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Introduction to Dashboards and Reports

Open this article to register for our fortnightly training on Dashboards and Reports in Eploy. Jump to the bottom of the page for the schedule.

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Written by William Poolton-Jones

One of the key features within Eploy is our award winning Dashboards and Reporting functionality, allowing you to report of just about any data contained within your system.

Throughout Implementation, and once systems have gone live, the same questions come up time and time again - How do you create a dashboard? How do you add a widget? Just what is a Metric? Why is it, when I click the Reports button on the blue bar I get very little results, if any?

If you've ever asked yourself any of these questions, then read on...


What does the webinar cover?

In this 3-hour webinar, we'll be looking at the following topics:

  • Creating and Sharing Dashboards

  • Adding and editing Dashboard Widgets

  • What Metrics are, how to create them and how they impact the data shown within your Dashboards

  • Dashboard filtering

  • Creating and sharing Report Templates

  • Generating Reports using existing templates

We'll be focusing on the most common datasets that our Customers need to report on:

  • Live/Active Vacancies and associated grouping options

  • Application Funnels

  • Candidate, Application and Offer Source Tracking

  • Equal Opportunities

  • Time to Hire/Fill

This webinar is designed to showcase the functionality and types of widgets and reports available to you using a generic implementation of Eploy.


Who should attend this webinar?

This webinar only applies to Core System users - Hiring Managers, Candidates and Vendors should not attend this webinar.


How much does it cost?

Absolutely nothing - this webinar is included as part of your subscription.


What do I need?

To get the most out of the webinar, here are our top tips:

  • If there are multiple people who want to attend, register individually and use your own computer – training via Conference Phone is rarely effective

  • Use a headset or headphones to dial in

  • Have a pen and paper handy to make notes throughout the webinar

  • If you want to apply what you've learned within your Eploy system, please feel free to get logged in and follow-along with your trainer


When does it take place?

This webinar takes place every 2 weeks, on a different day each week, and lasts for 3 hours – the current schedule is listed below.

Please use the registration links below to register for your preferred event.

There is a limit of 12 attendees per session, so please book as soon as you can to ensure you have a place.


How do I attend?

This webinar is delivered via Zoom. For the best experience possible, we recommend that you download the Zoom Client, rather than joining via your browser.

If you’d like to check whether you can use Zoom, please use this link to launch a test meeting - http://zoom.us/test

The current schedule and registration links are listed in the table below:

Day

Date

Time

Registration Link

Friday

May 29th

14:00

Monday

June 8th

10:00

Tuesday

June 23rd

14:00

Wednesday

July 8th

10:00

Thursday

July 23rd

14:00

Friday

August 7th

10:00

Monday

August 17th

14:00

Tuesday

September 1st

10:00

Wednesday

September 16th

14:00

Thursday

October 1st

10:00

Friday

October 16th

14:00

Monday

October 26th

10:00

Tuesday

November 10th

14:00

Wednesday

November 25th

10:00

Thursday

December 10th

14:00

πŸ“Œ Note: when you register you will receive an automated confirmation email, which includes a calendar attachment. This email will come from no-reply@zoom.us - please check your junk mail folder as your spam filter might route the email into there.

If you have any questions relating to this webinar, or need to cancel your booking, please speak to your Implementation Manager, or email academy@eploy.co.uk.

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