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.

Custom Dashboards are available on the Plus, Enterprise, and Legacy Plus plans:

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.

Before creating new reports or finding reports to add to a dashboard, you need to create a dashboard. To do this:

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: TemplatesReport Catalog: Templates, Report Catalog - EssentialsReport Catalog - Essentials, and Report Catalog - AdvancedReport Catalog - Advanced.

The Template Library 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:

You can also add a saved report to a dashboard when viewing it.

After you save a report, the Dashboard button appears. To add the report to a dashboard:

The name of the dashboard you added the report to appears when you click the Dashboards button, and the number indicator updates accordingly.

You can add saved reports to a dashboard from the dashboard page too. To do this:

Dashboard FiltersDashboard Filters reduce duplicative work, while also providing flexibility for the audience of the dashboard.

You can identify what reports have filters attached to them by the color of the dot next to the filter icon:

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.

To delete a dashboard filter, select the Trash icon next to the filter and click Delete.

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.

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.

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.

Many of the reports you build in Ashby have drill downs available. For more on these, check out Report Drill DownsReport Drill Downs.

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.

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.

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.

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.

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:

You can find the options below by clicking More on any dashboard.

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.

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 DashboardBuilding Your First Dashboard.

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.

You can, yes. Click More, then Export. Ashby exports your dashboard as a PDF.

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.