Advanced Reports

Advanced Reports allow you to dive deep into your recruitment data. Access a variety of predefined reports in the form of tables and visualizations, or create unique custom reports using our powerful report builder tool.

Access the Custom Reports

1. Head to the following page. Alternatively, click on "Reports" from your side menu and click on the “Try now” button on the banner at the top of the page.
   

2. On the Advanced Reports page, your dashboards will be displayed on the left, and the reports within the currently open dashboard will be shown on the right.
   

Dashboards and Reports

1. Dashboard: A dashboard is a special view made up of multiple sections, or cells, where individual reports can be placed.
2. Report: A report is a single set of data presented as a chart, table, or metric.

Creating a new dashboard

• To create a new dashboard, click on the “+ Create new dashboard” button at the bottom left of the page.
  
• Fill in the name of the dashboard.
  
• Click the "Continue" button.
  

Editing an existing dashboard

Editing the layout

1. Adding rows and cells
   1. To add a new row, click on “Add Row” at the bottom of the dashboard.
      
   2. To add a cell in a row, hover over the empty space to the left of the first cell in the row, and an option to “Add Cell to Row” will illuminate. Click on it and a new cell will be added.
      

2. Resizing cells and rows
   1. To resize cells or rows, hover over the space between the cells or rows, and the coursor will change, indicating resizing is possible. Then drag it to achieve the desired width or height.
      

Editing the dashboard

1. Adding reports to the dashboard

   1. To add a report from the reports library:
      1. Pick an empty cell where you’d like to add the report to and click on the “Select from library" button.
         
      2. Select the report you’d like to add from the reports library.
         
      3. Click on “Add to Dashboard" button.
         
   2. To add a custom report:
      1. Pick a cell you’d like to add the report to.
         
      2. Click on “+ Create new report”.
         
      3. Build the report. (Learn more in the report builder guide below).
      4. Click the "Save" button.
         

2. Saving reports to the Reports library

   1. Create a custom report in the Reports library
      1. Open the report library by clicking on the “Select from library button” on any cell.
         
      2. Click on the “Create New” button at the bottom left of the Reports library window.
         
      3. Craft the report. (Learn more in the report builder guide below).
      4. Click on “Add to Library Button” at the bottom right of the report builder.
         
   2. Save an existing report from the dashboard to the library. For that:
      1. Click on the 3 dots next to the report that you want to save.
         
      2. Click on the “Add to library” option in the dropdown menu.
         
      3. Click “Confirm” in the confirmation window.
         

3. Deleting reports
   You can delete reports from the Reports library and from the dashboard.

   1. Click on the 3 dots next to the report you want to delete.
      
   2. Click on the “Remove” option in the dropdown menu.
      
   3. Click “Delete” in the confirmation window.
      

4. Adding gobal dashboard filters

   1. Click on “Add Filter” button at the top of the dashboard.
      
   2. Click on “+ New dashboard filter”.
      
   3. Fill out the title, select the datasets, the filter type, and fields.
      
   4. Click "Confirm" to add the filter and the filter will be shown on the dashboard filters window.
      
      
   5. Click outside the window and the filter will be available at the top left corner of the dashboard.
      

5. Adding local dashboard filters

   1. Click on the 3 dots next to the report that you want to filter.
      
   2. Click on the “Add local filters” option in the dropdown menu.
      
   3. Click on "New Filter" field. Then fill out the title, select the filter type and fields.
      
      
   4. Click "Confirm" to add the filter and the filter will be shown on the dashboard filters window.
      
      
   5. The filter will appear as a small icon at the top right corner of the report. Click the icon to interact with the filter.
      

Resetting the dashboard

To reset the dashboard to its default state, click the reset button at the top right corner of the dashboard. This action will also apply any new updates made by the Manatal team to the default dashboard and report library.

Creating a Custom Report (Report builder guide)

Accessing the report builder

As mentioned above, there are 2 ways to access the custom report builder:

1. Via an empty cell on the dashboard.
2. Via the Reports library.

Selecting the dataset

To determine which report you need, start by understanding the data you want to aggregate and how many dimensions you plan to include.

For a clearer understanding of the available data and dimensions, please review the data schema provided for this feature. You can find it here

Selecting the report type

Once you have a clear idea of the data you want to utilize, you need to select a suitable report type. Here is a general guide outlining various report types:

Primary parameters

Our report builder operates with three main components for constructing any custom report.

Secondary parameters

Report layout and formatting

Most of the formatting and layout options are similar. But each report also has some custom layout and formatting options.

To access the layout formatting functionality, click on the Format tab in the report builder.

Here is a summary and description of each of the formatting section

Editing a report

You can edit reports from the Reports library or a report on the dashboard.

1. Click on the 3 dots next to the report that you want to edit.
   
2. Click on “Edit” in the dropdown menu.
   
3. Make the changes according to your requirements.
   
4. Click the "Save" button in the bottom right corner.
   

Exporting data

1. Exporting a report
   1. Click on the 3 dots next to the report you want to export.
      
   2. Click on the “Download” option in the dropdown menu.
      
   3. Select what you want to download:
      1. Full data set - Downloads the underlying data that the view has used. Up to 10,000 rows.
      2. View data set - Downloads the data that you see in that view.
      3. View as PNG - Downloads the view as an image.
         
   4. Click Download to proceed. The file will be saved to your device.
      
2. Exporting a dashboard
   1. Click on the Download icon at the top right corner of the dashboard.
      
   2. Select the orientation, either Portrait or Landscape, based on your needs.
      
   3. Click Download to proceed. A PDF file will be saved to your device.
      

Data Schema

Four datasets are available for interaction, each with a unique base object for performing calculations:

The data schema below describes all the fields available for each dataset in the Advanced Report.