Building Your First Dashboard

the goal of this document is to familiarize yourself with the basics of building a dashboard to give you the foundational knowledge you need to fully take advantage of ashby analytics custom dashboards are available on the plus, enterprise and legacy plus plans true 148,148,148,150left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type dashboards overview dashboards help organize, present, and visualize your reports in various ways, allowing you to tailor the ashby experience to specific audiences and purposes dashboards allow you to use the same report across multiple dashboards to save you time they ensure metrics are calculated the same and that team members speak the same recruiting data language the process of building a dashboard from scratch is covered in the short video below the video touches on the key points of this article, with the sections below available for quick reference create a dashboard before creating new reports or finding reports to add to a dashboard, you need to create a dashboard on the top menu bar, click dashboard and then select create dashboard you can now name the dashboard and save it make sure the name clearly identifies what or who the dashboard is for when saving the dashboard, you will have the option to enable access control by default, dashboards are viewable by anyone in your organization a private dashboard is only viewable by you, organization admins, and anyone who you specifically grant access to screen cast 2022 11 04 at 6 57 10 am gif create and add a new report to your dashboard now you can build your first report for your dashboard you can build a report using a template as a base or create one from scratch in build for some report ideas, take a look at our guides docid\ aurrqfzh1h8qgf6rh0vqi , docid\ vowdo jjgdtwbzc4lirmc and docid 24ronsz2xx5tozdsakiq9 creating a report from a template the https //app ashbyhq com/reports/templates is a repository of pre built reports that you can apply filters and groupings to before you can add a template report to your dashboard, you need to create one navigate to the template library by clicking reports on the top menu bar and thentemplates select the template report you would like to build you can then update the filters and groupings to your liking, name, and save your report screen cast 2022 11 04 at 7 11 58 am gif building a custom report you can find further details on building custom reports at docid\ ly keglncudyf0ed41gaw if the report you would like to add to your brand new dashboard doesn’t exist as a saved report or as a template, you can create a report from scratch in build screen cast 2022 11 04 at 7 15 30 am gif there are four report types you can choose from segmentation report a visualization report that segments and counts candidates, interviews, and more can be filtered and grouped by a related field count over time report a visualization report that counts candidates, interviews, and more over a specified time field can be filtered and grouped by any related field, and the x axis in this report will always be time candidate list report a list report that provides a list of filtered candidates can be embedded as a list or number on a dashboard or home screen choose this report if you are reporting on a smaller period of time or are not trying to count each application and are more interested in the number of candidates this list cannot be exported custom list report a list report that allows you to build a filtered list of any type (e g job, interview) and pick specific fields to display can be embedded as a list or number on a dashboard or home screen choose this report if you are looking to add a single number tile to your report and are counting anything besides candidates looking for information on our ai report builder? check out docid\ kfmxauorkzx6 ezbu32po running into issues understanding your report results? our ai report interpreter can generate a summary and insights more on this at docid\ r2shceuhaeo0adh bm5ar adding your report to your dashboard after you save your new report, the dashboard button is exposed to add the report to a dashboard, click dashboards, then + add to dashboard , and find/search for your dashboard make sure to click save once you have added the report to the dashboard the name of the dashboard you have added the report to will now be listed when you click the dashboards button the number that appears in the button indicates how many dashboards that particular report appears in screen cast 2022 11 04 at 7 33 09 am gif add a saved report to a dashboard if the report you would like to add to your dashboard already exists, navigate to the top right corner of your dashboard and click add item , then report a pop up will appear, allowing you to search for the report you would like to add make sure to click save once the report has been added screen cast 2022 11 04 at 7 49 15 am gif if you do not see the edit options at the top right corner of your dashboard, you may be viewing the dashboard on your home page adding a dashboard to your home page gives users easy access, but it is meant for viewing only to go to the edit page, go to the top right corner and click edit to navigate to the dashboard edit view screen cast 2022 11 04 at 7 54 38 am gif add a filter and connect it docid 2v47wmlrqudcneey2tazp reduce duplicative work, while also providing flexibility for the audience of the dashboard to add a filter, navigate to your dashboard make sure you are on the dashboard edit view and click add filter find the field you would like to filter by for filters attached to a user, use the user field you will be able to identify what user role you are filtering for at the report level connect the filter to each of the reports you want the filter to be applied to when you click on the filter icon, you will be prompted