<aside> ⚠️ Our Reports View has replaced the Dashboard view.


If you want to understand what your job seekers are doing on a weekly, monthly or even quarterly basis, the Advisor Portal dashboard is the place to go.

How to use the dashboard

The first thing to understand about the dashboard view is that data for all of the charts is being filtered by the date range at the top right, and any additional filters you apply on the top bar of the dashboard. This means that if you have questions about the past week of data, you need to ensure you select that date range from filter, or if you just care about the job seekers assigned to you as an advisor, you also need to ensure that you select your name under the Assigned Advisor filter.

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⚙️ The filters

Custom fields

This filter lets you filter dashboard data by any Custom Job Seeker fields you have created as an organization. For example, say you've created a campus field and a cohort field, then this filter allows you to show data only for job seekers from a specific campus or cohort.

Account state

Job seeker accounts may be manually deactivated (Deactivating & Deleting Job Seekers ) by an advisor. If you only want to show data for active job seeker accounts, you can select the active value in the Account State filter.

Assigned advisor

If you are an individual coach and want to only view data for your assigned job seekers, then you can select your name from the Assigned Advisor filter.