Building Your First Dashboard

use this guide to familiarize yourself with the basics of building a dashboard and build the foundational knowledge you need to fully take advantage of dashboards and reporting in ashby permissions & access custom dashboards are available on the plus, enterprise, and legacy plus plans foundations legacy plus plus enterprise ❌ ✅ ✅ ✅ dashboards overview dashboards help to organize, present, and visualize your reports, allowing you to tailor your reports to ensure specific audiences get the most valuable information for them you can add the same report across multiple dashboards this ensures metrics are aligned and that team members speak the same recruiting data language create a dashboard before creating new reports or finding reports to add to a dashboard, you need to create a dashboard to do this on the top navigation bar, click dashboard and then select create dashboard click the pencil icon to the right of new report dashboard and enter a title click save dashboard when saving the dashboard, you 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 click save 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 report catalog templates docid\ aurrqfzh1h8qgf6rh0vqi , report catalog essentials docid\ vowdo jjgdtwbzc4lirmc , and report catalog advanced docid 24ronsz2xx5tozdsakiq9 creating a report from a template the template library 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 generate a report to build a report from a template click on reports in the top navigation bar, then report builder click on report templates or select a template from the collapsible list in the left sidebar optional add filters or groupings to the template report if needed click save report and set your report settings on the following pop up, including any dashboards the report should be added to click save report building a custom report you can find further details on building custom reports at custom reports docid\ ly keglncudyf0ed41gaw looking for information on our ai report builder? check out report builder & ai assisted report builder docid\ kfmxauorkzx6 ezbu32po running into issues understanding your report results? our ai report interpreter can generate a summary and insights more on this at ai report interpretation docid\ r2shceuhaeo0adh bm5ar adding your report to your dashboard you can also add a saved report to a dashboard when viewing it adding a report to a dashboard from the saved report page after you save a report, the dashboard button appears to add the report to a dashboard click dashboards , then + add to dashboard search for your dashboard and check the checkbox to the left of it click add report to dashboards the name of the dashboard you added the report to appears when you click the dashboards button, and the number indicator updates accordingly add a saved report to a dashboard from the dashboard page you can add saved reports to a dashboard from the dashboard page too to do this navigate to your dashboard at dashboards > saved dashboards click + add item , and select report search for and select the report to add it to the dashboard add a filter and connect it dashboard filters 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's 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 can 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 the filter icon on a report, ashby prompts you to select or 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 identify what reports have filters attached to them by the color of the dot next to the filter icon green all dashboard filters apply to the report grey some dashboard filters apply to the report red no dashboard filters apply to the report to require a filter on all reports on a dashboard, check the box next to require value you see the alert below if any reports aren't connected to the required filter if you have a filter set with require value, your reports will not load until the value has been added to the filter and that the reports have been connected to the filter too dashboard filters apply 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 the trash can to delete a filter 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 the pencil icon used to rename a filter 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 the unsaved dashboard filters apply when you view 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 appear on the dashboard if you need to view the underlying report without any dashboard filter context applied, use the action menu on any report tile (the three dots next to 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 report drill downs docid 9qrm3k9ctag4xyzorx4qv organize and format reports appear on 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, make sure you are in edit mode resize reports by default, ashby adds reports at half size, but you can customize the size of any report on the dashboard to adjust the size of a report, click and drag the bottom right corner of any report make sure to save once you are done making your changes click and drag the bottom right corner of a report to resize it 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 change report view to adjust how a report displays on your dashboard, click the three dots on the report and hover over report view to see the display options adjusting the report view using the three dots add a text field along with adding reports and filters, you can add a text field to your dashboard this can help with adding context, splitting your dashboard into sub sections, and adding captions to add a text field click + add item select text add your text and any formatting using the toolbar click and drag the textbox to move it on your dashboard and use the arrow in the bottom right corner of the textbox to resize as needed you can't use text fields to add styling to dashboards while the toolbar has code line and code block options, these just apply certain formatting to the added text actions under 'more' you can find the options below by clicking more on any dashboard allow empty spaces keep empty vertical space between tiles export download a dashboard as a pdf access manage who can view a dashboard share create a sharable link to the dashboard copy create a copy of a dashboard archive move the dashboard to the archived folder the more section with each of the options highlighted faqs how often are reports and dashboards refreshed? report results refresh live when you open a report or dashboard ashby then caches the results for one hour if report parameters or dashboard filters change within that hour, the report or dashboard refreshes you can refresh reports manually at any time on the dashboard or when reviewing a report on its own to refresh a report on a dashboard, click the three dots in the top right corner of the report tile, then click refresh report refreshing the page does not refresh a report can i add the same dashboard filter type to my dashboard twice? you can! for example, if you want to filter results by hiring manager and by recruiter, you can add two user filters to your dashboard, then connect each filter to the appropriate field on each report accordingly we recommend renaming any duplicate filters to avoid confusion for more on renaming dashboard filters, see building your first dashboard docid\ q7a7cpfpyulmt6bd1qvym adding a value to both filters means only results that match both filters' requirements on connected reports show for example, if you set your hiring manager user filter to only show results where the hiring manager on the job consideration is listed as gemma, and set your recruiter user filter to only show results on connected reports where tim is listed as the recruiter, only the job considerations where both gemma is listed as the hiring manager and tim is listed as the recruiter display on reports connected to both filters can i export my dashboard? you can, yes click more , then export ashby exports your dashboard as a pdf can i view a full screen version of my report from the dashboard view? yes to expand your report while viewing it on a dashboard, click on the square icon to the right of the report title you can click the x on the expanded report to return to the dashboard the view fullscreen option on a report