Executive Summary
Dashboard-level overview reports in PyjamaHR provide a consolidated view of your hiring activities, job statuses, and productivity metrics across your organization. These reports are essential for HR teams and recruiters who need to monitor open positions, track performance, and make data-driven decisions—without having to check each job individually. This article explains how to generate, customize, and troubleshoot dashboard-level overview reports, ensuring you get actionable insights with minimal effort.
Detailed Overview
What Are Dashboard-Level Overview Reports?
Dashboard-level overview reports in PyjamaHR aggregate key recruitment data—such as open jobs, candidate sources, and productivity metrics—into a single, easy-to-access report. Unlike job-specific or department-specific reports, these overviews give you a bird’s-eye view of your entire hiring pipeline, helping you:
Monitor all open positions at once (no more endless scrolling)
Track recruiter and department productivity
Identify bottlenecks or anomalies
Export data for further analysis or sharing
When and Why to Use Dashboard-Level Reports
Weekly/Monthly Reviews: Quickly assess hiring progress and team productivity.
Management Reporting: Share high-level hiring stats with leadership.
Audit & Compliance: Ensure all jobs and candidate sources are accounted for.
Troubleshooting: Spot discrepancies or issues (e.g., jobs not appearing, numbers not matching expectations).
Integration with Other PyjamaHR Features
Open Jobs Dashboard: The primary source for viewing all active jobs.
Global Search: Locate specific jobs or candidates.
Custom Reports: For recruiter-specific or department-specific data (available as a paid add-on).
Export to Excel: Download reports for offline analysis.
Business Impact and Benefits
Saves time: No need to check each job individually.
Improves accuracy: Reduces manual errors in reporting.
Enhances visibility: Provides a holistic view for better decision-making.
Step-by-Step Guide: Generating Dashboard-Level Overview Reports
Prerequisites
Access Level: You must have reporting permissions in PyjamaHR.
Browser: Use a supported browser for best performance.
Active Jobs: Ensure jobs are created and visible in the Open Jobs dashboard.
Steps
Navigate to the Dashboard
- Log in to PyjamaHR.
- From the main menu, select Dashboard or Open Jobs (as referenced in customer conversations).View All Available Jobs
- The Open Jobs dashboard displays all current job openings.
- If you have many jobs (e.g., 66+), scroll to view them all.
- Tip: Use the Global Search bar at the top to quickly find specific jobs.
Screenshot Suggestion: Highlight the Open Jobs dashboard and the Global Search bar.
Generate the All Jobs Report
- Look for the Download or Export button (usually at the top right of the dashboard).
- Select All Jobs Report from the dropdown.
- The report will include all open positions, their statuses, and key metrics.
Screenshot Suggestion: Show the location of the Download/Export button and the All Jobs Report option.
Customize Your Report (If Needed)
- For department-level or recruiter-level reports, use the available filters.
- If you require a recruiter-specific productivity report, contact PyjamaHR support (custom reports may incur a one-time fee).Export and Analyze
- Choose your preferred format (Excel/CSV).
- Open the file to review, filter, or share the data as needed.
Screenshot Suggestion: Show the export dialog and sample Excel output.
Advanced Usage & Best Practices
Bulk Review: Use the All Jobs report to review all positions at once, especially useful if you have dozens of openings.
Filtering: Apply filters by department, job status, or recruiter to narrow down your overview.
Custom Reports: For recruiter productivity or custom metrics, request a tailored report from PyjamaHR (as per Conversation 1245).
Data Accuracy: Regularly check the dashboard for discrepancies (e.g., jobs not appearing, zero values in reports).
Security: Avoid logging in from multiple devices with the same credentials to prevent account freezes (see Conversation 8401).
Do’s and Don’ts
Do: Use the dashboard and export features for high-level overviews.
Do: Contact support for custom reporting needs.
Don’t: Rely solely on scrolling—use exports for comprehensive reviews.
Don’t: Share credentials or log in from multiple devices simultaneously.
Troubleshooting & Common Issues
Issue: Reports Show Zero or Inaccurate Data
Symptoms: All reports display zero, or candidate sources are incorrect (Conversations 2093, 1858, 1615).
Solution:
Refresh the dashboard and try again.
Check if the reporting feature is under maintenance or being revamped (as communicated in Conversations 1858, 1615).
If the issue persists, contact support and provide screenshots.
Issue: Reports Only Show One Job Role
Symptoms: Exported report contains data for only one job (Conversation 1427).
Solution:
Ensure you are exporting from the dashboard, not from within a single job.
If the problem continues, share your Excel file with support or join a troubleshooting call.
Issue: Unable to See All Jobs at Once
Symptoms: Need to scroll through many jobs; no consolidated view (Conversation 2298).
Solution:
Use the All Jobs Report export for a complete list.
Use the Global Search for quick access to specific jobs.
Issue: Productivity Report Not Available
Symptoms: Productivity report missing or under maintenance (Conversations 1858, 1615, 1245).
Solution:
Check for updates from PyjamaHR regarding report availability.
For urgent needs, request a custom report from support.
Issue: Account Flagged for Multiple Logins
Symptoms: Account frozen due to security protocols (Conversation 8401).
Solution:
Avoid logging in from multiple devices.
Contact support to resolve access issues.
Comprehensive FAQ
1. How can I view all open jobs at once without scrolling?
Use the All Jobs Report export from the Open Jobs dashboard for a consolidated list.
2. Can I generate a recruiter-specific productivity report?
Currently, recruiter-level reports are available as a custom service for a one-time fee. Contact support for details.
3. Why do my reports show zero or missing data?
This may be due to ongoing maintenance or a temporary issue. Refresh and try again, or contact support with screenshots.
4. Why does my exported report only show one job?
Ensure you are exporting from the dashboard, not from within a specific job. If the issue persists, contact support.
5. How do I filter reports by department or job status?
Use the filters available in the dashboard before exporting your report.
6. What should I do if the reporting feature is under maintenance?
Wait for the maintenance to complete, as communicated by PyjamaHR. For urgent needs, request a custom report.
7. Can I export reports in Excel or CSV format?
Yes, both formats are supported via the export function.
8. What if I need a custom report not available in the dashboard?
Contact PyjamaHR support to discuss custom reporting options.
9. How do I ensure my account isn’t flagged for security issues?
Avoid logging in from multiple devices with the same credentials.
10. Who can access dashboard-level reports?
Users with reporting permissions can access and export these reports.
11. How often is the data in the dashboard updated?
Data is updated in real-time or near real-time. For discrepancies, refresh the page.
12. What if I see inaccurate candidate source numbers?
Report the issue to support with specific examples and screenshots.
Related Features & Next Steps
Job-Level and Department-Level Reports: For more granular insights.
Custom Reports: Available on request for recruiter or specialized metrics.
Global Search: Quickly find jobs or candidates across the dashboard.
Security & Compliance: Stay updated on SOC-2 compliance and best practices.
Help Center Articles:
Still have questions?
If you encounter issues not covered here, contact PyjamaHR support with detailed information and screenshots for faster resolution.
This article is based on real customer conversations and reflects the latest workflows and best practices as of June 2024.