to select/search for the field you want to attach the filter to pay attention to the subject the filter is anchored on for example, a recruiter at the job level and the job consideration level could be different you can easily identify what reports have filters attached to them by the color of the dot next to the filter icon green all dashboard filters on the dashboard have been applied to the report grey some dashboard filters on the dashboard have been applied to the report red no dashboard filters on the dashboard have been applied to the report screen cast 2022 11 04 at 8 06 45 am gif if you would like, you can require a filter to be applied to all of the reports on a dashboard to do this, check the box next to require value you will see the alert below if any of the reports are not connected to the required filter dashboard filters are applied in the dashboard view and do not change the filters of the underlying report delete a filter to delete a dashboard filter, select the trash icon next to the filter and click delete screen cast 2022 11 04 at 8 02 08 am gif rename a filter you can click on the pencil icon on your dashboard filter to rename it amend the filter name on the change filter name pop up, then click submit to confirm this option allows you to customize filter names so users can clearly identify what each filter is used for if you add multiple filters of the same type (for example, a user filter connected to the hiring manager field for a report and a user filter connected to the recruiter field of your report), this also allows you to clearly mark the difference between the two filters navigate to a report vs drilling down it is important to distinguish the difference between the way a report appears on a dashboard (especially a filtered dashboard), drill down reports, and the underlying report view underlying report to view or edit the underlying report, click the go to report icon, located at the top right corner of each report if you apply filters at the dashboard level, the icon changes to go to filtered report , meaning that the unsaved dashboard filters will be applied when viewing the report you can click save when viewing the filtered report to add the filter changes to your existing report if you make any changes to the underlying report and save it, these changes will be reflected on the dashboard if you need to get to the underlying report without any dashboard filter context being applied, the action menu on any report tile provides the option (the three dots to the right of the go to filtered report button) to go directly to the report via go to report drill down reports many of the reports you build in ashby have drill downs available for more on these, check out docid 9qrm3k9ctag4xyzorx4qv organize and format reports will be dropped into the dashboard as you add them there are a couple ways you can organize and format your dashboard if you are not able to make any changes, please make sure you are in edit mode resize reports by default, the reports are added in half size, but you can customize the size of any report on the dashboard to adjust the size of a report report, click and drag the bottom right corner of any report make sure to save once you are done making your changes screen cast 2022 11 04 at 8 56 17 am gif move reports to move reports, click and drag the report to the location you would like it to be use the purple box that appears when you drag the report as a marker of where the report will be make sure to save once you are done making your changes screen cast 2022 11 04 at 9 03 50 am gif change report view you can change the way the report is visualized (chart or table), by clicking … in the top right corner of any report, then report view screen cast 2022 11 04 at 10 18 42 am gif additional dashboard options the options below can be found when clicking more on any dashboard allow empty spaces keep empty vertical space between tiles screen cast 2022 11 04 at 9 16 12 am gif access manage who can view a dashboard screen cast 2022 11 04 at 9 22 44 am gif export download a dashboard as a pdf screen cast 2022 11 04 at 9 19 59 am gif copy create a copy of a dashboard screen cast 2022 11 04 at 9 28 15 am gif faq how often are reports and dashboards refreshed? report results are refreshed live when a report or dashboard is opened the results are then cached for 1 hour if report parameters or dashboard filters are changed within that hour, the report or dashboard will be refreshed reports can be refreshed manually at any time on the dashboard or when reviewing a report on its own to refresh a report on a dashboard, click on the … in the top right hand corner of the report tile and click refresh report refreshing the page will not refresh a report can i add the same dashboard filter type to my dashboard twice? you can! for example, if you wanted to filter results by hiring manager and by recruiter, you could opt to add two user filters to your dashboard, then connect each filter up to the appropriate field on each report accordingly we would recommend renaming any duplicate filters to avoid confusion more on renaming dashboard filters docid\ q7a7cpfpyulmt6bd1qvym adding a value in both filters would mean that only results that match both filters requirements on connected reports would show for example, if i set my hiring manager user filter to only show results where the hiring manager on the job consideration is listed as gemma and then set my recruiter user filter to only show results on connected reports where tim is listed as the recruiter, then only the job considerations where both gemma is listed as the hiring manager and tim is listed as the recruiter would be displayed on reports connected to both filters can i export my dashboard? you can, yes click more , then export your dashboard will then be exported in a pdf format