Visual Insights: FAQ

Legacy Reporting has been retired as of September 25, 2024. 

Review our Visual Insights transition guide, which compares the dashboards from the legacy reporting interface with those of Visual Insights. In addition, register for our Lever Reporting knowledge series in HireEd - a series of live trainings designed to showcase the power and scope of our latest analytics offering.

Visit the Visual Insights article collection in our Help Center.

Access to most Visual Insights dashboards is included with LeverTRM. Select dashboards are only available with LeverTRM for Enterprise and/or specific add-ons. A full breakdown of the dashboards included with each package and add-on can be found in our introduction to Visual Insights help article.

Refer to the 'Visual Insights' section in our user access breakdown article. 

For chart-specific definitions (like calculations and associated filters), hover over the tooltip (the ⓘ icon) for any chart to reveal more information. For definitions of the terms/concepts/entities in Lever, refer to our LeverTRM Glossary.

Lever Talent Intelligence is a separate analytics offering, run through Tableau and available exclusively with the Advanced Analytics add-on. Visual Insights is the default analytics interface built directly into the Lever platform and is included with all Lever packages. Lever Talent Intelligence is set to be decommissioned in December 2024. 

A full breakdown of the dashboards available with the Advanced Analytics add-on can be found in our Visual Insights chart directory. The Advanced Analytics add-on also includes access to Data Explorer, which can be used to build custom charts and dashboards in Visual Insights. To learn more, refer to our Data Explorer help article. 

No. Reports can only be shared in a static file format (jpeg, png, pdf). To view reports in an interactive format, users will need to view the corresponding dashboard within Visual Insights.

Shared reports can only be shared in jpeg, png, or pdf formats. Direct exports and drill down tables can be downloaded as Excel or CSV files.

When a dashboard is shared, not all records on the dashboard charts will be included on the generated report due to the large volume of data contained on each dashboard. For stakeholders that need to view more granular data, we advise exploring alternatives such as drilling down or running a direct export.

At this time, it is not possible to customize the dashboard in Visual Insights. If you have the LeverTRM for Enterprise package or the Advanced Analytics add-on, you can use Data Explorer to build new charts and dashboards from available data sets. To review which datasets are available, refer to our Data Explorer data set directory. To review which charts are available on each dashboard, review our Visual Insights chart directory.

Visual Insights is powered by Looker. Visit Looker's homepage to learn more.

Yes. You will see improved performance and load times as the queries have been pre-determined by the bookmark. Bookmarks function as sets of pre-filters that make the data smaller and faster to render.

The value in the 'Date range' filter will set the timeframe for the dataset (i.e. the period of time within which data will be pulled). The cadence in the 'Date interval' filter controls how data is segmented in charts impacted by that filter (e.g. breaking down the data into monthly, quarterly, or yearly segments).

It is not possible to add filter fields to the main Visual Insights dashboards. The Data Explorer feature can be used to build custom dashboards, which also gives you control over the number of filters you can add to them.

At this time, Visual Insights does not offer a 'proxy' view for Super Admins. Some dashboards can be filtered by opportunity owner and/or hiring manager in order to view data associated with specific users in your Lever environment. To find out which dashboards include these filter fields, refer to our dashboard filters help article.

Yes. Custom dashboards and Looks in Data Explorer can be shared with other members of your company.

Yes, if a requisition is on hold, that time still counts toward the days a requisition is considered open.

Time spent in stage is measured based on the amount of time an opportunity has spent in that stage as of the end of the date range.

Yes, if an opportunity is snoozed in a stage that time still counts towards the time the opportunity spent in the stage.

No, the Time-to-Fill Wizard works retroactively as well. Historical data related to the time-to-fill metric will be calculated based on the changes you make in the wizard.

Organizations must opt-in to data sharing (via their Visual Insights Settings). All recruitment data shared with Lever for the purpose of establishing benchmarks is anonymized and aggregated. For more information on Lever's data handling policy, refer to the documentation in our Privacy Center.

By default, time to hire is calculated based on the time between the point at which an opportunity is created and the point at which that opportunity is archived as Hired. The reference points for the time to hire calculation can be adjusted via your Visual Insights Settings.

On the Postings dashboard, you can drill into the set of closed postings on the 'Postings by status' chart, or by referencing the 'Active opportunities against closed postings' tile. You can then take action with the associated opportunities from the drill down table. The Recruiter Operations dashboard can also be used to identify aging postings and stale opportunities. You can learn more about these dashboards in the Postings dashboard help article and Recruiter Operations dashboard help article respectively.

If you have the Advanced Analytics add-on, you can use the 'Interviews' page on the Recruiter Operations dashboard to view a breakdown of upcoming interviews.

The need to reindex is a holdover from our legacy reporting functionality. Visual Insights' improved analytics functionality makes it unnecessary to reindex data.

At this time, it is not possible to filter the Talent Acquisition Benchmarks dashboard in this way. We are exploring options to include this capability into our product roadmap.

At this time, it is not possible to filter for candidates based on how many times they have applied to postings.

You can view records of interview scores by drilling into the 'Feedback submitted' chart on the Interviews dashboard.

Yes - these metrics can be found on the 'Conversions' chart on the Pipeline dashboard.

Yes. The Postings and Requisitions dashboards each contain a location filter, which you can use to filter by multiple locations. Keep in mind that each posting and requisition can only be associated with a single location.

Many dashboards in Visual Insights allow you to filter for opportunities by tag. If you tag opportunities with titles or skills, you can then filter your dashboards for metrics related to those opportunities. Refer to our our help article on Visual Insights dashboard filters to review which dashboards can be filtered by opportunity tag.

Yes - the Talent Acquisition Benchmarks dashboard can be used to compare your organization's metrics with those of other Lever accounts that have opted-in to anonymized data sharing.

In addition to the EEO dashboard, Visual Insights also includes a Diversity dashboard. This dashboard allows you to report on demographic data based on responses to the questions in the diversity surveys active in your Lever environment. Refer to our Diversity dashboard help article for more information. For instructions on how to set up diversity surveys for your Lever environment, refer our our diversity surveys help article.

Navigate to Settings > Company > Surveys and check that you have enabled and properly configured at least one diversity survey for your Lever environment. Refer to our diversity surveys help article for more details on survey configuration. If the issue persists, please contact Lever Support.