The Dashboard

Modified on Mon, 15 Jun at 8:41 AM


When users refer to “the Dashboard” in CPR Enroll+, they typically mean one of two things: the Launchpad (the home screen you see after logging in, with quick-action cards) or the Dashboard (the data and operations view accessible from “Dashboard” in the sidebar). This article explains both and describes the overall layout of the platform.

ℹ  If you are looking for the home screen with action cards for Courses, Locations, Payments, etc., see “Launchpad: Your Path to Success Checklist.” This article covers the Dashboard and sidebar navigation.

Sidebar Navigation — Top to Bottom

Sidebar Item

What It Contains

CPR Enroll+ logo (top)

Click to return to the Launchpad from anywhere

Launchpad

Home screen with onboarding shortcuts

Dashboard

OPS and Admin operational dashboards

Classes

All scheduled classes

People

Students, Clients, Instructors

Enrollments

Enrollment list, calendar, and management

Payments

Invoices, Transactions, Products, Payment Settings

QR Codes

QR code builder and Short Links

Store

Student-facing product catalog

Jobs

Job posting and application board

Marketplace

Pre-built course, paperwork, and other templates

Administration

Course Builder, Connections, Submitted Paperwork, Users

Reports

9 report types (see below)

Settings

Business Profile, Branding, Notifications, Integrations, and more


The 9 Report Types

Click Reports in the sidebar to expand the full list of available reports:

  • Certificates — student and instructor certification tracking with Coming Due and Expired sub-views.

  • Dropped Students — students removed from classes.

  • Approved Paperwork — approved skills testing documents.

  • Store Product Orders — store purchase tracking.

  • Communication History — every email sent from the platform with delivery status.

  • Student Attendance — class attendance tracking with a Mark as Present bulk action.

  • Promo Code Report — discount code usage statistics.

  • Client Report — all enrollments filtered by a specific organization.

  • Failed Enrollments — enrollments that did not complete successfully.


The OPS Dashboard

Click Dashboard in the sidebar. The page defaults to the OPS Dashboard. This view shows real-time operational metrics including Earnings (with a chart), New Orders, Paperwork Pending Approval, Pending Connections, Unscheduled Students, Unpaid Students, Today’s Enrollments, Enrollments in Last 3 Days, and Classes (with Enrollments) Coming Up in Next 3 Days.

Use the date range picker and currency selector at the top to adjust the period shown.


Switching to the Admin Dashboard

Click the OPS Dashboard dropdown button in the upper right corner of the Dashboard page. Select Admin Dashboard from the dropdown. The Admin Dashboard focuses on course and paperwork management metrics.

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