Transitioning to Visual Insights

Zach Brown

August 15, 2022 13:55

Available for	Access roles	Super Admin, Admin, Team Member, Limited Team Member Some roles can only view select dashboards (see below)
Available for	Packages	All packages LeverTRM for Enterprise and/or add-ons required for select dashboards

In August 2022, Lever released a product update making Visual Insights the default in-app analytics interface. The updated interface is accessed via the Visual Insights tab in the platform header (previously labelled 'Reports').

This article is designed to help those that are most familiar with the legacy reporting interface transition to the updated Visual Insights view. Note that every data point retrievable in the legacy reporting interface is retrievable in the updated Visual Insights view. Readers of this article will be able to compare the default reporting interface and the Visual Insights interface by location as well as by metric.

The updated Visual Insights interface offers usability advantages that make it easier to discover actionable measurements in your recruitment data. Visual Insights also contains new dashboards and the ability to report on metrics not available in the legacy reporting interface. For a full breakdown of these advantages and additions, refer to our Visual Insights help article collection.

User access to Visual Insights is beyond parity with the legacy interface, as outlined in our User Access help article. Super Admins can view all dashboards. Admins can view all dashboards with the exception of Offers, Diversity, and EEO. Team Members can only view the Recruiter Operations and Hiring Manager dashboards. Limited Team Members can only view the Hiring Manager dashboard.

Location Comparison

Below is a breakdown of where the information from the legacy reporting interface can be found in the new Visual Insights interface.

Legacy reporting interface	Visual Insights
Job postings	Postings dashboard
Lever Nurture	Nurture dashboard¹
Candidate stats	Sources dashboard
Conversion rates	Pipeline dashboard > 'Conversions' chart
Pipeline speed	Pipeline dashboard > 'Average time to hire' and 'Average time in stage' charts
Offers	Offers dashboard > 'All offers' chart
Interviews	Interviews dashboard
Interview calibration	Interviews dashboard > 'Average feedback scores by interviewer' chart
Compliance	Compliance dashboard
Bookmarks²	Bookmarks are listed in the side panel of each dashboard.
Exports	Full data exports can be run from the Exports section. In addition, data from charts can be directly downloaded from each dashboard.

(1) As with the legacy reporting functionality, access to the Nurture dashboard requires the Advanced Nurture add-on. (2) Bookmarks added in the legacy reporting interface do not carry over to Visual Insights.

Metric Comparison

You may be familiar with using reports to find specific insights in your team's recruitment data. Below you will find a list of metrics commonly searched for in the legacy reporting interface and where you can find that same metric in the updated Visual Insights interface.

How many active candidates are in the pipeline?

Legacy reporting

Navigate to the corresponding Candidate stats > Explore report
Refer to the single value charts at the top of the report

Visual Insights

Navigate to the Pipeline dashboard
Refer to the 'Pipeline snapshot' chart

How many candidates have been hired for a specific posting over a given period of time?

Legacy reporting

Navigate to the Job postings report for the corresponding posting
Refer to the 'Hired Opportunities' single value chart

Visual Insights

Navigate to the Overview dashboard
Filter for the specific posting
Refer to the 'Opportunities hired' single value chart

Which sources yield the largest number of hired candidates?

Legacy reporting

Navigate to the Candidate stats by source report
Refer to the 'Hired' column in the table of top sources

Visual Insights

Navigate to the Sources dashboard
Refer to the 'Top sources - hires' table

Are we moving enough candidates through the recruitment pipeline over time?

Legacy reporting

Navigate to the Conversion rates > Explore report
Refer to the conversion rate table at the top of the report

Visual Insights

Navigate to the Pipeline dashboard
Refer to the 'Conversions' chart

How long are candidates spending in the pipeline? Are there bottlenecks in the recruitment funnel?

Legacy reporting

Navigate to the Pipeline speed > Explore report
Refer to the 'Time spent in stage' table at the top of the report

Visual Insights

Navigate to the Pipeline dashboard
Refer to the 'Average time in stage' chart

Do certain teams move candidates through the pipeline faster than others?

Legacy reporting

Refer to the Pipeline speed by team name report

Visual Insights

Navigate to the Pipeline dashboard
Filter for a specific team
Refer to the 'Average time in stage' chart
Repeat as needed for each team

How long does it typically take to hire a candidate once they have entered the pipeline?

Legacy reporting

Navigate to the corresponding Candidate stats > Explore report
Refer to the average time to hire shown beneath the single value charts at the top of the report

Visual Insights

Navigate to the Pipeline dashboard
Refer to the 'Average time to hire' chart

What percentage of candidates receive positive or negative feedback?

Legacy reporting

Navigate to the Interviews > Explore report
Refer to the 'Positive Scores' single value chart at the top of the report

Visual Insights

Navigate to the Interviews dashboard
Refer to the 'Positive scores' single value chart

Do certain teams or recruiters take longer to submit feedback following an interview?

Legacy reporting

Refer to the Interview calibration by team name report

Visual Insights

Navigate to the Interviews dashboard
Refer to the 'Time to complete feedback by interviewer' chart

Reverting to legacy reporting

To temporarily revert back to the legacy reporting interface:

Navigate to Visual Insights via the platform header
Click Take me back to legacy reporting in the 'Welcome to Visual Insights' banner
Click the Go back to legacy reporting button

Welcome to Visual Insights banner

Note that this will only revert you to the legacy reporting interface for the remainder of your browser session. When you exit and return to Lever, Visual Insights will once again be the default interface. To revert to the legacy reporting interface indefinitely:

Navigate to your Visual Insights settings by clicking the gear icon (⚙) in the left-side navigation
Move the 'Make legacy reports & exports my default' toggle to the on position. The 'Visual Insights' tab in the platform header will change to read 'Reports.'

Make legacy reports and exports my default toggle in Visual Insights settings

Navigate to Reports via the platform header

To re-enable Visual Insights, click the toggle that appears at the top of the left-side navigation column in the legacy reporting interface.

Try Visual Insights toggle at the top of the left-side navigation column in the legacy reporting view.

Any changes made to your reporting view, either temporary or indefinite, only affect your individual user account. The reporting interface seen by other users in your Lever environment will depend on how they have configured their Visual Insights settings.