Report View Options

This document reviews the different report view options in Ashby.

Introduction

Every report has View Options to allow for configuration and customization. These options vary by report type and whether Group By fields have been added.

You can find a report’s View Options just above the Results section.

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The View Options types can be easily changed by clicking on each tab (Line Chart, Bar Chart, Stacked Bar Chart, etc). In addition, the options underneath each View Options tab are unique to the type selected and may change.

Selecting each tab changes the report visualization. The options underneath each tab change as well. For example: the Line Chart option shows the Count As drop down and the Stacked Bar Chart option shows Count As, Y Axis, and Group Labels drop downs.

Line Chart

Line charts make clean, basic reports. They do not stack, which means trends on individual components can be seen more clearly.

This is a Count over Time report showing the number of internal applicants and referrals in the last 3 months.

You have the option to view the report results as a rate or a running total when you click the drop down for Count As.

Line Chart results counted as a rate.

Line Chart results counted as a running total.

Bar Chart

Bar charts allow you to easily compare different categories of data. This View Option does not stack.

This is a Count over Time report showing the number of referred applications each month over the last 6 months.

When a Group By field is selected, one bar per group is added.

This is the same Count over Time report as above, but the results are now grouped by Outcome. There is a bar for Active, Archived, and Hired applications.

We recommend avoiding fields that have many values, as it may make a cluttered view.

You have the option to view the report results as a rate or a running total when you click the drop down for Count As.

Bar Chart results counted as a rate.

Bar Chart results counted as a running total.

Stacked Bar Chart

Stacked bar charts allow you to easily compare different categories of data, and one stack per group is added to the bar when a Group By field is selected.

This is a Count over Time report showing the number of referred applications each month over the last 6 months, grouped by Outcome.

In addition to the Count As drop down, the Stacked Bar Chart view options also includes Y Axis and Group Labels.

% composition charts can be made if you select Show Percent in the “Y Axis” drop down.

Count As: the report results can be be counted as a rate or a running total

Y Axis: the Y axis results can be shown as a count or as a percent

Group Labels: the group labels can be shown as a count, percent, or not at all

Table

The Table view option provides you with a raw table of data. You have the option to view the report results as a rate or a running total when you click the drop down for Count As.

This is a Count over Time report as above, shown in the Table view.

Pivot Mode

Available on reports that have a Group By selection.

Allows easy pivoting on any of the Group By fields, and multiple pivots are permitted.

An example of collapsing and expanding the Application’s Outcome in the table.

This report has Pivot Mode turned on and is pivoting on “Application’s Started At.”

An example of collapsing and expanding the Application’s Outcome in the table.

Row Totals/ Column Totals

Row Totals and/or Column totals can be shown in the table when they are checked.

An example of adding row totals and column totals.

Pie Chart

Pie charts allow you to view your data in a circular graphic, divided into sections that each represent a proportion of the whole.

This View Option is only available on Segmentation reports.

You can measure the report results by Percent or Count. If you select count, the results are shown as a bar chart visualization.

You report results can be sorted Ascending, Descending, or None.

A pie chart showing the % of applications by department over the last 6 months.

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Number

The Number view option allows you to see a total count and is a available on Custom Lists.

You can see that 173 interviews were held this month by selecting the Number View Option.

Single Number

Ratio: the number of all records relative to the number of records matching the selected Group By value, expressed as a ratio

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Learn more about ratio reports in our Ratio Reports

Percent: the selected group’s value as a percent of all matched results, e.g. percent of hired applications relative to all application results

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FAQ

You can! To do this, navigate to Admin, then Organization Setup > Default Visualization Colors. Here, you can set up your default visualization colors to use in reporting. Choose a minimum of 12 unique colors but up to a maximum of 32.