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Explore

Note: Explore is available based on your user profile's tier assignment.

Explore lets you look at a report's data in-depth and do cool things. From within Explore, you can create a report or customize a report to meet your needs, including adding and removing data points (dimensions), rearranging columns, selecting visualizations, and more.

Explore has two "flavors" and essentially does the same thing but the intent and starting point are different.

Starting pointUse when you want to:
Explore (dashboard)From the navigation bar, click Reports & Analytics>Explore.Build any report and dashboard that you want. Think of this as the new Report Builder.
Explore from here

From within any standard report, click a tile's ellipsis and then click Explore from here.

A tile menu with Explore from here, Download data, Autosize all columns and Reset all column widths options

Use an existing standard report and build off of it (customize).

Regardless of the starting point, Explore has the same features:

  • Filters
  • Data points and dimensions
  • Data grid
  • Visualization

Filters

Filters appear above the visualization panel. The filters default to the values you selected on the standard report. You can change them if you want.
The Explore page with an arrow pointing to the Filters (10) bar above the Visualization toolbar and results table

Click the arrow to expand the filters panel. You can make changes to the filters here:

The Explore Filters (10) panel with Custom Filter checked and filters such as Job Business Unit Name

Note: Changing filters here affects the report and visualization in Explore. It does not change anything on the standard report.

You can add additional filters. In the Data Points list for the filter you want to add, click filter icon.

The Explore field list with the Filter by field button circled in red beside the Created Date field The Explore field list with the Filter by field button circled in red beside the Created Date field

Data points and dimensions

Data points appear on the left side of the page.

The Jobs and Resumes field list with a Find a Field search box and All Fields and In Use tabs

Data points have dimensions. A dimension is a set of unaggregated values that you can group data by. Click a dimension to add it to the report (data grid). By doing this, you are taking a standard report and customizing it. Add all the dimensions you want!

The Explore field list and Results table, with an arrow from the Name field under Referring Employee to the table

Remember you can sort columns. Click the arrows in the column heading to toggle from ascending to descending:

The Explore Results table header with the sort indicator on the Stage Duration Stages Label column circled in red

You can also do amazing things with the gear icon. Click it to see options:

A column menu with Remove, Filter, Pivot, Group and Copy values options, opened from the circled gear icon

Data grid

As you might expect, the data grid contains a report's data. It's the content you are looking for when you run a report. When you use filters and add/remove data points, the data grid changes. You can do also do some unique things like add calculations, limit the number of row, and included totals and subtotals. Work with these options to get the data the way you want it.

The Explore Results table with Stage Duration columns and the Row Limit, Totals and Subtotals options

Visualizations

At the top of the page, you'll see the Visualization tile. In the menu bar, you can select various bars and graphs to present the data in different ways:

The Visualization toolbar of chart type buttons outlined in red above the Explore results table

Some visualizations work better with certain reports. Click each visualization option to see what works best.