If you've checked the legacy reports in the Hub and were unable to find any reports that fit your specific goals, you can create a custom report to better suit your desired outcome.
- Go to Insights.
- Select +New in the upper right corner of the screen.
- Select a topic from the dropdown menu title Choose a starting point....
- You can either select dimensions and filters from the left side of the screen or run a sample query using the AI assistant prompt in the center of the page. Learn more about the AI Assistant in: How to use AI in Insights
- Adding fields/filters to the report will automatically update the report in real-time. If you want to manually run the report, select the play button in the upper right corner of the screen.
For this example, we picked the Employer Name and Jobs Count fields. The report displays how many job postings are connected to specific employers in Handshake.
- If you want to turn this report into a bar graph, you can select Chart to do so. The right side of the page gives you Chart Options that you can use to change how the chart displays. For more in-depth
details about Charts and Chart Options, refer to the Omni article: Line Charts.
- Once you've achieved the desired outcome for your query, you can save this by selecting File -> Save.
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Omni will automatically suggest a title and description, you can either choose this or create your own title and description. Select where you wish to save this report in your documents and select Save.
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After your report is saved, you can select the + Dashboard in the upper right corner to convert it into a dashboard. From the Dashboard page, you can Share the dashboard with others, even if they don't have accounts on Handshake, Edit the dashboard, go back to the Workbook display of this report, and Explore to make a copy of the report and modify the copy for additional reporting.
Additional Resources- Handshake Academy: Custom Reporting
- Omni documentation Creating & designing dashboards