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.
Overview
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. If you’d like, you can also create topics to group your reports by.
Saved Reports, Recruiting Plans & Dashboards
With Saved Reports, you’ll be able to jump between saved reports, recruiting plans and dashboards with ease using the Reports, Recruiting Plans and Dashboard tabs.
Reports: View all saved reports that you have access to. The table will list the title of the report, when the report was last updated, any dashboards the report has been added to and the author. Click New Report to create a new report from this view.
Recruiting Plans: View all Recruiting Plan reports here. More on these at Recruiting Planner. By default the table will list the recruiting plan title, when it was last updated, any topics and dashboard the plan is linked to and the author of the recruiting plan report. Click New Recruiting Plan to create a new recruiting plan report from this view.
Dashboards: View all of the dashboards you have access to here. By default the table will list the dashboard title, when the dashboard was last updated and the author. Click New Dashboard to create a new dashboard from this view.
If you’d like to add additional columns of data to your tables, click the Add Column button. You will then be able to select additional fields to add to the table display.
To hide columns already on display, click the button with the column image and switch off the fields that you’d like to hide.
Saved Content Filters and Views
You can now add filters and create views for your saved content to quickly find the data you need. Both basic and advanced filtering options are available.
Filters
Basic Filtering
If you have the Advanced toggle off when filtering your saved content, you can add a filter by clicking + Filter.
Advanced Filtering
If you have the Advanced toggle on when filtering your saved content, you can add a filter by clicking + Add Field to Match, then selecting the field in question.
You can filter via the following fields for saved reports:
Field | Description |
|---|---|
Author | The user who created the report |
Type | The type of report |
Title | The title of the report |
Topics | The topics associated with the report |
Dashboards | The dashboards that this report is on |
Last Updated | The date and time the report was last updated |
Has Alerts | Whether the report has any alerts configured for it |
Access Level | The access level of the report* |
Is Access Restricted | Whether access to the report is restricted to a specific set of users |
Locked By | The user who locked the report |
Accessible to User | Allows filtering reports by whether a given user has access to them |
You can filter via the following fields for saved recruiting plans:
Field | Description |
|---|---|
Author | The user who created the recruiting plan |
Title | The title of the recruiting plan |
Topics | The topics associated with the recruiting plan |
Number of Targets | The number of targets in this recruiting plan |
Dashboards | The dashboards that this recruiting plan is on |
Last Updated | The date and time the recruiting plan was last updated |
Start Date | The start date of the recruiting plan’s date range |
End Date | The end date of the recruiting plan’s date range |
You can filter via the following fields for saved dashboards:
Field | Description |
|---|---|
Accessible to User | Allows filtering dashboards by whether a given user has access to them |
Access Level | The access level of the dashboard* |
Is Access Restricted | Whether access to the dashboard is restricted to a specific set of users |
Has Scheduled Deliveries | Whether the dashboard has any scheduled deliveries configured |
Topics | The topics associated with the dashboard |
Author | The user who created the dashboard |
Title | The title of the dashboard |
Updated At | The date and time the dashboard was last updated |
Locked by | The user who locked the dashboard. Use this field to identify the dashboard's locking owner. |
Copy restricted? | Whether users are prevented from copying the dashboard. |
*Saved report and dashboard access levels are as follows: Private: Only accessible to the author Public: Accessible to all elevated access users Private & Shared: Accessible to the author and at least one other user
Saved Views
Once you’ve added the appropriate filters, you can save the view you’ve created by clicking Save As New. Give your filter view a name and then click Create.
This will add a new tab within the filters section that you can easily click to view the filtered view in the future.
Topics
Topics allow you to group your reports by theme so they can be easily filtered as needed. Only those with Organization Admin access can create, edit or delete topics.
How to create a topic:
- Navigate to Reports > Saved Reports or Dashboards > Saved Dashboards
- Click Create Topic to create your first topic. Once you’ve created your first topic, hover over All Topics on the topic list, then click the + icon to add an additional topic
- You will be prompted to give your topic a name. You can also assign your topic to a parent topic if you are creating a new sub-topic. If you opt to not assign a parent topic, then the created topic will be treated as a top-level topic
- Click Create Topic
How to assign a topic to a report, recruiting plan or dashboard:
- Navigate to the report, recruiting plan or dashboard
- Click on the topics button underneath the saved content’s title (if you haven’t assign a topic to the report yet, this will show as No topics)
- Select the topic from the list to assign it to the report, recruiting plan or dashboard
- Once a topic is added, it will be listed in the topics button in place of No topics
Alternatively, if you have the Topics column in the table view of your saved reports, recruiting plans or dashboards, you can over over the Topics field for the report in question and click the pencil icon to assign and amend the topics linked to the report or dashboard in question.
How to unassign a topic from a report, recruiting plan or dashboard:
- Navigate to the report, recruiting plan or dashboard
- Click on the topics button underneath the saved content’s title
- Click the X beside the topic in question, then confirm you would like to remove it from the report
How to delete or edit a topic
- Navigate to Reports > Saved Reports or Dashboards > Saved Dashboards
- Hover over the topic in question and click the ellipsis that appears
- Choose whether to edit or delete the topic. You’ll also have the option to create a sub-topic for the parent topic here
Please note that deleting a topic will unassign it from all associated content. All sub-topics within the deleted topic will be moved up a level
Deleting Saved Content
You now have the option to delete a report or dashboard. Please note that the report or dashboard must be archived before you'll see the option to delete it completely. Report and dashboard deletion cannot be undone.
To delete a report:
- Navigate to the report, click More, then Archive.
- Once the report has been archived, click More again, then Delete.
Please note that any configured alerts will be deleted along with the report and it will be removed from all dashboards.
To delete a recruiting plan:
- Navigate to the recruiting plan, click More, then Archive.
- Once the recruiting plan has been archived, click More again, then Delete.
Please note that this will remove the recruiting plan from any dashboards it was linked to.
To delete a dashboard:
- Navigate to the dashboard, click More, then Archive.
- Once the dashboard has been archived, click More, thenDelete
All of the dashboard's saved views will also be deleted and any scheduled deliveries set up on this dashboard will be stopped on deletion.
