Student AR Health Report (Insights Dashboard)

Purpose: This document is to help with understanding the Campus Solutions Insights Dashboards.  

SBCTC strongly recommends completing the ctcLink Insights Dashboards training course in Canvas before using the dashboard. For information on registering for the course, please visit the ctcLink Training & Learning Opportunities Registration page.

You must have at least one of these local college managed security roles:

  • ZD SF Insights View Privilege

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Overview

Insights is a reporting and analytics tool that displays data using charts, tables, and graphs. It helps you quickly review and analyze student financial data.

Expand or collapse content CTC SF Student AR Health Report

This dashboard reports on:

  • Past due student balances
  • Active and inactive collections
  • Collection letters and timing

The Dashboard data is controlled by filters at the top.

Required Filter

  • Business Unit (must be selected)

Optional Filters

  • Term
  • Account Type
  • In Collections
  • Number of Days Past Due

Dashboard Tips

Expand or collapse content Adding a Dashboard Tile to Your Homepage
  1. Navigate to the homepage you wish to customize.
  2. Click the Homepage Actions icon (three dots) in the top-right corner and select Personalize Homepage.
  3. Click the Add Tile button.
  4. Find your tile by either:
    1. Searching: Enter the name or partial name of the tile in the search box (Ex. enter AR Health).
    2. Browsing: Navigate through the folders (e.g., PeopleSoft Applications) to find the desired content.
      1. Select CTC SF STUDENT AR HEALTH Rpt.
  5. Select the tile to add it to your homepage. It will typically appear at the end of your existing tiles.
    1. (Optional) Reposition the tile by dragging and dropping it to your preferred location.
  6. Click Save in the upper-right corner to apply the changes.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Adding Homepage Tile. This link will open in a new tab/window.

Expand or collapse content Time Filter

Every time you open the dashboard, the time filter defaults to Last 15 minutes, which usually shows no data.

Some dashboards will include additional time related filters in the dashboard filter section.  These time related filters, such as fiscal year and accounting periods, can be used to further refine the data to specific time periods.

Expand or collapse content Set the Time Filter

To populate the dashboard with data you must first update the time filter which is found at the top right side of the dashboard.  The time filter defaults to Last 15 minutes each time the dashboard is opened.

  1. Go to the top right corner of the dashboard.
  2. Click the calendar icon.
  3. In the Quick Select window:
    1. Hover over 15 minutes until the arrows appear.
    2. Change 15 to 2
    3. Change minutes to years
  4. Click Apply
Expand or collapse content Using Interactive Filters in Charts

You can filter data directly from charts:

  1. Click on a bar, pie slice, or chart section.
  2. If multiple filters apply, a list will appear.
  3. Select or unselect the filters you want.
  4. Click Apply

To reset the dashboard to the previous settings, you can remove filters by clicking the "x" next to the filter or selecting the Change All Filter icon.

Expand or collapse content View More Details or Download Data (Inspect)

To drill down into a chart:

  1. Hover over the top-right corner of a visualization.
  2. Click the three-dot menu.
  3. Select:
    • Inspect to view detailed data
    • Maximize panel to view the chart full screen
  4. From Inspect, you can download data as a CSV file

Troubleshooting Common Issues

Expand or collapse content Gray Bar on a Chart
  • Means only partial data is displayed.
  • Fix: Expand your time filter to include more data.
Expand or collapse content “No Results Found” Error
  • Caused by too much data being pulled.
  • Fix: Adjust the time filter to bring in less data into the dashboard.  

Tip: The best option is to set the time filter to 1 year unless working with a multiple year dashboard such as Year-Over-Year or Trend Analysis.

Expand or collapse content Dashboard Is Gray or Freezes

Try these steps in order:

  • Reload the webpage. If this doesn't work...
  • Return to your homepage
    • Wait for the tile to reload, then reopen the dashboard.

Tip: Be sure to load only 1 years’ worth of data to the time filter.

Expand or collapse content Wrong Values in Prompt Fields
  • Often caused by cached data.
  • Fix: Click the browser refresh button to reload the page.

Need More Detail

For more detailed information please refer to the Insights Dashboard -CS guide.

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