Getting Started with Analytics
Navigating Ashby Analytics
This guide provides an overview of Ashby Analytics features and functionality. Learning some of the key concepts of Ashby Analytics will help you quickly build your own reports and visualizations and get previously hidden insights about your recruiting efforts.
Ashby Analytics: Key Reporting Concepts
Ashby is powerful and flexible, but you only need to understand a few key concepts to build your own reports. The sections below discuss these key concepts.
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. 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.
Dashboard Filters
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.
Report Drill Downs
When reporting on specific subjects, you can open a report drill down to view the data making up the results. Many of the reports you build in Ashby will have drill downs available.
Saved Reports & Dashboards
If you have a large number of saved reports and dashboards, the Saved Reports layout will allow you to filter and locate your saved content easily. When navigating to Reports > Saved Reports or Dashboards > Saved Dashboards, you can filter, create saved views and search for specific reports or dashboards by title.
Permissions & Sharing Dashboards
In this guide, we’ll cover how permissions impact viewing reports and dashboards and how to share reports and dashboards you’ve created with other users. In Ashby Analytics, there are two license types.
Understanding & Reporting on Interview Stage Transitions
This article covers the Interview Stage Transitions reporting subject, including available fields for filtering and grouping, and common reporting examples. When building reports in Ashby, one of the subjects available is Interview Stage Transitions.
Reporting Errors & Resolutions
This document reviews different types of errors you may encounter when using Ashby, what they mean, and how to resolve them. If you ever encounter an error screen of any type, you are welcome and encouraged to reach out to support\@ashbyhq.
Exporting Reports and Dashboards
This guide gives an overview of the various report and dashboard export options. Ashby supports exporting both reports and dashboards.
Analytics Jobs List & Dashboard
You can access your job list and job-specific dashboards in Ashby Analytics. This guide walks through the information available in the jobs list, job dashboards and within individual job views.
Calculated Fields
This document reviews the Calculated Fields feature and the two different types of fields you can create. If you are looking to create fields to house custom information for a candidate, job, project or offer, please check out Custom Fields .
Formula Fields
Formula Fields are a new type of that allow mathematical and logical operations on top of your existing field data, bringing more robust customization to your reporting needs. After a Formula Field is created, it is available for all filtering and grouping in reporting across Ashby.
Field Comparison Filters
The traditional filter interaction follows a paradigm of letting you pick a field or property and then specifying a property value to pull results for. For example, filtering for Interview Stage = Onsite would be specifying the value Onsite for the field Interview Stage to match results accordingly.
Report View Options
This document reviews the different report view options in Ashby. Every report has View Options to allow for configuration and customization.
How do I enable Advanced filters?
This document reviews how to enable and utilize Advanced filtering options in Ashby's report building interface. The Advanced filter interface allows you to select individual and multiple fields while applying logical And, Or, and Not operations.
Quality of Hire Reports
Quality of Hire Reports give you visibility into how new hires are performing over time, drawing on data collected through Quality of Hire Surveys. This article covers the template reports available in the Template Library (including score composition, averages, and completion rate reports) and walks you through building custom reports using the Quality of Hire Enrollments and Quality of Hire Survey Steps reporting subjects.