the information, such as the Title.
Changes save automatically.
9. Click the delete button (red minus sign) to delete a variable.
a. In the confirmation pop-up window, click OK to delete the variable.
10. Click the white X to close the pop-up window.
Users can create and configure visual representations of dashboard data. Users can use the AI assistant or manual setup to generate charts and graphs based on the underlying data table. These visuals help present key insights in an interactive and easy-to-understand format, allowing users to analyze trends, compare data points, and explore district information more effectively.
1. In the Reports menu, click District Analytics.
2. Select the applicable dashboard created to edit data.
3. In the Assistant section, select the Viz tab.
4. Describe your visualizations... in the provided text box to generate a dashboard layout with charts, graphs, and visual components using the AI assistant. The assistant analyzes the request and creates visualizations based on the existing dashboard data table and selected query results.
5. Continue sending information and confirming the data required and press Enter or click Send until you are happy with the visualizations created.
The generated visualizations display above the Table Data.
Bar charts with four or fewer categories display vertically. Charts with more than four categories automatically switch to a horizontal layout to improve readability unless otherwise configured.
You can hover over data in the graphs for details.
6. Select the All Schools check box to re-run the query for all schools in the district. When selected, the query and all visualizations are updated to return data across all accessible schools instead of a single school.
7. Select the Profiles that should have access to this dashboard and its associated data table and visualizations. Only users assigned to the selected profiles will be able to view or interact with the dashboard content.
8. Click the settings icon to add numbers, percentages, and to sort data visuals alphabetically.
a. Select the Display Numbers check box to display numeric values directly on supported charts and graph visuals.
b. Select the Display Percentages check box to display percentage values on supported charts and graph visuals.
c. Select the Sort Alphabetically check box to sort chart labels and visual data categories alphabetically. When cleared, visuals return to their original data order.
The Assistant panel can be hidden to expand the dashboard workspace. Click the double arrows to collapse or expand the Assistant panel as needed.
1. In the Reports menu, click District Analytics.
2. Select the applicable dashboard created to edit data.
3. See Adding Visuals to a New Dashboard for details on generate visuals for your dashboard.
4. Click the settings icon to add numbers, percentages, and to sort data visuals alphabetically.
a. Select the Display Numbers check box to display numeric values directly on supported charts and graph visuals.
b. Select the Display Percentages check box to display percentage values on supported charts and graph visuals.
c. Select the Sort Alphabetically check box to sort chart labels and visual data categories alphabetically. When cleared, visuals return to their original data order.
Bar charts with four or fewer categories display vertically. Charts with more than four categories automatically switch to a horizontal layout to improve readability unless otherwise configured.
Once generated, you can rearrange the displayed visuals and change their sizes.
5. Click the number in the upper left corner to drag and move the visual to a different spot on the dashboard.
6. Click and drag any corner of a visual to expand or shrink its size within the dashboard. Note: The amount a visual can be resized depends on the surrounding dashboard sections and available layout space.
Before:
After:
7. Hover over any of the data visuals to display additional information.
8. Click any of the data visual to update the Table Data based on the information clicked/selected.
For example, clicking Grade Level 11 updates the Table Data to display only students in grade 11 by automatically applying a filter.
1. In the Reports menu, click District Analytics.
2. Select the applicable dashboard created to export data.
3. Click Export to download and save the selected dashboard configuration so it can be shared or imported into another District Analytics environment.
The data is downloaded to your computer.
Users can publish a District Analytics dashboard to a Portal page for broader access. This allows dashboards to be shared with other users based on permissions, making key data and visualizations easily accessible outside of the analytics workspace. Once added, the dashboard displays as a Portal block and respects all assigned profile and dashboard-level security settings.
See Portal Editor for more details and specifics on editing portal dashboards.
1. In the Setup menu, click Portal Editor.
2. Select the Dashboard or select New Dashboard to create a new dashboard.
3. From the Blocks tab, select District Analytics from the pull-down.
4. Select the analytics Dashboard from the pull-down to add it to the selected Portal dashboard.
5. Click the applicable block to add the dashboard.
6. Click Save.
Once added, the analytics dashboard will display on that Portal dashboard.
Ensure the assigned profiles have permission to view the analytics dashboard, wich is defined from the Profiles pull-down.
If users have View Only permission to District Analytics (via Users > Profiles > Reports tab), they can view categories, subcategories, dashboards, visualizations, and data tables. However, they cannot create or edit any dashboards, queries, or visuals. View-only users also do not have access to the Assistant panel.
View only users can rearrange visuals and elect to display addition numbers, etc. See Customizing & Reviewing Dashboard Visuals for details on these steps.
