Overview
The Management dashboard provides insight into how campus staff members use Element451 across tasks, notes, conversations, decisions, appointments, custom activities, duplicates, and Case Management (Alerts and Cases).
Looking for student-centric Case Management reporting?
This dashboard focuses on staff-level activity — who is assigned what, resolution rates, and on-time performance. For student-level Case Management metrics (volume by type, priority breakdowns, and the alert-to-case escalation funnel), see the Student Success Dashboard.
Accessing the Dashboard
The Management dashboard can be found via the Insights sub-menu. The Insights module can be accessed from the Data + Automations dropdown in the top navigation.
Dashboard Features
The Management dashboard displays high level usage numbers, changes in usage over time, and specific usage activities in each module represented.
Data can be viewed by team name, position, and/or staff member name.
Global Controls
From: The beginning date of the time period being viewed.
To: The end date of the time period being used.
Team Name: Filter by teams by name.
Position: Filter by job or position title.
Staff Member: Filter by staff members by first and last name.
Tabs
Data on the Management dashboard is organized into the following tabs: Overview, Tasks, Conversations, Notes, Decisions, Appointments, Custom Activities, Duplicates, Alerts, and Cases.
Overview Tab
Visualizations
Visualizations
Tasks
Insights calculations based on tasks created, completed on-time, and due in the selected time period and matching other selected filters.
The change in total numbers from the previous period of time, which is shown at the bottom of each visualization.
Conversations
Insights calculations based on total conversations, messages sent, and messages received in the selected time period and matching other selected filters.
The change in total numbers from the previous period of time, which is shown at the bottom of each visualization.
Other
Insights calculations based on total notes, total logins, and total decisions released in the selected time period and matching other selected filters.
The change in total numbers from the previous period of time, which is shown at the bottom of each visualization.
Note: Login information is only supported on and after 01/01/2025.
Tasks Tab
Unique Controls
Unique Controls
Task type: Select a particular type or several types of tasks.
Task: Select a specific task by name.
Display Results by: Select aggregation time period.
Visualizations
Visualizations
Highlights
The top five tasks as well as the top five staff members by tasks due in the selected time period.
Tables
Explore task numbers and completion rates by personnel or task selections.
Incomplete Tasks
Bar charts representing incomplete tasks by personnel or task selections.
Busiest Hours for Task Completion
Heat map of what days/times tasks are most often completed.
Created Task Log
Detailed chart of all tasks that have been created as well as their status, personnel assignments, and important dates.
Conversations Tab
Unique Controls
Unique Controls
Message Origin (Inbound/Outbound): Select whether you want to see messages that were initiated by internal staff or outside users.
Channel: Select between email, SMS, and web chat conversations.
Territory: Filter by territory.
Visualizations
Visualizations
Conversations by Staff Member
By staff member, view total conversations as well as average conversation time and response time.
Conversations by Channel
A pie chart of how many conversations have taken place within each channel.
Conversations by Identity
A bar chart of how many conversations have taken place with identified vs. anonymous users.
Conversations by Territory
A list of conversations by territory
Phone Call Activity Over Time
The breakdown of phone calls made during the selected time frame.
The average phone call duration (in seconds) during that time.
Notes Tab
Unique Controls
Unique Controls
Note Type: Filter by the various note types available.
Visualizations
Visualizations
Note Count by Staff Member
By staff member, view the total number of notes entered.
Note Count by Type
A pie chart, as well as a list, of how many notes have been entered by type.
Note Count by Team Name
A bar chart of how many notes have been entered by each team.
Note Count by Length
Notes categorized by character length.
Decisions Tab
Visualizations
Visualizations
Decisions Released by Staff Member
By staff member, view total decisions released.
Status Updates by Staff Member
A pie chart representing the number of decision status changes by staff member.
Highlights
The top three staff members by the number of decisions released, stage updates, status updates, decision notes added, and notes updated.
Decision Actions by Staff Member
A complete list of staff members with all decision-related usage statistics.
Appointments Tab
Unique Controls
Unique Controls
Appointment Type
Filter by the various appointment types available.
Metric
Choose which appointment metric you would like to see in the visualizations below.
Visualizations
Visualizations
Appointment Breakdown
Appointments by Staff Member for selected metric.
Appointments by Type for selected metric.
Appointments by Primary Team for selected metric.
Appointments by Position for selected metric.
Appointment Stats
A full breakdown of appointment metrics by staff member.
A color-coded log of all appointments and their current status.
Custom Activities Tab
Unique Controls
Unique Controls
Custom Activity Type
Filter by the various types of custom activities available.
Visualizations
Visualizations
Custom Activity Breakdown
Custom activities metrics broken down by type, name, staff member, position, or primary team.
Custom Activity Stats Over Time
A full breakdown of custom activity metrics either staff member, primary team, position, or type over time.
Duplicates Tab
Unique Controls
Unique Controls
Merged
Toggle whether you only want to see merged records or unmerged records.
