Monitoring Synergetic data using Power BI Dashboards

Synergetic has created a set of Microsoft Power BI dashboards with interactive graphs, charts and tables linked to the Synergetic database to help you get the most out of your Synergetic data. For information about Microsoft Power BI, see Microsoft Power BI.

System requirements

Power BI Pro subscription. See Power BI Pro Pricing.
Synergetic Version 69.23 or later. See Synergetic Support for help upgrading, if necessary.
Synergetic module relating to the data. For example, the Debtors module for the Debtors dashboard.

Once you have confirmed that you have the necessary requirements you can contact Synergetic Support to finalise the installation. See Synergetic Support.

How to

Share a Synergetic Power BI Workspace with colleagues. See Sharing Synergetic Power BI Workspaces.
Share a Synergetic Power BI Dashboard with staff members. See Sharing Synergetic Power BI Dashboards.
Download a Synergetic Power BI Dashboard to make custom modifications. See Downloading Synergetic Power BI Dashboards.
Power BI security is set up and how to make custom modifications. See Power BI Security.

Important: You are creating a custom site report by downloading Synergetic Power BI Dashboards. Synergetic is not responsible for the maintenance consequences of using customised site reports.

Synergetic Power BI Dashboards

Note: Interactive demo dashboards are provided for each dashboard listed below.

Dashboard	Description	See...	Synergetic version required	Based on table / view
Absence events	View and filter absence data using graphs, charts and tables displaying: Absences by absence factor Absences by campus Absences compared to last year Absence difference compared to last year Absences by house Absences by year level Smoothed absences by date including a forecast.	Student Absence Power BI Dashboard	Version 69.23	AbsenceEventsDailCalc
Assessments and reports	View and filter current student assessment data using graphs, charts, and tables.	Class Report Power BI Dashboard	Version 70.01	vStudentReportsSemesterResults
Assessments and reports	View and filter class assessment data using graphs, charts, and tables.	Student Report Power BI Dashboard	Version 70.01	vStudentReportsSemesterResults vStudentReportsSemester
Current students	View and filter current student data using graphs, charts and tables displaying: Student count by campus and year level Student count by country of birth Student count by gender Student count by house Student count by religion Student count by status (e.g. New) Student count by year level Student details.	Current Students Power BI Dashboard	Version 69.23 Version 70.02	vStudentsAll for current semester only. Does not include left students
	New Zealand organisations can view and filter NCEA result data including: number of credits attempted and gained for each student number of credits attempted and gained for each class distribution of credit grades.	NCEA Power BI Dashboard
	View and filter parent teacher interview data including using graphs and tables displaying: number of available parent teacher interview slots for a given period number of parent teacher interview slots by status parent teacher interview schedules.	Parent Teacher Interview Power BI Dashboard
	View and filter student absence data for the last one hundred days using graphs and tables including:	Student Attendance For Last 100 Days Power BI Dashboard
Debtors	View and filter debtor data using graphs, charts and tables displaying: Debtors in credit Debtor payments versus charges Debtor payments compared to last year Debtors by statement group Debtor details Difference Ranking of debtors by outstanding debt Total amount of debt owed by date.	Debtors Power BI Dashboard	Version 69.41	vDebtorTransactionAddress DebtorBalances
Development	View and filter fundraising data using graphs, charts and tables displaying: Cumulative donations compared to last year Donation receipts by fund Donation amounts by suburb Donation target Fundraising details.	Fundraising Power BI Dashboard	Version 69.23	vDonorPledges vDonorReceipts
Enquiry students	View and filter enquiry student data using graphs, charts and tables displaying: Enquiries by boarding status Enquiries by campus Enquiries by fee status Enquiries by gender Enquiries by month Enquiries by source Enquiries by status Enquiries by suburb Enquiries by year level.	School Enquiry Power BI Dashboard	Version 69.23	vEnquiryContactAddress
External test results	View and filter enquiry external test results data using graphs, charts and tables displaying: External test area result External test description External test details External test result type Student status Test year.	External Test Results Power BI Dashboard	Version 69.23	vStudentExternalTestResults
Future students	View and filter current student data using graphs, charts and tables displaying: Applications by status Applications received by month Future students by boarder type Future students by fee type Future students by gender Future students by suburb Future priority by year level Future students by year level Future year level by campus.	Future Student Power BI Dashboard	Version 69.23 Student gender options Version 70.02 Religion and previous school Version 70.03	vFutureStudentsAll
Human resources	View and filter current student data using graphs, charts and tables displaying: Staff by campus Staff by category and FTE Staff by department Staff by gender Staff by job position Staff details.	Human Resources Power BI Dashboard	Version 69.23 Start and finish date options Version 70.02 Update to use staff start date Version 70.07 Update to allow school to use only active staff in sync Version 70.11	Staff vStaffJobPositions
General ledger	View and filter budgetary data including: expenses by cost centre budgeted versus actual expenses revenue versus expenditure.	Budget Analysis Power BI Dashboard	Version 69.50 Fixed use of GL classifications to use classification of GL instead of Cost centre Version 70.11	GeneralLedgerMonthlyBudgets vGeneralLedger GeneralLedgerCostCentres GeneralLedgerChartOfAccounts GeneralLedgerJournals
	Monitor financial reporting data relating to income and expenditure including: total income total expenditure total Income by cost centre total expenses by cost centre average income per student.	Financial reporting Power BI Dashboard	Version 69.50 Fixed use of GL classifications to use classification of GL instead of Cost centre. Addded interactions to visuals Version 70.11	GeneralLedgerJournals vGeneralLedger
	View and filter data for the entire purchase order lifecycle including: cost of orders by business unit cost of orders by status cost of orders with a status of authorised compared to ordered cost of orders with a status of supplied compared to authorised list of all orders.	Purchase Order Lifecycle Power BI Dashboard
Medical details	View and filter medical incident data by: type year level weekday campus house month.	Medical Incidents Power BI Dashboard	Version 70.02	vStudentMedicalIncidents
Medical details	View and filter medical data for students at your organisation including students with: allergies asthma medical conditions medications.	Student Medical Power BI Dashboard	Version 70.02	vStudents vStudentMedicalAllergy vStudentMedicalMedication vStudentMedicalCondition