Dashboards

Combine saved reports into a repeatable summary for your team.

Availability: Dashboards are part of the optional custom reporting package. If you cannot see them, ask your InsightHire administrator or customer success contact about access.

Create one view of the hiring information your team reviews repeatedly, such as hiring speed, application sources, and recruiter workload.

Key terms

• A report is a saved analysis.
• A widget displays one report as a table, number, or chart.
• A template is a ready-made starting point for a report.
• A dashboard is a collection of widgets.

Create a dashboard

1. Create at least one saved report, or start from a report template.
2. Open Reports and select Manage for dashboards.
3. Create a dashboard.
4. Select Add widget.
5. Find a report and choose how it should appear and how much space it should use.
6. If no report fits, select Create report from template.
7. Arrange the widgets and save.

Team members with report access see the same saved dashboard setup for your organization.

Widget types

• Table: detailed rows from a report
• Big number: one key performance indicator, such as hires or average time to hire
• Chart: a trend or comparison when the report groups its results

Widget data refreshes when the dashboard loads. Create an email schedule if people need the summary delivered automatically.

Example dashboards

For source-of-hire cost specifically, check the Home dashboard's built-in Cost per Hire by Source panel first — see Funnel & sources. It's already there without building a custom report.

Use built-in analytics tabs for a quick question. Use a dashboard for a view your team reviews repeatedly.

Permissions

Recruiters and administrators with custom reporting access can view dashboards. Dashboard creation and editing follow the same permissions as the report builder.

Related

• Custom reports — build the underlying saved reports
• Analytics overview — built-in tabs that complement dashboards