Purpose

This article walks a dashboard viewer through the on-screen features available on any native dashboard — filters, drilldowns, tabs, sections, widget details, exporting raw data, and sharing — so they can navigate and get the most out of a dashboard someone else has built.

Audience

• Recruiting Manager / TA Leader — primary viewer, uses filters and drilldowns to monitor their team's metrics.
  
• CHRO — views high-level dashboards, relies on tabs/sections to navigate to relevant summaries quickly.
  
• HRBP — consumes shared dashboards for their business unit.
  
• TA Ops — uses export and drilldowns for deeper operational analysis.

The following video provides a walkthrough.

Functionalities

1. Filters

1. Use the date filter to analyze performance across time periods — last quarter, last 30 days, or a custom range.
   
2. Use custom field filters and derived filters, which are generated dynamically from the underlying datasets (e.g. TA Module) rather than being fixed — so available filter options reflect what the data actually contains. Custom filters are marked with an i icon. You'll find these in the All Filters section,any filter option showing the i indicator is a custom field filter.
   
3. Apply a filter and note which widgets update — not every widget responds to every filter, since that depends on whether the widget's dataset contains the matching column.

2. Breakdown

1. Use time-series breakdown — click any data point on a trend chart to explore it in more detail (e.g. moving from a monthly view to week-by-week active users).
   
2. Use categorical breakdown — click a category on a chart to break it down further (e.g. seeing applications split out by TA Module).
   
3. Look for a breadcrumb at the top of a drilled-down widget showing the current drill path, letting you navigate back up.

3. Tabs

1. Use tabs to move between different focus areas of the same dashboard — each tab organizes insights for a different use case or audience (e.g. separate tabs per TA feature).
   
2. Tabs share the same dashboard-level filters (like date range), so switching tabs doesn't reset your selected time period.

4. Sections

1. Read sections top to bottom within a tab — they're ordered to guide storytelling, moving from high-level metrics to detailed insights.
   
2. Example: within a Governance tab, sections might walk from overall Feedback feature adoption down to completed activities and effectiveness metrics.

5. Widget details

1. Open a widget's kebab menu and select Widget Details to see the metric definition — what the metric represents and exactly how it's calculated.
   
2. Use this when a number looks surprising, before assuming it's wrong — the definition often clarifies scope (e.g. what's included/excluded).

6. Exporting raw data

1. Use the export option on a widget to download its underlying raw data, rather than just the visualization. Click Export Raw Data > Preview the columns to be exported > Export to receive the data in an email.
   
2. Use this for deeper analysis outside the platform — e.g. pivoting in a spreadsheet or joining with other data.

7. Sharing

1. Click Share to open the sharing dialog.
   
2. Search for individual users or user groups and add one or more recipients, then click Share — or Cancel to close without sharing.
   
3. Once shared, the dashboard appears on each recipient's Insights landing page under its category. Sharing can be repeated any time from the same kebab menu.
   
4. Important: sharing controls who can see the dashboard, but not what they see — if Row-Level Security is enabled, each viewer's data is automatically filtered to their user group's permissions. Two people can legitimately see different numbers on the same shared dashboard — this is by design, not an error. To understand how user groups work, read Dynamic Role Based Access Control (User Groups).