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How to Add a New Report for the Talent Dashboard

 No Longer Supported

The Talent Dashboard is no longer offered or supported. The following resource is for reference only.

Navigating to Reports in Talent Management
  • Go to the navigation menu of Talent Management and click Talent Dashboard.


  • Click Reports from the Talent Dashboard.


  1. Click New Report towards the top-left of the page.


  2. Click the pencil Pencil_-_Edit_Icon_-_01.png icon next to the New Report to name the report and add a report description.



  3. Select your data source from the Select Data field:


    • ATS Candidates
    • ATS Job Candidates
    • ATS Jobs
    • Candidate Time in Stage
    • Courses
    • Evaluations
    • Goals
    • Learning Plan Status by Employee
    • Learning Plans
    • Learning Transcripts
    • New Hires
    • User Information
  4. After a brief moment, the data will be built and presented on the page with options to adjust the data set presented.


  5. Modify the fields by checking/unchecking the boxes and clicking Apply. The available fields will differ depending on the selected data from the previous step.


  6. Click the pencil Pencil_-_Edit_Icon_-_01.png icon above the data set to change report options such as the columns, sorting, and grouping.


  7. Click on the column header to apply any sorting, filtering, grouping, or formatting. Some column header options will present an additional menu above the data set.


  8. Click Save at the bottom of the report when finished.
  9. Click the Export rdExport.png icon to export and download the data into Excel, CSV, or a PDF.


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