Analytics dashboards overview

This guide provides an overview of how to use the Analytics dashboards.

Please see Assigning users in Analytics for information on Administrator rights.

Contents

• Introduction
• Dashboards overview video
• Getting started
• View options
• Filter options
• Applying a temporary filter
• Drill down to underlying data
• Exporting data
• PDF download
• Dashboard views
• Further Dashboards
   

Introduction

Analytics can help your HR team venture beyond operational reporting to access strategic insights that make a meaningful difference to your people strategy.

The dashboards have a variety of customisable filters and datasets. You can easily extract specific reports at the click of a button or explore the pre-configured dashboards containing key measures.

The standard package includes Organisation and Holiday dashboards and a nightly refresh of data from your HR system.
 

Dashboards overview video

Getting started

To access Analytics click on the button in the left hand menu. This will open your Dashboard and you can click the Analytics button again to expand the menu.

View options

At the top of every dashboard, you’ll find the View options.

The View data by dropdown allows you to change how data is grouped: for example by Division, Department, or Location. The dashboard updates instantly to reflect your selection.

Filter options

Filter options let you refine the data shown, using categories pulled directly from your HR system: such as Gender, Grade Description, or Group.

• Filters are applied across all visuals and remain active until removed manually

• When filters are applied, they appear in the Filters Applied section

• You can use multiple filters at once, but applying too many can limit the available data

• To remove a filter, hover over it and click the erase icon

You can reset all filters by using the button on the top toolbar

Applying a temporary filter

You can apply a quick, visual filter by clicking directly on a chart element (eg a division bar or segment).

• The dashboard updates to show only data related to that selection

• This filter is temporary: click anywhere else on the dashboard to clear it and return to the default view

Drill down to underlying data

You can dig deeper into the Employee Detail behind the stats by clicking on a chart or data point to activate the drill-through option.  You can then view a list of people by choosing one of the options below:

• Click on the Employee Detail button at the bottom of the charts

• Hover over the selected area for the Drill through option to appear
   
• Right click on the selected area

Employee Detail will then be shown in a list

Use the button to return to the previous view

Exporting data

Data can be exported from several dashboards:

• Hover over a chart or table to reveal the more options (ellipsis) menu

• From there, choose Export Data and select your preferred format (CSV or Excel). This is useful for offline analysis or sharing insights with stakeholders.

PDF download

There is also a quick PDF Download button on the top toolbar to output the dashboard in view

When you click to confirm the download, a status button will keep you updated on progress: 

- Click to view PDF(s) in progress and cancel if needed

- Click to close, the PDF is ready in your usual download folder to view

Dashboards views

Each dashboard shares a common structure:

• View by and Filters at the top

• Key metrics shown in the form of charts, visuals, and KPIs

• Interactive features for filtering and drill-through

Here’s a brief summary of what each dashboard covers:

Overview

Currently only on the Turnover Dashboard and provides a focused snapshot of metrics which are ideal for tracking attrition trends at a glance, such as voluntary vs. involuntary leavers, and forecasting headcount.

Summary

Shows high-level organisational metrics like Headcount, Total Salary, and more. Good for a snapshot of your workforce at a point in time.

Analysis

Focuses on a single KPI at a time (eg Total Salary) with breakdowns, comparisons, and trends over time. Ideal for deep dives into specific metrics.

Holiday Entitlement

Relevant to Holiday Dashboard only and provides key stats such as entitlements, balances and holiday left percentage.

Year-on-Year

Compares metrics (like Headcount or Salary) across two years to highlight change and trends, using both percentage and absolute differences.

Extract

A flexible, tabular view for building and exporting custom data tables. Tailor your dataset by rows, KPIs, and filters.

Explorer

Enables advanced, pivot-style data exploration with row and column groupings. Perfect for multi-level views of key HR metrics.

Trends

Currently only on the Turnover Dashboard, this visualises how turnover rates change over time. Helpful for spotting seasonal patterns, long-term shifts and provides forecasting to inform strategic workforce planning.

Further Dashboards

Additional dashboards are available subject to your subscription tier, which follow the same structure:

• Absence
• DEI (Diversity, Equality and Inclusion)
• Turnover