|Available for||Roles||Super Admin, Admin, Team Member, Limited Team Member|
|Permissions||• View Visual Insights reports|
|Packages||Lever Basic, LeverTRM, LeverTRM for Enterprise|
Drilling down unpacks the events, measurements, and objects in a data set that make up values on a Visual Insights dashboard. Drill downs provide you with more a granular level of insight and allow you to take action on relevant opportunities, postings, and requisitions while reviewing your in-app analytics. As you are reading, refer to our LeverTRM Glossary for definitions of the key terms and concepts used in this article.
Drilling into chart values
To drill into a value, click the value or data point on the chart. A sub-window will appear with a table containing the records for the opportunities, postings, or requisitions to which the events, measurements, or objects contributing to the drilled value are associated.
The records listed in drill down tables reflect any filters that have been applied to the dashboard. For example, consider the image below in which the date range filter 'is in the last 90 days' and the posting filter 'is Associate Product Manager' have been applied.
Clicking the 'Offer' column on the 'Pipeline snapshot' column chart brings up a drill down table containing records for candidates associated with opportunities for the Associate Product Manager posting that have been active within the last 90 days.
Note that it is not possible to drill down on the following charts:
|Recruiter Operations dashboard||
|Talent Acquisition Benchmarks dashboard||
|Candidate Experience Survey dashboard||
Using drill down tables
This section will cover how records are organized on drill down tables as well as the actions you can take with the columns in a drill down table to optimize your view.
Drill down table structure
Each row in a drill down table corresponds to a single record associated with at least one event, measurement or object in the data set contributing to the corresponding value on the chart. Clicking the name of a candidate, posting, or requisition that appears in a drill down table will open the respective candidate profile, posting, or requisition in a new browser tab.
||If a record is listed as 'Anonymized' in the Contact name column, it means that the candidate for the associated opportunity has had their personal information deleted in accord with GDPR compliance. The data associated with the opportunity still contributes to the chart value, minus any personally identifiable information.|
Records are organized in the table alphabetically by name. Drill down tables can list a maximum of 500 records. If the value you selected on the chart is comprised of data from more than 500 records, a warning message will appear at the top of the drill down table notifying you that the row limit on the table has been reached.
To view records outside of the first 500, you must download the data from the drill down table. To learn how to do this, refer to the instructions on how to download data from drill down tables included below. Side scroll to view columns on the drill down table that extend beyond the frame of the sub-window.
You can take a number of actions with the columns in a drill down table to optimize your view of the records.
Most actions can be taken via the Column Options menu accessed via the ⠇icon in the column header.
Columns in a drill down table can be rearranged by clicking and dragging the column headers into the desired order.
Columns can be manually resized by hovering over the border line between two column headers until the cursor changes to the ↔ icon, after which you can click and drag the border horizontally to adjust the column to the desired width. To adjust all column widths so that all cell contents fit on a single line, click the ⠇ icon in any column header and select Autosize all columns. To undo all manual resizing, click the ⠇ icon in any column header and select Reset all column widths.
Freezing a column will align that column farthest left on the drill down table, and keep it pinned in place as you side scroll within the sub-window. If multiple columns are frozen, they will be organized relative to the order in which they appeared on the table before they were frozen. To freeze a column, click the ⠇icon in the column header and select Freeze.
To copy all of the values of the cell in a column, click the ⠇icon in the column header and select Copy values. You can then paste the values from the column into another spreadsheet or document outside of Lever.
Discrepancies between charts and drill down tables
While dashboard charts are designed to show you metrics based on a snapshot in time (i.e. the date range for which you have filtered), drill down tables provide details about the current state of the records for which you have filtered. This means that, in some cases, the counts that you see in drill down tables do not add up to the total shown on the chart. To illustrate, consider the following example:
It is January 15, and you filter the Requisitions dashboard for the date range of January 1 to December 31 of the preceding year. The ‘Open headcount’ KPI tile shows that you had an open headcount of 40 as of December 31. Open headcount is calculated as [Total headcount across open requisitions as of the end of the date range] minus [Total number of opportunities archived as ‘Hired’ against open requisitions as of the end of the date rate].
You drill into the chart value and add together the counts in the ‘Total headcount’ column and the ‘Hired headcount’ column. When you subtract hired headcount from total headcount, you find that you have an open headcount of 35 (not 40).
The counts in the drill down table total 35 when total headcount is subtracted from hired headcount.
The reason the counts from the drill down table do not add up to the counts shown on the chart is that the drill down table factors in the current state of requisitions, including any hires made against them up to the current date. In this case, hires made between January 1 and 15 of the current year (against requisitions with open headcount between January 1 and December 31 of the previous year) are also being factored into the counts on the drill down table.
In sum, when viewing drill down tables, understand that the first column (the one containing the root object - i.e. the candidate, posting, or requisition) will be affected by the data range filter, while the data in all subsequent columns will reflect the current state of the object where applicable.
Also note that, for charts on which the visualized data pertains to an object's change in status, the number of records on the drill down table may not match the number of events visualized on the chart. This is because the chart visualizes the events while the drill down table lists the unique objects associated with those events. To illustrate, consider the following example:
You filter your Postings dashboard for the previous month. The ‘Posting events over time’ chart shows that there were 8 posting closures over the course of the month. When you drill into the chart value, you see only 7 postings listed in the table. Since this chart does not measure the number of postings, but rather the number of times postings change status, the discrepancy between the drill down table and the chart value indicates that 1 of the 7 postings was closed, re-opened, and then closed again over the course of the month (bringing the count of posting closures up to 8).
Downloading data from drill down tables
To download the data from a drill down table, click the Download button in the upper-right corner of the sub-window.
In the modal that appears, select the desired file format for the download and click the Download button in the lower-right of the modal.
||If you select the .html file format, you will not be able to view data breakdowns by clicking into values on the downloaded file. As a best practice, we advise against downloading data in .html, .json, and markdown file formats unless you have a development team at your organization available to assist with manipulation of the file.|
Recall that drill down tables can list a maximum of 500 records. If the value you selected on the chart is comprised of data from more than 500 records, and you wish to download data from all records that comprise that value, follow these instructions before clicking the Download button in the modal:
- Click ▸ Advanced data options
- Note: This button will not appear if you have selected the PNG file format for the download
- Select the All results option under the Number of rows to include header