# 4. Dashboard Customization & Reports

User Type: **Training Institute**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 4. Dashboard Customization & Reports

### 4.1 Dashboard Widget Layout
**What it does:** Lets the Training Institute customize the dashboard layout: the widgets shown, their order, and their size. The Institute drags widgets to rearrange them and toggles widgets on or off. The layout is saved per admin user. This personalizes the dashboard to the Institute's priorities.

**Sub-features:**
- Dashboard widgets shown
- Drag widgets to rearrange
- Toggle a widget on or off
- Widget size options
- Layout saved per admin user
- Customization available on web and mobile
- Customization event logging (layout changed)
- Audit logging of the dashboard widget layout

**Training Institute User Journey:**
1. Training Institute opens the dashboard customization.
2. The dashboard widgets are shown.
3. Training Institute drags widgets to rearrange.
4. Training Institute toggles a widget on or off.
5. Training Institute sets the widget size.
6. The layout is saved per admin user.
7. Training Institute opens Profile → "Activity" and confirms the customization events are recorded.

**Rules & Edge Cases:**
- The layout is saved per admin user.
- A widget can be toggled on or off.
- Customization events (layout changed) are logged with the account and the timestamp.
- The dashboard widget layout is audit-logged with the account and the timestamp.

### 4.2 Standard Reports
**What it does:** Provides the Training Institute with standard reports: the enrollment report, the license usage report, the student performance report, and the billing report. The Institute selects a report, sets the period, and views or exports it. This gives the Institute ready-made insights.

**Sub-features:**
- Standard reports list
- Enrollment report
- License usage report
- Student performance report
- Billing report
- Set the report period
- View or export a report
- Reports available on web and mobile
- Reports event logging (viewed, exported)
- Audit logging of the standard reports

**Training Institute User Journey:**
1. Training Institute opens the standard reports.
2. The standard reports list is shown.
3. Training Institute selects a report.
4. Training Institute sets the report period.
5. Training Institute views the report.
6. Training Institute exports the report.
7. Training Institute opens Profile → "Activity" and confirms the reports events are recorded.

**Rules & Edge Cases:**
- The report period is selectable.
- A report can be exported.
- Reports events (viewed, exported) are logged with the account and the timestamp.
- The standard reports is audit-logged with the account and the timestamp.

### 4.3 Scheduled Reports
**What it does:** Lets the Training Institute schedule reports: a report generated on a recurring basis and delivered by email to the Institute's admins. The Institute sets the report, the frequency, and the recipients, and the platform delivers it on schedule. This keeps the Institute's stakeholders informed automatically.

**Sub-features:**
- Schedule a report
- Report frequency options
- Recipients selection
- Report delivered by email on schedule
- Scheduled reports list
- Pause or cancel a scheduled report
- Scheduling available on web and mobile
- Scheduling event logging (scheduled, delivered)
- Audit logging of the scheduled reports

**Training Institute User Journey:**
1. Training Institute opens the scheduled reports.
2. Training Institute schedules a report.
3. Training Institute sets the report frequency.
4. Training Institute selects the recipients.
5. The report is delivered by email on schedule.
6. The scheduled reports list is shown.
7. Training Institute opens Profile → "Activity" and confirms the scheduling events are recorded.

**Rules & Edge Cases:**
- The report is delivered by email on schedule.
- A scheduled report can be paused or cancelled.
- Scheduling events (scheduled, delivered) are logged with the account and the timestamp.
- The scheduled reports is audit-logged with the account and the timestamp.