Metrics are the driving force behind your widgets and dashboards in that they allow your to define and pre-filter the data you'd like to display or report on via your Dashboards.
Metrics are accessed via Reports > Configure Metrics.
View Existing Metrics
To view a list of all metrics in your system navigate to Reports > Configure Metrics.
You'll now be looking at the Metrics grid view.
Use the Filter menu to filter all metrics by Record Type, Editors or by Title (this is searchable).
The grid layout cannot be changed and displays:
Title - the title given to the metric when it was created
Record Type - the record type that the metric is filtering by
Date Field - the date field specified within the metric that will be used when filtering a dashboard or widget by a date range
Aggregate Type - the type of calculation being performed within the widget e.g. Sum or Average
User Field - the user field specified within the metric that will be used when filtering by User within a Dashboard or Widget
Filter - the filter applied to the metric. If no filter is displayed, the metric will display all records of the selected Record Type.
Editors - the names of any specified editors
Usage - this indicates how many times this metric is being used
To open a specific metric, click it's Title.
Create a Metric
To create a metric, access the Metrics grid view and click New within the Toolbar.
Provide the following information:
Title - This is the name of the metric and will be visible when configuring widgets. This should be clear and concise, to help ensure that the correct metric is used each time.
🤓 Tip when naming your widget, consider adding your name or a suitable identifier to the beginning of the title. This will make it much easier to find your metric when creating a widget as you'll be able to search for this name/identifier, rather than scrolling through the full list of metrics.
Description - This field will be visible once the metric is selected and is ideal for defining how the metric should be used. It can be useful to explain the filters and the options selected here, so that any other users know exactly what you are measuring with this metric.
Record Type - This is used to drive the filters, date and user options available when configuring the metric. Once saved, the Record Type cannot be changed.
Date Field - The date field allows you to filter on when any activity took place, and there may be several options available here. For example, when reporting on applications, you may be interested the application creation date, the actual application date or when the application was last updated. Depending on what you select here, you will get very different results when creating your widgets and reports.
Aggregate Type - This is the mathematical function of the metric and enables you to define whether you will be counting the number of records or doing sums, min / max or averages. More often than not, you will be counting activity, so Count is set as default.
Numeric Field - When selecting any of the calculated options, you will also be able to select the numeric field to base the calculation on. These options will be dependent on the record type selected, but tend to include options such as salary or positions available.
User Field - This option allows you to define the user relationship with the metric, which means you can filter on record owners, creators or associated records. For example, for candidates, you may be interested in who created the record; but for applications, you may be more interested in the user on the vacancy.
Permissions - This option allows you to restrict who can use this metric, when configuring their dashboards. As dashboards provide quick access to information from across the database, adding a permission to the metric helps to ensure that only those who have the relevant permission are able to access the information. If you're unsure which permission to select, pick one which relates to the record type. So if you create an application metric, select one of the application permissions. This will ensure that anyone who doesn't have access to applications wont be able to use the metric to get the information either.
Editors - This option restricts anyone from making changes to your metrics, ensuring that they don't inadvertently break filters or modify reports without you knowing. Leave blank to allow anyone to edit, or select the approved users from the list.
Filter - As the metric so far will be based on all records of the type selected, you can then use the filter to narrow this down. The filter uses our Advanced Filter to allow you to search within the database for specific records, based on any information recorded across the database
Once configured, click Save.
Edit a Metric
To edit a metric, access the metrics grid view as described above and locate the metric in question.
Having clicked it's title, make your required changes and click Save.
⚠️ Warning as Metrics can be used by multiple users and within multiple metrics at the same time, any changes you make to an existing metric will automatically apply wherever it's used. To edit a metric without affecting other users, consider copying the metric and editing the copy.
Copy a Metric
As noted above, a single metric can be used by multiple users across multiple dashboards, meaning any changes you make can have a significant impact on your usage of the system and reporting.
When editing a metric, look at the Current Usage section - this will tell you who is using the metric and where.
To edit the metric without impacting those users, scroll to the bottom of the page and click Copy Metric.
The page will refresh and you'll now be looking at a new version of the metric with (copy) added to the title.
You're now free to edit the metric as needed, safe in the knowledge that your changes won't impact any users.
Widget Inspiration - Recruitment Metrics Cookbook
If you'd like some inspiration on the types of Metrics and Widgets that can be created, check out our Recruitment Metrics Cookbook.