The key to creating the perfect dashboard, a helpful widget or a clever SnapStat is a solid metric. Before you can start thinking about how you want to display your widgets or build your dashboards, you need to create your metric.
The metrics are how you decide to measure your data, whilst the widgets, dashboards and SnapStats are how you display the data; understanding the difference is the first step towards making the most of your Eploy System.
In order to create a metric, you need to ensure;
- That you have the Reporting Admin permissions
- Have been upgraded to the latest version of Eploy.
Once both of these parameters have been met, you will be able to get started in creating your Metrics.
Creating a Metric
From the Admin tab on the Eploymenu, select Report Settings – Metrics from the submenu. This will take you directly to the Metrics dashboard, where you can edit an existing metric or create a new one.
Eploy have pre-populated your system with a host of commonly used metrics to help you get started; however, when the time comes to create a new metric, click New from within the Metrics tab. The following fields will then make the basis of your metric:
- Title – This is a mandatory field and requires a meaningful title so that the metric can be easily identified – Avoid Metric1, Metric2, Metric3 for example.
- Description – This is the opportunity to add additional detail to the metric, explain why it has been created and how it is going to be used. This will appear within the widget configuration, to help users identify the metric they require.
- Record Type – Eploy is made up of several core record types that relate to one another i.e. a candidate can be linked to a vacancy via applications, actions and placements. The record type is the core of the metric. What are you looking to measure? The selection here will be the basis of the metric – the “what”.
- Date Fields – Now that the record type – the “what” – has been selected, you can now select how you would like to measure it, along with the time scales you would like to analyse. The selection here will be used when grouping by time intervals and filtering on dates within the widget. For example, if you have selected Vacancies as the record type, the date field could be any date that is recorded against that vacancy: modified date, created date, date posted, advertising date, application dates etc.
- Aggregate Type – This is where you set how the data is to be manipulated and what action is going to be taken. The options here include:
- Count – This totals up the number of records and could be used to show the number of candidates created.
- SUM – This will total the values recorded in numerical fields and could be used to show the total charge against placements created.
- Average – This will take the mean average of values recorded in numerical fields and could be used to show the average charge against placements.
- Min/Max – These options will take the lowest / highest values recorded within numerical fields and could be used for achievement leader boards and ‘personal best’
- User Field – Similar to the date field, the user field is where you select which User association you would like to measure/group by. Continuing with Vacancies as the example record type, we have the options to monitor by Vacancy User, Vendor, Hiring Manager, Company User or Contact User. Depending on the option selected here, the widget or target will present the record association differently and allow for grouping or filter by that user association.
- The next field - User must have one of the following permissions to use this Metric - helps to define which other users are able to use this new metric. This is based on permissions. The permissions selected will need to exist in the User record in order for the metric to be accessible to any given user. For example, if you want only Admin Users to be able to use this metric, you can select User Admin from the drop down list, click Add.
Note: Please feel free to edit the pre-existing metrics. They have been pre-loaded for your benefit, but if they do not apply to you or need to be tailored to your system, you can edit the Metric by clicking into the record.
Applying a Built-In Filter
As part of the metric creation process, you have the option to include a predefined filter. This will allow you to quickly create widgets and SnapStats based on this metric, without having to apply the same filter each time.
Select Edit Filter to open the filter options.
On the left of your screen you have the choice to Select a Program Module; this is broken down by record type and some of the tabs available within that record. You can apply cross relational filters by using the different options.
For example, continuing with the Vacancy by User metric, we can apply filters on fields within Vacancies, Companies, Contacts, Actions, Placements, Correspondence etc. Various filters can be applied enabling a greater potential to isolate a wider range of records. After selecting the record type that you wish to filter by, you can then select the individual fields from Edit your filter fields section.
The Edit your filter fields section gives you the opportunity to select on which fields to apply the filter on and the specifics to filter by. Some of the fields are suggestion boxes, which allow you to type the first three letters of an entry, before clicking to add to filter. You can see all possible suggestions in each field by typing ** into the suggestion box.
Note: If you select more than one option this will apply an OR search; I.E a vacancy that has User 1 OR User 2 assigned to it - NOT a vacancy that has User 1 AND User 2 assigned.
It is important to remember that when applying filters that include multiple fields, the search works with an AND function, as opposed to OR. This means that the filter will look for records that meet both requirements.
When you have selected the field you require and entered the details of the filter you wish to apply, you need to add the filter options to your metric. To do this, click the + Add to Filter option in the right hand corner of the module.
Note: Once a parameter is added to Your Current Filter this list is saved. When editing Your Current Filter any changes overwrite the original filter and if a filter is removed it will have to be added again manually.
The third column is confirmation of the filters you have added. Once you are happy with the complete filter, click Save to return to the metric details. The filter will then be displayed within the Filters field.
Finalise the Metric by clicking Save. The metric is now ready to use when creating widgets and SnapStats for your dashboard. The new metric will be displayed alongside any existing metrics as part of the Metric Summary; as well as providing an overview of the metric description, the record record type it is based on and any filter options that have been included.