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.

This section starts with a quick introduction of the Ashby Analytics product.

This is the page you land on when logging into Ashby. For Analytics users, this is blank at first.

You can click the + icon to add dashboards and reports so you can easily access them when you log in.

Every user's home page is unique, so they can each pin the reports they find most useful to their own home page.

Search

Here you can view a list of your candidates and create and save searches. Use filters to determine your criteria, then click Save to add this as a saved candidate search in your account.

You can use the Advanced toggle to switch between basic filters and advanced filters. Basic filters provide the most commonly used filters, while Advanced filters give you more filtering options to choose from.

Saved Searches

Here you can view all saved candidate search reports. You can choose from searches you yourself have created and saved (under Mine), or searches that have been set up by other users in your organization. If other users have set their searches as private and you are not on the access list for the search, you do not see the saved search listed. For more on this, see Confidential Reporting & Content Access ControlConfidential Reporting & Content Access Control.

View and filter your jobs and job pipelines here.

You can click into a job to get more specific data on the stages candidates are in and access the pre-built job dashboard for the role.

Report Builder

The Report Builder page gives you access to templates and the option to create custom reports.

For more on the templates we offer, check out Report Catalog: Templates.

For a guide on creating custom reports, check out Custom Reports. Custom reports can be configured on the Plus, Enterprise and Legacy Plus plans:

You can also chat with our AI Reporting Assistant and have it build a report for you. More on this at Report Builder & AI-Assisted Report Builder.

Saved Reports

Here you can access all reports that have been saved. These are split into the following categories:

Create Dashboards

Here you can start building a dashboard to display your reports. For more on creating dashboards, check out Building Your First DashboardBuilding Your First Dashboard.

Saved Dashboards

Access all saved dashboards that you have built and have access to here. You can view your own dashboards, private dashboards you have access to, organization-wide dashboards, scheduled dashboards, and archived dashboards.

Core Dashboards

Some pre-built dashboards are available so you can access commonly requested metrics quickly. For more on the available reports and dashboards, see Core DashboardsCore Dashboards.

In Admin, you can adjust account settings, including adding and amending employee access in Employees, viewing and adjusting your billing settings in Billing, creating a grouped interview plan in Grouped Interview Plan, and more. Check out the key concepts and FAQ below for more specific information on areas of Admin.

This video shows how to save a report and add it to a dashboard.

Once you've built your report, click Save to add it to your Saved Reports. A saved report can be added to dashboards and accessed by other users in your organization (pending the access control settings on the report).

When saving, you can give your report a title and determine whether access control is on (so only you and users you specify can access the report) or off (the report can be viewed by anyone in your organization). Click Save to confirm your settings and save the report.

This video shows how to add filters that filter an entire dashboard at once.