--- title: Navigating Ashby Analytics slug: navigating-ashby-analytics docTags: G8dmC6tNw9fak7qGrSH3Z,b-RUvvYJSAyhoa4qcA_nj,jO3e4ytWiZf9mM2gvAHhT createdAt: 2025-07-10T11:04:40.523Z --- 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. :::hint{type="warning"} Ashby offers two distinct products: **Ashby Analytics** and **Ashby All-in-One**. The full analytics functionality described in this article is available to all Ashby All-in-One users. When this article references "Analytics users," we mean organizations that have only purchased the Ashby Analytics product rather than the full suite of applicant tracking features. ::: # A quick tour of Ashby Analytics This section starts with a quick introduction of the Ashby Analytics product. :::hint{type="info"} Ashby analytics features can be found throughout the Ashby product, depending on what data you're looking for and how you want to use it. If you're specifically looking to learn how to build reports and dashboards, see [Ashby Analytics: Key Reporting Concepts](docId\:HuKCp0EIHAKDk4xUcuhnm) and [Building Your First Dashboard](docId\:Q7A7CpFpyulmT6bd1qVYm) . ::: ::loom{url="https://www.loom.com/embed/5c631c81e3eb448cb4d0d5cae6fb4fcc"} ## Key areas of Ashby Analytics ### Home page This is the page you land on when logging into Ashby. For Analytics users, this is blank at first. ![](https://cdn.zappy.app/22018fae3cdf185c3f8010066af27cb5.png) 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. ### Candidates **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. ![](https://cdn.zappy.app/81d09948afa8b7f330a0d1cd640588e0.png) **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 Control](docId\:MuCHM4f6ZrjbV4r1fjn_o). ![](https://cdn.zappy.app/c9b4763b82017fae4fe4b9c82fa9d00b.png) ### Jobs 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. ![](https://cdn.zappy.app/6275e9053c1975d61766a19b00a9c2a5.png) ### Reports **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](docId\:AurRQFzh1h8qgf6rh0VQi). For a guide on creating custom reports, check out [Custom Reports](docId\:lY-KegLNCudYF0ed41GAW). Custom reports can be configured on the Plus, Enterprise and Legacy Plus plans: | Foundations | Legacy Plus | Plus | Enterprise | | ----------- | ----------- | ---- | ---------- | | ❌ | ✅ | ✅ | ✅ | 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](docId\:kFMXauoRKZx6_EZbu32Po). ![](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/uesHVWsUyjN40FLQSurXg_report-builder-page.jpg) **Saved Reports** Here you can access all reports that have been saved. These are split into the following categories: - Mine: Reports that you have created. - Private: Reports that are set as private but that you are on the access list for. - Organization: Reports that have been created by other users in the organization that can be accessed by all users. :::hint{type="info"} You can also access saved reports of a specific type from this list (for example, view all Candidate Searches, Count Over Time, or Time in Process reports). ::: ![](https://cdn.zappy.app/010bfe8f6274847b9006058d48cef443.png) ### Dashboards **Create Dashboards** Here you can start building a dashboard to display your reports. For more on creating dashboards, check out [Building Your First Dashboard](docId\:Q7A7CpFpyulmT6bd1qVYm). ![](https://cdn.zappy.app/22bc80faad07275b23840ae5234c5342.png) **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. ![](https://cdn.zappy.app/a01e22770500d7bdf3f3b3e3a15b0eea.png) **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 Dashboards](docId\:nhvbeIsfV8wiqLWeEmF2t). ![](https://cdn.zappy.app/c38576f996e3f6f1736964de5fdec05d.png) ### Admin 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**. # Saving reports & dashboards This video shows how to save a report and add it to a dashboard. ::loom{url="https://www.loom.com/embed/e4c7727cc5a8457494f4226ef8ea17f0"} 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). ![](https://cdn.zappy.app/585d12d322e4f450a5f6e13f03319f92.png) 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. ![](https://cdn.zappy.app/567171c8d8e66d595ca6947acea6ae29.png) :::hint{type="info"} Users accessing the report can only see data relating to the departments, locations, and jobs that they have access to. ::: ## Adding the report to a dashboard 1. Hover over **Dashboards** and click `Create Dashboard`. ::Image[]{src="https://cdn.zappy.app/083d52ab6d60f751912f6cc69593b4af.png" size="50" isUploading="false" width="540" height="358" darkWidth="540" darkHeight="358" showCaption="false"} 2. Click `+ Add Item`, then `Report`. ![](https://cdn.zappy.app/d07fba7eac854c3c8cdd937e2f85ef65.png) 3. Select a saved report to add it to your dashboard. 4. To resize a report tile, click and drag the bottom-right arrow. ![](https://cdn.zappy.app/4584aa3487d4196765d853d2b7f674dc.png) 5. To move a report tile, click and drag anywhere else on it. 6. Click `Save` to keep your changes. # Using dashboard filters This video shows how to add filters that filter an entire dashboard at once. ::loom{url="https://www.loom.com/embed/9a2eb93e26de4ceba5414d1dcee10ce9"} ## Adding a filter to a dashboard 1. Click `Add Item`, then `Filter`. ![](https://cdn.zappy.app/a713a8571254eb6d729c62f53101785c.png) 2. Use the search bar to find a specific filter, or scroll through the list to find the filter you're looking for. ::Image[]{src="https://cdn.zappy.app/15e41a18faef00a68cdb2bcb3dfa4e9e.png" size="84" width="729" height="475" darkWidth="729" darkHeight="475" position="center" showCaption="false"} 3. Select your filter. You see a `Not Connected Yet` message — you need to connect your filter to the reports you'd like to filter for it to work. ::Image[]{src="https://cdn.zappy.app/66038974591be4f850adf92b352e8243.png" size="86" width="1439" height="784" darkWidth="1439" darkHeight="784" position="center" showCaption="false"} ## Connecting a dashboard filter to a report 1. Click the filter icon on the report tile. ::Image[]{src="https://cdn.zappy.app/279a1980dab19aa937db1422f5475a9c.png" size="48" width="248" height="179" darkWidth="248" darkHeight="179" position="center" showCaption="false"} 2. Specify the field you'd like to connect the filter to (for example, if you're filtering by job on your dashboard, look for the **Job Consideration > Job** field). ::Image[]{src="https://cdn.zappy.app/e96014724861a3420e89f1d40c50f16b.png" size="78" width="741" height="489" darkWidth="741" darkHeight="489" position="center" showCaption="false"} 3. Close the wizard. The filter icon indicator on the report now shows in green, and the dashboard filter now applies to your report when amended. ::Image[]{src="https://cdn.zappy.app/68b697c7161a099ef51b33998ea63dee.png" size="48" width="248" height="182" darkWidth="248" darkHeight="182" position="center" showCaption="false"} 4. To require users to select a value before seeing results across the dashboard, select the `Require Value?` checkbox beside the filter. ::Image[]{src="https://cdn.zappy.app/df687024c095c76b21216627fe5d18a6.png" size="88" width="620" height="181" darkWidth="620" darkHeight="181" position="center" showCaption="false"}