| Available for | Roles | Super Admin |
| Permissions | • Access Visual Insights Report Builder (Data Explorer) | |
| Packages | LeverTRM for Enterprise and/or Advanced Analytics add-on |
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This article depicts and describes Lever's Visual Insights Dashboard Templates in Data Explorer enhancement scheduled to rollout progressively in September 2024. For release information, refer to our Summer 2024 Product Release page. |
For recruiters or talent leaders, manually building or tailoring dashboards to track key metrics like postings, candidate pipelines, and talent summaries can be cumbersome. Visual Insights dashboard templates allow users to easily enhance and customize existing dashboards in Data Explorer while retaining the functionality and design of the original Visual Insights experience.
What are dashboard templates?
Visual Insights dashboard templates allow you to copy from standard Visual Insights dashboards. In Data Explorer, you can personalize these dashboard templates by adding, removing, and rearranging tiles, or by combining key charts from Lever's out of the box Visual Insights dashboards into a new dashboard tailored to meet your team's specific reporting needs.
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Beginning in Summer 2024, Lever will be releasing standard Visual Insights dashboard templates in waves. Not all Visual Insights dashboards are available as a template at this time. |
Accessing dashboard templates
To access Visual Insights dashboard templates...
- Navigate to Visual Insights via the platform header
- Click the chevron (>) on the left side of the page
- Click Data Explorer and select any data set from the dropdown available
- Click the folder icon in the top-right corner of the builder
- Select the 'Shared' folder from the folder menu in Data Explorer
- Select the 'Visual Insights Dashboard' folder to browse available dashboards
Customizing dashboard templates
If you are looking to customize Visual Insights dashboard templates, then you must create a copy:
- Select from the list of available Dashboard templates
- Click the three-dot ellipsis ⠇to save a copy of this dashboard in 'My folder' or the 'Group' folder
- Navigate to the dashboard you copied into either the 'My folder' or 'Group' folder
- Click the three-dot ellipsis ⠇at the top of the copied dashboard and select 'Edit dashboard'
Below is a list of actions you can take when editing custom dashboards in Data Explorer:
- Rename a dashboard
- Customize dashboard filters
- Resize and rearrange tiles
- Edit existing charts
- Add tiles
- Remove tiles
For more information on customizing dashboards in Data Explorer, refer to our help article on managing custom dashboards and Looks.
Saving charts from dashboard templates
You can also use dashboard templates to create copies of pre-built Visual Insights charts. From here, you can easily copy this over to a custom dashboard, or edit and save the chart as a custom Look.
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As a best practice, we recommend saving all charts as Looks before adding them to dashboards if you plan to make any edits to the default chart settings and visuals. In the event that a custom dashboard is mistakenly deleted, you can easily rebuild it using your saved Looks. |
Copying charts
To copy from an existing chart:
- Navigate to the Visual Insights dashboard template you'd like to copy from
- Locate the chart you wish to copy
- Select the three-dot ellipsis ⠇and then 'Explore from here'
To save the chart directly to a new or existing dashboard:
- From the chart builder view, click the gear icon (⚙) in the upper-right corner then click 'Save'
- If saving 'As a new dashboard'...
- You will be prompted to name the new dashboard, and select which folder to save it to
- If saving 'To an existing dashboard'...
- You will be prompted to name the chart, and select which dashboard to save it to
To save a chart as a Look:
- From the chart builder view, edit the chart based on the required changes. For more information on edit charts, refer to our help article on building custom charts in Data Explorer.
- Click the gear icon (⚙) in the upper-right corner then click 'Save'
- Select 'As a Look'