How customising works — from the panel to saving
How customising works
### With the keyboard only
The panel says **Space to show or hide, Alt + ↑ / ↓ to move**.
| Key | What it does |
| ------------- | -------------- |
| `Space` | Show / hide |
| `Alt + ↑` `↓` | Move up / down |
| `Enter` | Save |
| `Esc` | Cancel |
A screen reader announces every change, for example "… is now at position 2".
### Reset to default
1. Open **Customise**.
2. At the bottom, press **Reset to default**. → The preview goes back to your role's starting layout. It is not saved yet.
3. Press **Save**. → **Dashboard saved**.
| You press | What happens | Saved? |
| -------------------- | ----------------------------------------------------------- | ------------------- |
| **Reset to default** | The preview goes back to the role's starting layout | No, not yet |
| **Cancel** | The panel closes, and your earlier saved layout stays | No, nothing changes |
| **Save** | The dashboard becomes like the preview, **Dashboard saved** | Yes |
### The school's dashboard settings (admin)
Some widgets follow limits that the school sets. These are for the whole school, and only an admin can change them.
1. Press **Settings** in the left menu, then **Academics** in the list on the left.
2. Scroll down to the **Dashboard** section.
3. Change the boxes (see the table below).
4. At the bottom of the section, press **Save**. → **Saved** appears.
**At-risk students:** a student shows in the **At-risk students** widget when any 2 of the 4 signs below match. The list changes a few minutes after you save.
| Box | What it means | Starts at | What you can enter |
| ----------------------------------------------------------- | -------------------------------------------------------------------------------- | --------- | ------------------ |
| **Absent in a row (days)** | If a student has been absent this many days in a row or more | 3 | 1 to 30 |
| **Attendance in the last 30 days below (%)** | If attendance in the last 30 days falls below this | 75 | 1 to 100 |
| **Failed subjects in the latest published exam (at least)** | If the student failed this many subjects or more in the latest published exam | 1 | 1 to 20 |
| **Oldest unpaid bill older than (days)** | If the oldest unpaid bill is this many days past its due date or more | 60 | 1 to 365 |
| **Attendance target (%)** (Committee section) | Shows as a line on the committee's attendance chart | 90 | 1 to 100 |
| **Send at** (Morning summary section) | At what school time the morning summary goes out; it does not go out on holidays | 07:30 | Any time |
If you enter something outside the limits, a message appears under the box, for example **Enter a whole number from 1 to 30.**
Turning the morning summary off for yourself: [Alerts and notifications → Morning summary](/schoolmanagerp-docs/en/dashboard/alerts.md#task-digest).
### Print the monthly meeting report
A one-page report of totals for this month, up to today, for the committee meeting.
1. As a committee member, press **Print monthly meeting report** at the top of the dashboard.
→ The **Monthly meeting report** page opens. Its sections are **Key numbers**, **Enrollment**, **Attendance**, **Collection and dues** and **Pass rate by class**. At the bottom it says **Totals only. No student, guardian or staff details are printed.**
2. Press **Print**.
→ The browser's own print box opens. Choose a printer and print, or choose "Save as PDF" as the destination to keep a file.
3. To go back, press **Back to dashboard**.
The numbers in the report always match the committee widgets on the dashboard, because both come from the same figures. Where there is no data, "—" is printed. The report is not emailed by itself and is not made on any fixed day; print it from here when you need it.
***
## Problems and fixes
| What you see | What to do | Who can help |
| --------------------------------------------------- | ---------------------------------------------------------------------------- | ------------ |
| There is no size list | You are on a phone. Size only changes on a computer. | Yourself |
| The size list is greyed out | This widget has only one size. It cannot be changed. | — |
| The widget you want is not in the list | It is not for your role, or you do not have permission to see it. | Admin |
| The layout is different when you switch role | That is fine: each role's layout is saved separately. | Yourself |
| **Enter a whole number from 1 to 30.** | Type a whole number within the limits in the box, then press **Save** again. | Admin |
| **The report could not load.** | Reload the page. | Admin |
| There is no **Print monthly meeting report** button | The button only appears on the committee member's dashboard. | Admin |
If a page or button is missing, see [Why can't I see this?](/schoolmanagerp-docs/en/help/cant-see-this.md).
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## Who can do what
| Role | Customise their own dashboard | The school's dashboard settings | Monthly meeting report |
| ------------------------------------------------------------------------ | ----------------------------- | ------------------------------- | ---------------------- |
| Admin | Yes | Yes | No |
| Academic coordinator, teacher, accountant, office staff, exam controller | Yes | No | No |
| Committee member | Yes | No | Yes |
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## Learn more
How customising works