Information: Reporting and Dashboards is currently in beta, for further information please contact your customer success manager
Welcome to Reporting & Dashboards, the next evolution of reporting in TalosATS. Faster, smarter, and more flexible, it gives you clearer insights and better control over your data.
Getting Started
Reporting and Dashboards now requires Roles and Permissions to be enabled. If you are not using Roles and Permissions yet, view how to set them up here.
Reporting and Dashboards Permissions
Permission Name | Description |
Can Use Reporting | Access Reporting and view existing reports, access underlying report data, and use drilldown for deeper insights. |
Can Use Dashboards | Access Dashboards and view existing dashboards. |
Can Use Dashboards | Download reports or dashboards, and schedule dashboards for yourself or others. |
Reporting + Permissions
Permission Name | Description |
Can Manage Reports | Create new reports, modify existing ones, and delete your own reports. |
Can Manage Dashboards | Create new dashboards, edit existing ones, and delete your own dashboards. |
Can Share Reports and Dashboards | Share dashboards and reports with other users. |
Can Use Advanced Data Export Tools | Create KPI alerts and sync reports to platforms like Microsoft Teams, Google Sheets, Excel, and more. |
Can Use Advanced Options | Create formulas and parameters in reports |
Reporting Homepage
Clicking on the Reporting icon in the left-hand sidebar will take you to the new homepage:
Filters available for selection are:
Search Bar - search by keyword, report name or creator
Filters - filter by
All reports
Reports you have created
Reports shared with you
Talos Suite of Reports (read-only system reports you can duplicate and edit)
Dashboards
Dashboards use the same layout and design as reports:
Can be searched, shared, filtered and managed like reports
Set a Default Dashboard - from the 3-dot menu, select 'Set as Default' to make a dashboard automatically load when loading the Dashboard homepage
Only one dashboard can be set as default
If not default is set, this will load the Dashboard homepage
