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How do I use Insights Hub to create custom dashboards and widgets?
How do I use Insights Hub to create custom dashboards and widgets?

Create fully-customized reporting dashboards in Insights Hub to view your most important data in the way you like it.

Edd Slaney avatar
Written by Edd Slaney
Updated over a week ago

Pinpoint's Insights Hub feature allows you to create fully-customised reporting dashboards, showing you your most important data, just the way you like it.

An image of customisable dashboard widgets showing numbers and charts

You can create private dashboards for yourself, or share dashboards with other Insights Hub users. You can add an unlimited number of widgets to a dashboard, resize them and move their position, so that the layout perfectly matches your needs. The data inside the widgets can be filtered and grouped, to make them even more useful.

The Insights Hub feature is available on our Unlimited plans, or as an add-on to any other plan. Speak to your Customer Success Specialist for more details.

This Guide is Split into 3 parts:

Accessing Insights Hub

Anyone wishing to create dashboards or view shared dashboards in Insights Hub will need to be given the Insights Manager role.

Assigning the Insights Manage role to an Access Group

Step 1

Navigate to the User Management page from Pinpoint's left hand menu.

Step 2

Select the Access Groups tab at the top of the page.

Step 3

Select the Access Group (such as your Administrators) that you'd like to assign the Insights Manager role to.

Step 4

Select the Roles tab, and then tick the Insight Manager role. Make sure to press the Save Changes button before you close the window. Insights Hub will now be accessible to all members of this Access Group.

Creating Custom Dashboards and Widgets

Step 1

Once the Insights Manager role is assigned to you, you will see the Insights Hub page in Pinpoint's left hand menu. Click on Insights Hub to open the page.

Step 2

When you land on the Insights Hub page, you'll see a list of the Insights pages that you have created (and there will be an example one to look at to help you see what's possible).

You can create new insights by pressing the Create button, or by duplicating the example dashboard. When you press the create button, fill in the required details and select whether the dashboard should be visible only to you (Private) or visible to everyone else who has access the Insights Hub (Shared). You can adjust this option any time later.

Step 3

Press the Add Widget button to start adding widgets to the dashboard.

Step 4

There are many widget types and data sets to pick from, so let's build out a popular request, to get a feel for how the system works. I'd like to show a chart detailing the source of our hired candidates, so I can see how well certain channels perform for us.

To do this, we'll create a widget where:

  • The data source is our candidate data

  • The property is a count of candidates we have in the system

  • We'll group the data by the channel the candidates came from

  • We'll filter the data to include only candidates in the 'Hired' hiring workflow stage.

Setting those options will produce a widget that looks like this:

Step 5

You can adjust the size or the placement of widgets by pressing the Edit Layout button.

Don't forget to press Save Layout when you've finished editing.

Sharing Dashboards with other team members

You can share a dashboard with other team members that have the Insights Manager role assigned to them, by clicking the More Options button (the three small dots) on any dashboard, and selecting the Make Shared option.

Note: Shared Dashboards will show different data based on a user's assigned visibilities over the company's location and department structure. This allows you to create a single dashboard that is then used by different department managers to show their own department data in the widgets.

You can make any shared dashboard you have created a private one again, by returning to the same menu on a shared dashboard and selecting the Make Private option.


How do I delete an insights Hub Dashboard

Dashboards can be deleted by selecting More Options menu (the three small dots) on any dashboard and clicking the delete button. You will only be able to delete Dashboards that aren't currently shared, so if you don't see the delete button, you'll need to make the dashboard private first, to reveal the Delete button.

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