How to Add Reports to Your Dashboard? | Recruiterflow Help Center

Adding reports directly to your dashboard gives you quick access to all the critical data you need in one place. No more switching between reports or needing to re-create and save them for later! This single view helps streamline your workflow by keeping your most-used reports front and center, so you can track key metrics at a glance.

Note: You can add any report from the Reports section - Recruiting, Sales, or Saved Reports - to your dashboard.

Here are the steps highlighting how you can go about that👇

Steps to Add Reports to Your Dashboard:

Step 1

Head to the Reports tab in Recruiterflow and select any report type from the left options.

Step 2

Once you have selected the report, you can go ahead and customize it based on your needs.

For instance, in the image below, I have selected Revenue Report and added two Group by options of 'Associated with - User' and 'Job company', setting the report to view the monthly numbers for the current year till date, and chosen the bar graph format.

Step 3

Once you have the report ready, click on the 'Add to dashboard' icon found beside the report name on top as seen in the image below

Step 4

A new window will open up asking you for the name and what dashboard you want to add it to.

Name your report, select the desired dashboard, and click on 'Save'.

Note: If you have access to more than one dashboard in your account, you can add the report to multiple dashboards.

Your report will be added to the selected dashboard.

You can click on the home icon in the leftmost column in Recruiterflow, choose the dashboard you want, and see the reports that you have added to the dashboard.

Note: You can add as many reports as you want on your dashboard, but we suggest you add the most important ones so that your dashboard stays clean.

Benefits of Adding Reports to Your Dashboard:

Efficiency: View all your essential reports and metrics in one place without switching between pages.
Customization: You can control the placement and filtering of reports to see the most relevant data instantly.
Time-Saving: No need to re-create or search for reports every time. Just log in and see everything you need at a glance.

We are confident your new dashboard gives you a simple and clear understanding of your business and day-to-day recruiting operations. We hope we have made your Monday morning calls easier to manage now with all your important metrics handy in a single place.🙂