| 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 Winter 2025 Product Release page. |
Visual Insights Dashboard Templates allows you to easily replicate the standard Visual Insights Dashboards for Postings, Pipeline, and Talent Leader Summary, into your personal folders in Data Explorer, allowing you to enhance and personalize your dashboards with minimal effort. Add, remove, and rearrange tiles as needed while retaining the powerful functionality and design of the original dashboard.
How do I use Visual Insights Templates?
Navigate to Data Explorer (https://hire.lever.co/visual-insights/report-builder/opportunities)
Next, locate the ‘folder’ icon in the top right of the screen and click it
Locate and enter the ‘Shared’ folder
Navigate into the ‘Visual Insights Dashboards’ Folder
See the Requisitions, Offers, Interviews, Feedback, and EEO Dashboards. Click the 3 dot ellipsis to the right of the dashboard name then select 'Make a copy' and save it to your personal folder.