i-Genius2.0
1.6 Getting started

Dashboard (the live “School Day” screen)

One-screen home page with today's collection, charts, recent vouchers, alerts and one-click shortcuts to daily jobs.

Dashboard (the live “School Day” screen)
More in Getting started
Where to find it
MenuDashboard (opens automatically after login; toolbar Dashboard icon)

Steps

  1. After login the dashboard opens full-screen with a greeting, session label, today's collection meter (today's fee collection against a target the program calculates as about 1.2 times this month's running daily average) and a clock with the login time.
  2. Follow the 4-step school-day route cards: Enquiries (New Enquiry, Enquiry Book), Admissions (New Admission, Student Book), Attendance (Mark Today, Register), Fee Collection (New Receipt, Register, Day Book).
  3. Use the module cards: Banking (Bank Entry, Register, Cash Book), Receipts & Payments (Quick Receipt, Quick Payment, Registers, Ledger), Fee Reports (Monthly Summary, Head-wise, Concession, Fee Structure, Fees Card, Receipt Book, All Reports), Dues & Reminders (Defaulters, Outstanding, Demand Bill, SMS Templates), SkoolAI Parent App (Upload to App, Online Payments), More (Birthdays, Misc. Fees, Gate Pass, Bus Routes, SMS Templates, Settings).
  4. Press Ctrl+K (or click the search box) to search for a screen by name and open it. Typing text that is not a screen name offers Student Book; the dashboard code only passes the screen name to the program, so the typed name may not filter the Student Book.
  5. Use the left rail (Home, Fees, Students, Enquiry, Attendance, Banking, Day Book, Ledger, Dues, Reports, Settings) and the bottom QUICK ACTIONS dock.
  6. Right panel tabs: Today (fees, cash & bank, attendance, class bars), Recent (latest vouchers – click one to open it) and Alerts (defaulters, pending admissions, absent today, birthdays).
  7. Refresh button (or F5) reloads the live numbers; the Theme button switches light/dark.

Fields & options

  • Cards are shortcuts only – they open the normal screens, and the user's rights are checked as usual (for example New Receipt needs the Fees Receipt Add right).
  • Numbers come from the live database (vouchers, students, fees, attendance, enquiries).
Watch outNeeds the Microsoft Edge WebView2 runtime; if the page cannot start a message asks to install it. If it cannot load, tick Classical Dashboard in Help > Settings to use the old dashboard.

See i-Genius 2.0 on your own school's data.

Tell us your classes, your fee heads and how you collect fees today. We show you the same work in i-Genius and the SkoolAI app, on a call or at your school.