Ignored
Toggle whether you only want to see ignored duplicates or not ignored duplicates.
Visualizations
Visualizations
Duplicate/Merged records over time
Duplicate log
A full breakdown of records identified as duplicates, if/how they were addressed, and by which staff member addressed them.
Alerts Tab
The Alerts tab provides insight into Case Management Alerts activity at the staff member and team level. Use it to see how Alerts are distributed across teams, who is being assigned what, and how staff members are performing on resolution and on-time outcomes.
For student-level Alert metrics (volume by type, priority breakdowns, and resolution outcomes), see the Student Success Dashboard.
Unique Controls
Unique Controls
Alert Status
Filter alerts by status (e.g., Triage, In Progress, Escalated to Case, Resolved, Dismissed).
Alert Priority
Filter alerts by priority (Critical, High, Medium, Low).
Alert Type
Filter by the various alert types configured at your institution (e.g., Academic, Advising, Attendance, Wellbeing, Engagement, Financial Aid, Personal Support).
Visualizations
Visualizations
Alerts by Team
A pie chart showing the distribution of alerts across assigned teams.
Staff Member Activity
A table broken down by staff member with columns for Assigned, Triage, In Progress, Resolved, Escalated, Resolution Rate, Resolved On-Time Rate, and Dismissed.
Highlights
Top 5 Staff Members by alerts assigned.
Top 5 Staff Members by resolution rate.
Alerts Created Over Time
A line chart showing the volume of new alerts created over the selected date range.
Unassigned Alerts Over Time
A line chart showing the volume of unassigned alerts over the selected date range.
Average Days to Resolution
A horizontal bar chart showing each staff member's average number of days to resolve an alert.
Alert Log
A detailed table of alerts with Staff Member, Status, Priority, Type, Created Date, Updated Date, and Due Date.
Cases Tab
The Cases tab provides insight into Case Management Cases activity at the staff member and team level. Use it to track case assignments, identify overdue work, monitor resolution rates and on-time performance, and review status breakdowns and case logs across your team.
For student-level Case metrics (volume by type, priority breakdowns, and the alert-to-case escalation funnel), see the Student Success Dashboard.
Unique Controls
Unique Controls
Case Status
Filter cases by status (e.g., To Do, In Progress, Waiting on Student, On Hold, Not Started, No Response From Student, Resolved).
Case Priority
Filter cases by priority (Urgent, Critical, High, Medium, Low).
Case Type
Filter by the various case types configured at your institution (e.g., Wellbeing, Retention, Referral, Financial, Engagement, Conduct).
Visualizations
Visualizations
Highlights
Top 5 staff members by case assignments.
Top 5 staff members by resolution rate.
Cases by Staff Member
A pie chart showing the distribution of cases across staff members, with case counts and percentages.
Resolution by Staff Member
A table broken down by staff member with columns for Resolved Cases, Resolution Rate, and Resolved On-Time Rate.
Overdue Cases
A bar chart showing the count of overdue cases per staff member.
Cases by Status
A pivot table showing the count of cases by staff member across each status (e.g., Waiting on Student, To Do, Resolved, On Hold, Not Started, No Response From Student).
Average Days to Resolution
A horizontal bar chart showing each staff member's average number of days to resolve a case.
Cases Created Over Time
A line chart showing the volume of new cases created over the selected date range.
Case Log
A detailed table of cases with Staff member, Status, Priority, Type, Created Date, Updated Date, and Due Date.
Troubleshooting & FAQ
Why is there no data?
There are a variety of reasons an Insights report is blank. Try the following quick fixes:
Reset the report. Visualizations may be filtering the report. Check the date controls. If the date is too far in the past, it may pre-date your activity in Element451.
Check what fields are being used. For example, if your institution is not adding dates to the sources, some counts may not appear correctly.
If data is still missing, there may be issues with your data in Element. Check out this guide for data cleanup.
Why are the source counts off from what I see in my Element451 Instance?
Because this dashboard is filtering off of dates, you may need to adjust the date filter further back than the default. If you are still noticing differences, your data may be missing source dates or have invalid dates (having a year prior to 1400). Following the clean up guide, you can create a segment that looks for sources with a timestamp of 0 to 1400 years in the past to target the group that needs to be cleaned up.
What is the People Segment filter and how do I use it?
The Sources dashboard can only be filtered by certain dimensions by default. The people segment filter is a great way to filter the report by dimensions that matter to you. Create a segment in the People module, and set it as a calculated segment. Please allow 24 hours for new calculated segments to appear and filter correctly in Insights. More on using segments and Insights together.
How can I pull a list of students that are being counted towards the visualizations and tables?
You can create a segment in your instance and utilize the Sources (All Properties) filter to identify your list. If you are wanting to filter the list with a student dimension like term, major, or student type use the "Active" term, major, or student type fields. Active fields use the most recently collected term, major, and student type found on the student profile.