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TI Dashboard Guide

The document provides an overview of the new Toastmasters dashboard layout in 3 paragraphs or less: The dashboard has three main components: a left navigation menu to search and select clubs, districts, and access home pages; a user tools menu to filter the data by district, program year, month, and date; and interactive reports/tabs that provide information on clubs, districts, regions, and goals. The reports can be drilled down from regions to districts to clubs, and include distinguished status indicators. The tabs display base, to-date, and goal values to track progress towards distinguished status.

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CS
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60 views

TI Dashboard Guide

The document provides an overview of the new Toastmasters dashboard layout in 3 paragraphs or less: The dashboard has three main components: a left navigation menu to search and select clubs, districts, and access home pages; a user tools menu to filter the data by district, program year, month, and date; and interactive reports/tabs that provide information on clubs, districts, regions, and goals. The reports can be drilled down from regions to districts to clubs, and include distinguished status indicators. The tabs display base, to-date, and goal values to track progress towards distinguished status.

Uploaded by

CS
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Quick Guide to the Dashboard Layout

There are three main components for the new dashboard: Left hand side navigation, User tools menu and
Reports/tabs.

Left hand side navigation

Search by Club name or number


Note: leading 0s will be added if the search value is numeric

Link to Dashboard home


Link to Toastmasters home page

Links will only be Visible when a District has


been selected

The other reports will open in a new tab or window

PDF Supporting documents:


DISTRICT RECOGNITION PROGRAM
DISTINGUISHED CLUB PROGRAM
The document you are currently viewing
Mobile Version
User tools menu

Use this Use this Use this Use this Use this to
dropdown dropdown dropdown dropdown download
to select or to select or to select or to select or the data
change the change the change the change the as of
district program year month snapshot date

Reports/tabs
Interactive map and a corresponding Region Report

Page 2
Interactive Report

Expand and Collapse Expand and Collapse Drill down to a District


all buttons Regions by selecting the row

Summary totals by geographic region

Indicates Distinguished status (the icon will begin to appear after April 1)
Indicates Select Distinguished status (the icon will begin to appear after April 1)
Indicates Presidents Distinguished status (the icon will begin to appear after April 1)
Indicates Smedley Distinguished status (the icon will begin to appear after April 1)

Page 3
Interactive reports once a district is selected (tabbed reports)

The title will indicate distinguished


Report tabs district status after April 1
Base, To Date
and Goal values
clearly showing
the three areas
required to reach
distinguished
status

Drill down to a club by selecting the row

Indicates Distinguished status (the icon will begin to appear after April 1)
Indicates Select Distinguished status (the icon will begin to appear after April 1)
Indicates Presidents Distinguished status (the icon will begin to appear after April 1)

Page 4
Interactive reports once a district is selected (tabbed reports) continued

The title will indicate distinguished


Report tabs district status after April 1

Expand &
Collapse all
buttons

Expand &
Collapse
divisions
and areas

Drill down to a club by Base, To Date and Goal values clearly


selecting the row showing the two areas required to reach
distinguished status for divisions and area

Indicates Distinguished status (the icon will begin to appear after April 1)
Indicates Select Distinguished status (the icon will begin to appear after April 1)
Indicates Presidents Distinguished status (the icon will begin to appear after April 1)

Page 5
Interactive reports once a district is selected (tabbed reports) continued

The title will indicate distinguished


Report tabs district status after April 1

Expand &
Collapse all
buttons

Expand &
Collapse
divisions
and areas

Drill down to a club by This grid shows all ten goals and the
selecting the row font will become bold and black as the
clubs meet their goals

Indicates Distinguished status (the icon will begin to appear after April 1)
Indicates Select Distinguished status (the icon will begin to appear after April 1)
Indicates Presidents Distinguished status (the icon will begin to appear after April 1)

Page 6
Interactive reports once a district is selected (tabbed reports) continued

The Club Status tab will only show The title will indicate distinguished club
when a club has been selected status after month end closing for June

The club
membership
To Date needs
to be equal to
or greater than
this value

This grid shows all ten goals. The To Date font will become black as the
club meets their goals along with the status changing into a checkmark

Page 7 Rev. 02/2019

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