This document reviews dashboard filters and how to add or remove them from dashboards.

Dashboard filters are a powerful feature in Ashby that allow you to add or configure filters at the dashboard level that can be quickly applied to all reports on a dashboard. They allow you to build dashboards that can be filtered to specific departments, recruiters, etc., without having to copy reports and dashboards.

An example of a dashboard in which all reports are filtered down to the Marketing department.

The Loom video below will teach you how to use dashboard filters in Ashby.

To add a filter, navigate to your dashboard (make sure you are on the Dashboard Edit View) and click 

Find the field you would like to filter by. For filters attached to a user, use the 

 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.

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

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 

. 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 will not be saved to the underlying reports.

Viewing an underlying report on a dashboard with a filter

If you apply filters at the dashboard level, you can click the Go to Filtered Report icon to view the report. The unsaved dashboard filters will be applied when viewing the report (but will not be saved to the report automatically). You can click 

 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 

 button) to go directly to the report via 

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

Can I connect a Recruiting Planner report to a dashboard filter?

Help! I’m accessing the dashboard from my homepage and don’t have the option to connect filters. What’s going on?

 column on your homepage, be sure to click 

 on the dashboard. You should then be able to configure dashboard filters.

Can I set my dashboard filter to exclude certain values?

You can, yes. When you specify a value for your filter, you will see an 

 dropdown between the filter type and the chosen value. You can use the dropdown and select 

 to exclude the specified value from your results rather than only show values matching your filter.

Building Your First Dashboard

Dashboard Filters

The openings feature in Ashby lets you track your open headcount and hiring goals as well as metrics for each individual headcount accurately. You can assign multiple openings to a single job.

Openings

Adding your data from your previous ATS to Ashby

migration

Schedule interview activities can be set up within each stage of your job’s interview plan. These activities allow you to select an interview type, interviewers and set the interview’s settings in advance.

schedule_interview_activities

The candidate’s application or consideration for a role. A candidate can have multiple job considerations on their profile, as you can consider a candidate for as many roles as you’d like.

job_considerations

A job board that can only be accessed by users logged into Ashby. The job board or boards your jobs are posted to are selected within the job posting settings.

internal_job_board

Set within a job’s Settings section, users added here will receive notifications about the role they’ve been assigned to. The types of notifications they receive will be based on their Notifications settings within Personal Settings. 

hiring_team

Determine if and when users can view feedback based on their access role. 

feedback_visibility

The users in your Ashby account. Employees can be provisioned automatically via the Google Workspace or Microsoft 365 integration or be added manually. They will be provisioned with Limited Access permissions initially.

employees

Settings to determine if emails sent to and from the candidate are hidden when in the Offer or Hired stages. Can also skip email syncing for hired candidates and for those considered for confidential jobs.

email_visibility

A survey with set wording and questions that candidates can fill out voluntarily. This survey can be added to the application tab of your job postings, be sent out manually or you can create automation rules to send it out automatically.

EEOC_Survey

Reports that are sent to you regularly with information about upcoming interviews or overdue tasks. Can be set up in Personal Settings > Notifications.

digests

The color palette used for all reports and dashboards. The chosen color customization will be applied across the organization for all users.

default_visualization_colors

Dashboards allow you to add multiple reports to one page for easy viewing. You can also add filters to dashboards and link them to each report to filter all reports down without amending each of them individually.

dashboards

Links that you can add to external job board postings to automatically add a specific source to a candidate’s application.

custom_tracking_link

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A feedback form that was created specifically as part of an interview. Cannot be used on other interviews unless it’s promoted to a shared feedback form.

custom_feedback_form

An interview that was created specifically as part of a schedule interview activity. Cannot be used on other jobs or interview plans unless it’s promoted to a shared interview. 

custom_interview

An application form that was created specifically within a job posting. Cannot be used on other jobs or job postings unless it’s promoted to a shared application form. 

custom_application_form

Allow you to create fields to store additional information for candidates, jobs, projects or offers.

custom_fields

The option to remap data into custom buckets for reporting purposes.

calculated_fields

A tool to set rules that will automatically reject an application based on answers to specific questions within the application form.

auto-reject

A tool that allows you to set up a process where one or multiple users must approve an offer, a job or an opening before further action can be taken.

approvals

The form that a candidate completes on your job board when applying for a role. Once the application form is submitted, the candidate will appear in the Application Review section of your job’s pipeline.

application_form

The tool used to configure an email that is automatically sent to a candidate after their application has been submitted.

application_email_confirmation

Removing candidate’s PII from their profile but keeping other information for reporting purposes (pipeline movement, job considerations, etc).

anonymizing_candidates

Clarifying internally why a candidate has been rejected for a role.

archive_reasons

The option to add specify a number of minutes to be blocked off before and after interviews to avoid back-to-back interviews.

buffer

The ID number added to a job for reference purposes. Can be replaced by opening ID if you opt to use openings.

requisition_ID

Any user with access to Ashby can log in and either submit a referral directly or generate a link to share with their community. A candidate who applies via that link will be credited to that user. 

referrals

Where you can set default settings like Location and calendar invite content for interviews and schedule interview activities.

scheduling_defaults

Part of the Google Workspace and Microsoft 365 integrations where users are synced over and given access to Ashby automatically. Users are provisioned with Limited Access by default.

user_sync

The option to add a send-as email address in Gmail and share it with other users. You can also specify a default no-reply address for automated emails. 

shared_email_aliases

Tokens you can add to your sequences and email templates to pull information from the candidate’s profile, from the sender or from the job. This information is then added to the email automatically in place of the token when sending an email.

substitution_tokens

The option to share your email address with others and for others to share theirs with you. Once shared, emails can be sent on another user’s behalf.

email_sharing

A route to import or bulk update candidates, openings or employees by uploading a CSV file. The file can be uploaded and field can be mapped accordingly at Admin > Data Management > Bulk Data Import.

bulk_CSV_import

A route to import candidates by emailing their resumes or CVs over to a candidate upload email address. The email addresses you can use to import candidates can be found in Admin > Data Management > Import via Email.

email_import

Drip campaigns that you can enrol leads or candidates in to gauge their interest in a role.


sequences

Projects are lists of leads or potential candidates. They help you keep track of talent that you're not actively considering for any particular role you currently have open.

projects

The stage the role you’ve created is currently at. The job can either be a draft, open (accepting candidates and/or moving them through the pipeline currently), closed (candidates are no longer being considered) or archived.

job_status

Moving a candidate’s job consideration to another job’s pipeline. This option is available in the ‘More’ section of the candidate’s profile.

transfer

Tasks are shown on your Home page and are any actions that need to be taken (leaving feedback, following up with a candidate, approving an offer, opening, or job, or acknowledging a note you’ve been tagged in)

tasks

Where you can set a rule to stop candidates from being enrolled in a sequence if they have been contacted already within a certain time frame.

Outreach_Frequency_Policy

The final result for an application, either Hired or Archived.

outcome

Where you can see all of the integrations we currently offer. Don’t see the integration you’re looking for? Reach out to support@ashbyhq.com to put in a request.

Integrations_Marketplace

Job_Consideration

Rejecting a candidate's job consideration