Information: Reporting and Dashboards is currently in a Closed Beta and not available to all users. For further information, please contact your Customer Success Manager.
You can build your own bespoke reports tailored to the data you need within Reporting and Dashboards. These reports can be shared, downloaded and scheduled depending on your access.
Note: To create or edit reports, your Talos user must have the "Can Manage Reports" permission enabled.
Reports in Talos have two available modes:
View Mode: this mode focuses purely on the content of the report. All editing controls are hidden giving you a distraction-free view.
Manage Mode: if you have the Can Manage Reports permission, you can open any report in Manage Mode. This enables you to modify the report by adding or removing columns, changing filters, or adjusting the visual type.
If you also have edit access, you can save these changes to the original report.
If you don’t have edit access, you can still make changes temporarily, but you won’t be able to overwrite the saved version
Creating Reports
There are a couple of different ways you can build a new report in Talos:
Build a Report as New
Load the Reporting homepage and click on 'Create New Report':
From the Report Builder page, select the data you would like to add to the report from the left-hand sidebar (under ApplicantCore) or you can manually type in the search box at the top of the builder and add your data here directly:
When you are happy with the parameters of your report, click on 'Go' and this will load the report within the builder so you are able to view how this looks:
Once you are happy with your new report, click on the 3-dot menu and click on 'Save' to save the report:
This will show a pop-up where you can name your report and give it a brief description to help other users (if shared) on how this report runs and what data it generates.
Make a Copy of an Existing Report
Open any created report, click on the 3 dot menu and then 'Make a Copy':
This will give you a fully editable version of the same report, which you can edit as needed and save as a new report.
Note: if you are reporting on specific departments, make sure this is selected under the 'Departments' drop-down when creating/editing a report:
Navigating the Report Builder
When the report builder has opened, this will display a list of fields available to add to your report. These fields come from the data set that is being used. By default, this is 'ApplicantCore' and contains all of the data from all Talos features, even ones not currently in use in your system.
Note: only 'ApplicantCore' will be available initially, however, more data sets will be added over time.
To change the data set, click on the spanner icon at the top of the left-hand panel:
Adding Fields
Fields can be added to your report (which will be added as columns) and applying filters.
You can search or browse for fields to be added to your report via the left-hand sidebar or the search bar at the top of the report builder.
Multiple fields can be selected and added or you can double click on a field to add this instantly to your report.
When hovering your mouse cursor of a field, this will show you a short description of the field and what data it will show on your report.
Field Types and Icons
Below are the field types and icons, and what they represent when using the report builder:
Icon | Description |
Clock | Recently used |
A | Readable field (e.g. text or date) |
Hashtag | Measure field (e.g. numbers of applications) |
Filter | pre-configured filter (e.g. Hired, Candidate Milestone) |
Using Filters and Operators
You can add filters manually using field names and operators by typing directly in the search bar. For example:
Vacancy: Reference = ABC123DEF456
This will filter your data to a single vacancy.
Below is a list of operators you can use when creating a report:
Operator | Description |
= | Equals. Matches values that are exactly the same. |
!= | Does not equal. Excludes specific values. |
contains | Matches any value that includes the specified text. |
not contains | Excludes values that include the specified text. |
begins with | Matches values that start with the specified text. |
not begins with | Excludes values that start with the specified text. |
ends with | Matches values that end with the specified text. |
not ends with | Excludes values that end with the specified text. |
similar to | Matches values that are similar (fuzzy matching). |
not similar to | Excludes values that are similar. |
in | Matches values within a list (e.g. “HR”, “IT”, “Finance”). |
not in | Excludes values within a list. |
< | Less than (only for numeric or date fields). |
> | Greater than (only for numeric or date fields). |
<= | Less than or equal to (numeric or date fields). |
>= | Greater than or equal to (numeric or date fields). |
Advanced Options
If your user has 'Can use Advanced Options' permission enabled, you will also see the below options:
Formulas
Parameters
Report Views
Reports can be displayed in different views, depending on the data that is being used to generate.
Table View
Table view is the most common view for reports in Talos:
In table view, you can:
Reorder columns by dragging them within the builder to the order you need/want them to be in
Click on headers to:
Add filters
Sort data
Rename or remove columns
Apply conditional formatting
Rename or remove
Apply styling
Right clicking on a value within your report, you are also able to:
Exclude or include specific values
Copy a value to clipboard
If advanced options are also enabled:
Drill down - view related fields (e.g. from Vacancy ID to Job Title)
Show Underlying Data - view the raw data behind the value
Chart View
You can visible your data using different chart types, depending on what data is being generated in your report. You can select the type of chart you wish to display your data in using the chart switcher:
Hovering over a chart type will give you a short description of what it needs to be able to display your report in that type. If the chart type is greyed out, it is not compatible with the data in your report.
You can also customise the below when using a chart under the chart configuration section:
Data labels, gridlines, legends and regression lines
Fit the chart to the screen
Edit the tooltip
Use time buckets for date fields (daily, weekly, monthly)
Right-clicking on a chart lets you:
Exclude or include data points
Copy values
Access the Drill Down or Underlying Data options (if advances options has been enabled)
Field Options
Once your report has been created, you can do a few things with it, within Talos:
Share the report - send this to other users in Talos
Save - save the report for later
Make a Copy - create a duplicate to edit separately
Sync - push the data to third party tools (Excel, Teams, Slack)
Pin - adds the report to an existing Dashboard or create a new one