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How do I use the reporting dashboards?
How do I use the reporting dashboards?
RecruitiFi avatar
Written by RecruitiFi
Updated over a week ago

Chart Descriptions

Every chart and table on your reporting dashboards has a short description of data being provided in the chart, as well as, the filters that can be applied to it.

The description will show up when hovering over the "i" icon in the top left corner of each chart:

Using Filters on the Dashboard

Filter values can be applied in the Filter bar. Depending on your role within your organization you will have access to different sets of filters on your reporting dashboards.

Accessible Filters by Role

Team Administrators: Teammates, Country, Date Range
Seat Holders: Date Range

How to use Filters

Clicking a teammates’ name from the Teammates filter and then "Apply" will filter the charts on the dashboard to only display data specific to Jose's JobCasts.

As you can see in the image below the filter bar now displays that the filter is active, even when the bar is closed.

To select multiple filters at once, simply select values from multiple filters. To see data from a teammate’s JobCasts that started in the last 90 days, check both the teammate’s name from the Teammates filter and "90 days" from the Date Range filter and click “Apply”.

Chart Options

Several options can be accessed from the dashboard level by clicking on the burger menu in the upper right-hand corner of each chart.

You can search for values in Tables by clicking on the magnifying glass icon and typing in values into the search bar that appears at the top of the chart.

Download CSV

The underlying dataset of any chart can be downloaded as a CSV file by selecting "Download CSV."

Edit Pivot

Available only for charts in the table format, "Edit Pivot" allows you to access a table's pivot functionality. 

For more information, check out the documentation on how to set up and create settings for pivot tables.

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