Dashboards allow users to gather a combination of reports/charts and text widgets to highlight and assess key aspects of the hiring process.

Create a dashboard

1. Navigate to the Analytics & Reporting page.
2. Open the Dashboards list.
3. Select + Create New.
4. When the Dashboard Builder opens, enter a title (required) and description (optional) for your dashboard.
   • Notes:
     • Titles are auto-generated if you leave it blank.
     • The maximum characters allowed for the description is 320.
5. Add blocks to your story by either:
   1. Selecting the + Click here to add a section or drag an item from the left menu box and then your block option.
   2. Dragging and dropping your block option from the left pane to the preferred location on the dashboard:
   3. Hovering over the area where you want to add a block, clicking the plus icon that appears, and then selecting your block option.
      • Note: Block options include:
        • Report – This allows you to select from saved reports/charts.
        • Text – This allows you to add formatted text for context or commentary.
        • New Report – This allows you to create a report and add it directly to the dashboard. Click here to learn about the Report Builder.
6. Arrange and customize your blocks as needed.
7. When your dashboard is configured the way you want, select the Unpublished status and then Publish.

Block/card actions

Once a block is added to the dashboard, it can also be referred to as a card. Each card will include a menu with one or more of the following actions:

• Edit
• View Table
• Remove

Edit

Selecting Edit for a report will open the report within the Report Builder, where you can edit any of its data or its chart type. Selecting Edit for a text block will allow you to edit the text within the block. Tapping Return / Enter on your keyboard will save the changes made.

View Table

Selecting View Table will open a dialog box that displays a table of the selected report’s data.

Remove

Selecting Remove will remove the block/card from the dashboard.

Rename Card

You also have the option of renaming the card by clicking into the card name, making your changes, and then tapping Return / Enter on your keyboard to save the changes made.

• Note: Updating the name of a card will only update its title on this dashboard.

Global timeframe

All reports added to your dashboard will have their own timeframes set for them. However, you do have the option of setting a global timeframe in which all reports will be based on. Simply select the Timeframe field under the report description and make the preferred selection. Options include:

• Custom Date Selection (this will require you to select a start and end date)
• Custom Duration
  • You can toggle between Last (for past data) and Next (for future data), enter a number, and then select from the following units of time: 
    • Hours
    • Days
    • Weeks
    • Months
    • Years
• Last 7 days
• Last 30 days
• Last 3 months
• Last 6 months
• All Time

Add filters

You can add filters to apply across all reports in your dashboard.

To add a filter:

1. Select + Add Filter next to the Filter section.
   • Note: If you're creating a new dashboard, + Add Filter is disabled until you add at least one report to the dashboard.
2. Select the specific field that you want to filter.
3. Select the preferred Operator, where you can select from the following:
   • Is
   • Is not
   • Contains
   • Does not contain
4. Enter a Value.
5. Select Apply to add the filter.

Restore changes

If you would like to restore your dashboard to the previous version after you’ve made changes, you are able to do so by selecting the Unpublished status, then Published as the version you are viewing, and finally the Restore button. This will revert the dashboard to the previous published version, and all changes will be lost.

Edit a dashboard

If you have full access to the Dashboards permission, you can edit any of the dashboards you’ve created by completing the steps below.

1. Navigate to the All Dashboards list within Analytics and Reporting.
2. Find and hover over the dashboard you want to edit.
3. Either click into the dashboard’s row or select the action menu that appears and then Edit from it’s drop-down menu.

The Dashboard Builder will then open and display the last published or saved version of the dashboard. From here, you can edit and publish the dashboard.