| Available for | Access roles | Super Admin, Admin, Team Member, Limited Team Member Some roles can only view select dashboards (see below) |
| 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.
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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 dashboard |
| Candidate stats* | Pipeline 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 |
| Bookmarks Bookmarks added in the legacy reporting interface do not carry over to Visual Insights. |
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. |
The 'Explore' page of Legacy reports marked with an asterisk (*) in the table above are cross-linked to their corresponding dashboard in Visual Insights. Click the View in Visual Insights button at the top of each dashboard to open the corresponding Visual Insights dashboard in a new browser tab.
Any filters you have applied to the Legacy report at the time you activate the cross-link will be carried over to the Visual Insight on which you land, provided that filter also exists on the Visual Insights dashboard.
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
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Visual Insights
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How many candidates have been hired for a specific posting over a given period of time?
Legacy reporting
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Visual Insights
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Which sources yield the largest number of hired candidates?
Legacy reporting
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Visual Insights
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Are we moving enough candidates through the recruitment pipeline over time?
Legacy reporting
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Visual Insights
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How long are candidates spending in the pipeline? Are there bottlenecks in the recruitment funnel?
Legacy reporting
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Visual Insights
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Do certain teams move candidates through the pipeline faster than others?
Legacy reporting
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Visual Insights
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How long does it typically take to hire a candidate once they have entered the pipeline?
Legacy reporting
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Visual Insights
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What percentage of candidates receive positive or negative feedback?
Legacy reporting
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Visual Insights
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Do certain teams or recruiters take longer to submit feedback following an interview?
Legacy reporting
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Visual Insights
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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
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.'
- Navigate to Reports via the platform header
To re-enable Visual Insights, click the button that appears at the top of the left-side navigation column in the legacy reporting interface.
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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. |