OnTrack
  • Getting Started
    • OnTrack Docs
      • Setting Up Stripe
    • Logging In
      • User Accounts
        • Creating User Accounts
        • Managing User Privileges
        • Resetting Passwords
        • Editing & Deleting Accounts
    • Navigating
    • Configuration
      • General Settings
        • Payment Receipts
      • Portal Settings
  • Constituents
    • Understanding Constituents
    • Navigating The Constituent Module
      • Merging Constituents
    • Adding Constituents
      • Batch Adding Participants
    • Constituent Details
      • Profile Image
      • Unique IDs
      • Tag Management
      • Customizing Allergies & Medications
      • Relationship Management
      • Managing Notes
      • SMS Phone Numbers
      • Taking Payments
        • Processing Refunds
    • Constituent Clean-up
  • Memberships
    • Understanding Memberships
    • Adding Memberships
      • Renewing Memberships
      • Searching Memberships
  • Programming
    • Understanding Programs
    • Schedules
      • Building Schedules
        • Adding Recurring/Bulk Classes
      • Adding Program Templates
      • Rosters
        • Schedule Actions
      • Fee Management
    • Core Essential Services & Topics
  • Registration
    • Register Participants
    • Online Registration
      • Parent Portal
        • Registration
        • Dashboard
      • Making Programs Available Online
      • Making Memberships Available Online
    • Registration Settings
      • Notifications
    • Registration Form
  • Attendance
    • Taking Attendance
      • Center Attendance
        • Individual Attendance
          • Back Entering Attendance
        • Bulk Attendance
      • Program Attendance
        • Taking Attendance
        • Instructor Portal
          • Logging In & Taking Attendance
          • Configuring Custom Messages
    • Modifying & Deleting Attendance
    • Check-In Cards
      • Printing Check-In Cards
    • Emergency Roster
  • Reporting
    • C360 BI
      • Navigation & Terminology
      • Collections
      • Questions
    • Accounting
    • Data Definitions
  • Locations, Files & Email Templates
    • Locations & Venues
    • File Assets
    • Email Templates & Messages
      • Email Templates
      • Viewing Sent Messages
  • Updates
    • Releases
      • Parent Portal, Custom Forms & More
    • Change Log
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On this page
  • Navigation
  • Terminology
  1. Reporting
  2. C360 BI

Navigation & Terminology

Navigation

Navigating C360 BI is simple and can be done in a few different ways:

  1. Dashboard Landing: When you log in to OnTrack, you'll see a list of dashboards that have been created in C360 BI. The dashboards displayed here can be controlled from the embed settings within each dashboard.

  2. Reporting Module: To access the question and dashboard tool, go to the Reporting page from the OnTrack application menu.

With these navigation options, you can easily access and explore the different reports, dashboards, and insights available in C360 BI to gain valuable data and analytics for your organization.

Terminology

In C360 BI, there are several key terms that are commonly used:

  1. Collections: Collections are similar to folders and are used to group questions and dashboards together, keeping things organized and easy to navigate.

  2. Questions: Questions are at the core of C360 BI. They represent the queries we want to run on our data to gain insights and answers to specific data-related inquiries.

  3. Dashboards: Dashboards are a visual representation of data that allows us to group similar questions together, apply filters, and share the visualizations with our team members.

  4. Data Sources / Tables: These are the primary sources of our data, and they serve as the basis for the questions we ask in C360 BI. More information about the tables used in C360 BI can be found in the Data Definition documentation.

Understanding these terms will help you navigate and utilize C360 BI effectively to analyze and visualize your organization's data and gain valuable insights.

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Last updated 1 year ago