Main Dashboard - Complete Feature Guide

Last Updated: 2026-05-27 | Applies to: IK v1.2+ | Role: All Users

Dashboard Layout Overview

The InstitutionKit dashboard is your command center. It adapts based on your role and selected campus.

Dashboard Sections (Top to Bottom):

1. Header Bar - Campus info, export button, fee reminders
2. Welcome Box - Personalized greeting with today's date
3. Campus Info Bar - Campus details (when single campus selected)
4. Multi-Campus Cards - Overview cards per campus (Super Admin only)
5. Stats Grid - Total Students, Teachers, Classes, Subjects
6. Today's Attendance - Student + Teacher attendance with weekly trend chart
7. Fee Summary - Outstanding, Collected, Overdue, Collection Rate
8. Two-Column Widgets - Announcements, Events, Performance Charts
9. Quick Actions - One-click access to common tasks

Role-Based Dashboard Views

Super Administrator sees:

• All-campus or per-campus statistics
• Multi-campus comparison cards
• Campus switcher in header
• Full financial overview
• Export report button
• Send fee reminders button

Campus Admin sees:

• Single campus statistics only
• Campus-specific financial data
• No campus switcher
• Limited to assigned campus widgets

Teacher sees:

• Assigned class performance charts
• Today's attendance tasks
• Upcoming events
• Announcements (filtered for teachers)

Accountant sees:

• Fee collection statistics
• Outstanding fees by class
• Recent payments table
• Collection rate metrics
• Overdue invoice counts

Section 1: Campus Info Bar

When viewing a specific campus, you'll see:

🏛️ Campus: North Branch (NORTH)👔 Principal: Dr. Sarah Ahmed📞 Phone: +92-300-1234567📧 Email: [email protected]📍 Address: 123 Main Road, Islamabad

This bar is hidden when viewing "All Campuses" mode.

Section 2: Multi-Campus Cards (Super Admin Only)

When viewing all campuses, each campus gets a summary card:

┌─────────────────────────────────┐│  📍 North Branch          View →││  👥 Students: 450               ││  👨‍🏫 Teachers: 32                ││  💰 Outstanding: $12,500        ││  📊 Attendance: 94.5%           │└─────────────────────────────────┘

Click "View Dashboard →" to drill into a specific campus.

Section 3: Stats Grid

Four key metrics at a glance:

How numbers are calculated:

• Students: Count of ik_student posts filtered by campus
• Teachers: Count from institutionkit_staff table where role is teacher_permanent or teacher_visiting and status is active
• Classes: Count of ik_class posts
• Subjects: WordPress term count

Section 4: Today's Attendance Widget

Student Attendance Card:

┌─────────────────────────────────────┐│  Student Attendance                 ││  ✅ Present: 425  ❌ Absent: 18     ││  ⏰ Late: 7       🏖️ On Leave: 0   ││  [████████████████░░] 96% Rate      ││  Mark Attendance →                   │└─────────────────────────────────────┘

Clickable Stats: Click on Absent/Late/Leave numbers to open a detailed popup showing which students have that status.

Weekly Trend Chart: Line chart showing last 7 days of attendance percentage using Chart.js.

Teacher Attendance Card: Same format but pulling from institutionkit_staff_attendance table, filtered for staff with teacher roles.

Section 5: Fee Management Summary

Four financial metrics:

Section 6: Announcements Widget

Shows up to 10 active announcements filtered by:

• Target Audience: Shows announcements for your role (all, teachers, parents, students)
• Expiry: Hides expired announcements
• Campus: Filters by current campus

Admins can:

• Post new announcements via modal popup
• Delete announcements (trash icon)
• Set expiry dates
• Choose target audience

Announcement Modal Fields:

Title: [___________________________]Content: [___________________________]Target: [Everyone ▾]Expires: [Pick Date (optional)][Post Announcement] [Cancel]

Section 7: Events Widget

Shows up to 10 upcoming events with:

• Event type badge (Exam, Holiday, Meeting, School Event, Fee Due)
• Location with 📍 icon
• Date/time with 🕒 icon
• End date (if multi-day)

Event Types:

Section 8: Performance Charts (Admin/Teacher)

Two bar charts using Chart.js:

Class Performance Chart:

• X-axis: Class names
• Y-axis: Average percentage (0-100%)
• Data from: institutionkit_gradebook table
• Top 5 classes by average

Subject Performance Chart:

• X-axis: Subject names
• Y-axis: Average percentage
• Top 5 subjects by average

Section 9: Fee Dues Widget (Admin/Accountant)

Table showing outstanding fees grouped by class:

Only shows classes with outstanding balances.

Section 10: Recent Payments (Admin/Accountant)

Last 10 transactions from institutionkit_transactions:

Section 11: Parent Portal Stats (Admin)

Shows parent engagement metrics:

• Total registered parents
• Parents linked to students
• Linkage percentage with progress bar

Section 12: Notification Logs (Admin)

Last 10 notifications sent from the system:

• Date/time sent
• Type (fee_reminder, attendance_alert, etc.)
• Channel (email, SMS)
• Status (sent, failed)

Quick Actions Bar

One-click buttons for common tasks:

[➕ New Admission] [📊 Compare Campuses] [👤 Add Student][👨‍🏫 Add Teacher/Staff] [🏫 Add Class] [📋 Mark Attendance][🧾 Manage Invoices] [📢 Post Announcement] [📅 Add Event]

Export Report Feature

Click "Export Report" to download a JSON file containing:

• All student records
• All staff records
• All invoices (filtered by campus)
• Last 30 days attendance records

File format: institutionkit-export-2026-05-27.json

Send Fee Reminders

Click "Send Fee Reminders" to email all parents with overdue invoices. The system:

1. Finds all unpaid invoices past due date
2. Looks up parent email (from student meta or parent user account)
3. Sends formatted reminder email
4. Logs notification in institutionkit_notifications
5. Reports count of sent reminders and students without emails

Dashboard Data Flow

┌─────────────────────────────────────────────────────────┐│                    DATA SOURCES                          │├──────────────┬──────────────┬──────────────┬────────────┤│  WordPress   │   IK Custom  │   WordPress  │  Calculated││  Posts/Terms │   Tables     │   Users      │  Metrics   │├──────────────┼──────────────┼──────────────┼────────────┤│ ik_student   │ staff table  │ parent role  │ Collection ││ ik_class     │ invoices     │ teacher role │ Rate       ││ ik_subject   │ attendance   │ admin role   │ Attendance ││              │ transactions │              │ Percentage ││              │ notifications│              │            │└──────────────┴──────────────┴──────────────┴────────────┘

Campus Filtering Logic

All dashboard queries respect the current campus context:

Single Campus (campus_id = 5):

sql

-- All queries add:WHERE campus_id = 5-- or for postmeta:AND pm.meta_key = '_ik_campus_id' AND pm.meta_value = 5

All Campuses (campus_id = 0):

sql

-- No campus filter applied-- Shows aggregated data from all campuses

Pro Tips

1. Quick Campus Switch: Use the dropdown in the header to instantly switch between campuses without leaving the dashboard
2. Attendance Drill-Down: Click on absent/late numbers to see exactly which students
3. Bulk Fee Reminders: Send reminders to all overdue parents with one click
4. Export for Meetings: Download the JSON export before staff meetings for data-driven discussions
5. Performance Trends: Use the charts to identify struggling classes or subjects early