Advanced Reports & Metrics

Revision as of 06:02, 17 March 2021

Advanced Reports & Metrics

The Advanced Reports & Metrics dashboard will display selected reporting output such as graphs and numbers reports. You can have up to 12 reports on the dashboard and these can either be a

• Line chart
• Bar chart
• Vertical Bar Chart
• Pie chart
• Donut chart
• Numbers report

If not used, they will sit there as an empty reporting widget with a large "+" icon. Clicking this will allow you to select the reporting graph you'd like to include.

Filtering Dynamic Reports

Non-numbers report filters are dynamic and will depend on the report that you set up.

Take for example a line graph based off a report of hires broken down by department. The X-axis displays the years and the Y-axis displays the number of employees. There are different colour lines representing the varied departments.

1. By clicking the filter button located on the top right of the widget, a light box will appear allowing you to apply filters.
2. You will be able to filter down the years and/or specify particular departments to look at.
3. Click "Confirm" to save down the filters. The light box will close and the filters you set will be reflected onto the graph

The filter values you apply will be stored on the dashboard until you move to another menu item or log out.

Numbers Only Reports (Fixed)

For numbers only reports, the filters you apply will be based off a fixed set of fields. See table below. You can set these filters by selecting the filter icon located on the top right of the reporting widget.