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Creating a Dashboard

Learn how to create a Reporting Dashboard

Ben Gilchrist avatar
Written by Ben Gilchrist
Updated over 2 months ago

Dashboards can be created in the ATS and can provide a live snapshot of data in a 'at a glance' format.

Various options are available to be added to a dashboard:

  • Live Vacancies

  • Expiring Vacancies

  • Agency Portal

  • Interviews

  • Candidates Offered

  • Total Applications

Note: you will need access to the 'Dashboard' module to be able to access and create dashboards.

Creating a Dashboard

To create a new dashboard, you will need to access the 'Dashboard' page when signed into Talos.

This will show you a Summary of your default Dashboard upon loading the page. To create a new dashboard, click on 'Create New Dashboard' in the upper right-hand corner of the page:

On the Dashboard Settings page, give your new dashboard a name and the layout type you would like your dashboard to be shown in:

Once you have clicked on Save Changes, you will then be taken to the Edit screen of your new dashboard. You can add a summary widget by clicking on 'Add Summary Widget' which will summarise information or you can add a normal widget by clicking on 'Add New Widget':

Note: some widgets also offer the ability to add a summary widget when adding them to your Dashboard

Click on the relevant widget you would like to add from the available list:

Once this has been added to your dashboard, you can amend the header of the widget as well as how many days to look back on:

Note: a widget can be added to a dashboard multiple times to report on different number of days.

Once you are happy with the widgets that have been added to your dashboard, click on 'Save Changes' in the upper right-hand corner of the page.

Viewing and Editing a Dashboard

You will then be able to select the dashboard (if you have multiple) from the Dashboard homepage using the 'Select Dashboard' dropdown:

To make a dashboard the default dashboard when you load the page, click on 'Default Dashboard' when this has been loaded:

You can also edit the dashboard if you feel you need to add, amend or remove any of the widgets by clicking on 'Edit':

FAQ

My dashboard isn't showing all of the information. Why is this?

On the Dashboard screen, select the 'Hierarchy Teams' button in the upper left-hand corner of the page and select all hierarchy teams. This will then report on all hierarchy teams and give you accurate date.

The hierarchy teams can also be selected individually or in groups to only report on certain teams.

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