Saving Custom Reports and Sharing Reports
You can save individual Custom Reports (a Look) by itself, or save it to a new/existing Dashboard. Please review Getting Started with Reports and Creating Custom Reports before proceeding with this article.
Saving to a Dashboard gives you the option to add multiple individual Reports and you can add Dashboard-wide filters that apply to all the Reports on the Dashboard. Multiple Reports on one Dashboard empowers you to display the same data with different charts/graphs and drill into your team's recruiting pipeline.
Saving a Individual Report/Dashboard and Sharing with your Teammates
Step 1. Go the Reports tab.
Step 2. Select "Explore" under Advanced section to start creating a custom report.
Step 3. Review Getting Started with Reports and Creating Custom Reports to create a report.
Step 4. Once your report is ready to save, select the Settings cog icon on the top-right corner of the page.
Step 5. Select " Save...". There are three options available:
- As a new dashboard - If you want to save the report to a new Dashboard, select this option.
- To an existing dashboard - If you want to save the report to an existing Dashboard, select this option.
- As a Look (an individual report) - If you want to save the report as an individual report, select this option. You will not be able to save additional reports to an individual report, choose saving to a Dashboard if you want to save more than one report together.
Step 1. After selecting "As a new dashboard", name your new Dashboard and select the folder you want to put the dashboard in.
"My folder" is your own personal private folder and your teammates will not be able to see the reports.
"[Your team's name]" is your team's folder and you can share the report with your teammates. Teamable recommends saving to the shared folder.
Step 2. Additional, you can set an Dashboard-wide filters by selecting the "Filters" tab.
Step 3. Once you have named your Dashboard and selected the settings you prefer, select the Save button.
Save...To an existing dashboard
Step 1. After selecting "To an existing dashboard", name and title your individual report, which is also referred to as a "Tile" when saved to a Dashboard.
Step 2. Select the Dashboard you want to save the Tile to, located in either your own folder "My folder" or the shared folder "Group".
"My folder" is your own personal private folder and your teammates will not be able to see the reports.
"Group" is your team's folder and you can share the report with your teammates. Teamable recommends saving Dashboards to the shared folder.
Step 3. Once you have named your report, select the "Save to Dashboard" button.
If you decide to change your mind and you want to save to a new Dashboard, select the "New Dashboard".
Save...As a Look
Step 1. After selecting "As a Look", name and title your Report/Look.
Step 2. Select the folder you want to save to.
"My folder" is your own personal private folder and your teammates will not be able to see the reports.
"Group" is your team's folder and you can share the report with your teammates. Teamable recommends saving to the shared folder.
Step 3. Select the "Save" button or "Save & View Look" button to instantly view the Report/Look.
Viewing the New Dashboards/Looks on the Reports tab
Step 1. Once you have created a new Dashboard/Report, on the Reports tab, select the "Refresh" button under the Custom section to reload the page and find your report.
