Use the academy leadership home page

Who can use this: Founders and HQ administrators.

Before you start

Sign in with the account for the work you need to do. Dashboard cards only include information your account may access.

Use the academy leadership home page

  1. Review Needs attention and Today’s classes.
  2. Choose the view and reporting dates you need, then apply them.
  3. Open an item in Finance snapshot, Quick actions, Recent changes or Branch overview to investigate the underlying record.

What happens next

You can move from an overview to the work needing attention.

Troubleshooting

Totals depend on the selected view, dates and accessible records. A dashboard is not a substitute for a student statement or finance reconciliation.