Utilizing Insights within Crosschq
Crosschq Insights allows organizations to visualize and report on pre-hire and post-hire data, taking inputs from the various Crosschq apps in addition to integrations with your ATS and HRIS. Insights allows you to build collaborative dashboards highlighting KPIs for your org across all Crosschq products.
This article will cover the following:
- Creating a new dashboard
- Dashboard homepage
- Chart features
- Dashboard features
- Employee profiles and data import
Creating a new dashboard
Dashboards are the foundation for organizing different charts and KPIs taken from Crosschq's applications.
From scratch
To create a dashboard from scratch, click Create Dashboard from the right side of your dashboard homepage.
A new window will appear where you can enter a name and assign a color icon for the dashboard. Once selected, click Create.
Afterward, you will be taken to your new dashboard. At first, the dashboard will be empty. 
To add charts to your dashboard, start by clicking + Chart Library from the middle of the page.
A window will appear displaying all charts available to your org, organized by chart library. The libraries visible to you will depend on the Crosschq apps that have been purchased. To add charts to your dashboard, click the box at the top-left corner of each chart. Then, click Add Selected Chart.
If you need to navigate back to the Chart Library, toggle on Edit Mode from your dashboard, and a chart library button will appear.
Charts can also be added outside of Insights from the reporting sections of individual Crosschq applications. For example, in the Campaign Manager section of Crosschq Voice, charts can be added to a dashboard by clicking the arrow icon associated with each chart.
From an existing template
On the lefthand menu, you will also find dashboard templates. Dashboard templates give you a pre-configured grouping of charts pertaining to the respective user role. Templates save you time from having to build dashboards from scratch while still being fully customizable to add/remove/edit charts.
To create a new dashboard by leveraging an existing template, first click to view one of the templates from the tiles on the center of the page.
Afterward, click + Create Dashboard from Template.
A window will appear where you can provide a title, description, and color for the new dashboard. Click Create once these fields have been entered.
From an individual chart
A new dashboard can also be created from viewing an individual chart. Charts can be viewed from the library of the same name on the left-hand menu.
Clicking this section will open up the library of charts that are accessible to your org. On any chart, click the vertical ellipsis on the top-right corner, and select Send to Dashboard. You will be given the option to either create a new dashboard to store the chart, or add the chart to an existing dashboard.
From an existing dashboard (duplicating)
To create an exact copy of another dashboard you have access to, click the vertical ellipsis at the top-right corner of the dashboard and select the duplicate option.
Dashboard homepage
Dashboards are organized on your homepage by the following tabs:
All - all dashboards that have been created by you or shared by other users
Starred - all dashboard that you have "bookmarked" with a star symbol
Created by me - all dashboards that were created from your account
Shared with me - all dashboards that other users have shared with you
Chart features
Drill-down modals
Within the displayed KPI of each individual chart, you can click into each metric to open a drill-down modal. The modal returns a table of records that have been factored into the KPI.
The tables can be edited to show or remove specific ATS columns. First, scroll to the very right of the table, click the vertical ellipsis, and select Edit columns.
A window will appear where you can add or remove the columns in the table.
Tables can also be configured as their own "widget" if you prefer to view them directly on your dashboard (versus having to click the chart KPI). When a drill-down modal is open, click the Send to dashboard button at the top of the page.
Time-to metric exclusions
On "time-to" charts (e.g. Time to Hire, Time to Fill), if there are outliers that you would like to omit from your calculations, you can exclude the record from the drill-down modal.
Distributing individual charts
Charts can be copied as an image and shared outside of Crosschq. Click the vertical ellipsis at the top-right corner of each chart to share either via email (the Send button) or copy feature.
Chart editing
When Edit mode is enabled on a dashboard, you can further customize individual charts by either duplicating, renaming, or removing them from your dashboard. Edit mode must be turned on in order to see these features.
Dashboard features
This section will outline different tools to further customize your dashboards.
Filters
There are 3 ways that you can filter charts on your dashboard.
- Filter by single chart - every chart has its own filter parameters that you can edit by clicking the Add Filter button at the bottom left of the chart. This filter will only get applied to the individual widget and not affect data from other charts in the dashboard.
- Batch filtering of multiple charts - if there are multiple charts on a dashboard where you want to apply the same filter, you can do this by checking the box at the top-left of each widget. Afterward, a toolbar will appear below your screen. Click the slider icon to apply filters to all of the pre-selected charts.
When filters have been applied to charts either individually or via batch filtering, the bottom of each chart will display the number of filters in use. Hovering over this number will expose which filters are being applied.
Note - when you use batch filtering, the filters you apply replace all previously applied filters that were on the selected widgets. - Override filters - override filters can be applied from the top of your dashboard by clicking the Filters button below your dashboard name.
When overrides are applied, they will be listed adjacent to the filter override button.
Note - override filters will apply to all charts in your dashboard where the same filter categories have not been stored at the individual level. The filters applied on an individually saved widget will take precedence over the override filters.
If a chart has been sent to a dashboard while filters were already applied to the chart, the chart on the dashboard will inherit these filters as its default filter settings.
Sharing dashboards
Dashboards can be shared with other Crosschq users in your org. On the dashboard that you want to share with another user, click the Share button at the top of the page.
A window will appear where you can add new team members and assign either Edit or View permissions.
View-enabled permissions grant read-only access to the dashboard.
Edit-enabled permissions allow the user to edit the dashboard filters and layout.
Collaborators will receive an email once a new dashboard has been shared to them.
When you share a dashboard, the dashboard becomes a collaborative space. If a user with edit permissions changes the individual filter settings or dashboard layout, these changes will be reflected on all user accounts where the dashboard is shared.
To unsubscribe to a dashboard that was shared to you, click the ellipsis at the top right corner and select Leave Shared Dashboard.
Sending Dashboards
Dashboards can be distributed outside of Crosschq in the following ways:
- Download as PDF - click the vertical ellipsis at the top-right corner of your dashboard, and select the download option.
- Email - click the vertical ellipsis at the top-right corner of your dashboard, and select the Send Dashboard as PDF option.
- Slack - if you have enabled the Slack integration, a Slack option will become available after selecting Send Dashboard as PDF. In the pop-up window, toggle to the Slack tab. Here, you can select a user to message in Slack with a PDF version of your dashboard.
- Send on Schedule - this option allows you to send daily/weekly/monthly pdf dashboards via email.
Editing dashboards
To edit the name or color of your dashboard, click the ellipsis at the top-right corner and select Edit.
To edit the layout of your dashboard, first toggle on Edit Mode. Once Edit Mode is enabled, you have the ability to move and/or resize the widgets in your dashboard.
If the hand cursor appears over a chart, this means you can click and hold the chart to move it to another area of the dashboard.
Charts can also be resized from the bottom right corner of the chart.
When Edit Mode is on, the Add Helper button provides additional options to organize your dashboard with extra text, images, or spacing in your dashboard.
The optional Link to content feature can be used to anchor or "bookmark" a specific section of your dashboard, allowing easier navigation across your dashboard without needing to scroll.
Once you are finished with your layout changes, turn Edit Mode off to save your changes.
Employee profiles and data import
Read the following articles to learn about: