Loxo Reports are designed to give you flexibility in how you view your KPIs and track your team's data. Your Reports Dashboard will be your reporting home base in Loxo. It’s pre-loaded with a series of reports built with recruitment proven practices in mind, along with a navigation menu and the ability to build custom reports to view and track additional metrics.
Watch the Reports Overview tutorial below to learn how you can get the most out of your Loxo Reports Dashboard, or continue reading below for more information.
Navigating Your Reports Dashboard
Loxo Reports gives you a dashboard to track the information that is most important for leading your team and driving your business. Dashboards can also be shared with your team members, giving non-admin users insight into the company's activity and their contribution to business goals.
Note: By default, only account admins can create and edit reports or goals within Loxo. Regular users must be granted specific permissions by an account admin to access reports. Admins can adjust these permissions through Loxo's Groups feature for controlled access.
Continue reading below for an introduction to the tools available within Loxo Reports and how to navigate your Reports Dashboard.
To access Reports in Loxo, you'll use the main navigation bar on the left. Click on the bar chart icon to access Reports.
You will notice a series of pre-built charts to help you get started. Once you have the applicable data, you can click on any of these charts to open the full report or goal, where you can access a more detailed analysis of the data.
You can apply filters to the charts in your Reports Dashboard, using the options in the upper right corner.
Filter by Date to isolate a specific day or custom date range.
Filter by Owner to select a certain team member's activities.
In addition to the charts on your dashboard, you can also open a list of all reports and goals that have been created within your account.
Click on the list icon in the upper left corner to open the Report Dashboard menu.
From this menu, you can use the smart search bar to quickly find a Report or a Goal.
Admins have the ability to decide which goals and reports are displayed in the default dashboard. If you have admin permissions, you can easily drag and drop to add new reports, move things around, remove charts, and rearrange the layout so that your dashboard captures the data most relevant to you and your team.
Using, creating, or editing reports and goals in Loxo is designed to be an extremely intuitive experience, but you can reach out to our Support Team if you have any questions about how to best set these up to meet your needs. For accurate results, ensure that you regularly review filters, verify data associations and enable all relevant activity types in the settings menu to maintain accurate and actionable reporting.
Rename a Goal or Report
Maybe an existing report is just what you’re looking for… except you want to call it something specific. Totally fine! Renaming reports (and goals) in Loxo is super easy. To do so:
Go to the report or goal that you want to rename.
Hover over top right corner and click the three dots.
Select "Open goal" or "Open report"
Click on the three dots at the top right of the page:
Select "Rename goal" or "Rename report"
Enter the new name and click Save.
Change a Goal
The goals in Loxo are designed to incorporate common metrics, although you can always customize these goals to better align with your team.
To edit a goal, you can follow the steps below:
Open the goal that you want to customize by clicking the three dots at the top right of the goal and selecting "Open goal."
To change or update the goal, click on the pencil icon at the top to access the Goal Settings.
Use the dropdown menu(s) to change the data point(s) tied to the goal, such as which Activity Types count toward the goal or which team members the goal is for.
Adjust the cadence of the goal to generate weekly, monthly, quarterly, or yearly targets.
Set the target number next to your selected time frame.
Be sure to click 'Update' to save your changes.
Customize or Create a New Report or New Goal
Your Loxo account comes with most of the industry-standard reports and goals already built into your dashboard. To learn more about our pre-built reports, check out Reporting in Loxo.
If you want to build your own custom report to track specific data, you can follow the instructions below to add a new report or set up a new goal.
Go to Reports and click the Add button at the middle right of the page.
Choose whether you’d like to create a new report or goal. For this example, we will choose to create a new report.
Here, you’ll be prompted to decide which kind of report/goal you want to create from a list of the options below. Activities Reports and Goals are generally the most commonly used within our platform.
Activities - for tracking performance metrics based on the events that are being logged in the system by users each day.
Jobs - for tracking progress on your pipelines, how many are being opened and closed, and how your candidates are moving through the workflow.
People - for insights on the records in your database, whether that's candidates specifically or all of the contacts that have been added, including prospective and current clients.
Revenue - for tracking your business development efforts through Deals and your income from Placements.
Tasks - for keeping up on your tasks, even those that have been marked as completed and removed from the Task Board.
Choose the report type from the options.
Click Continue to create the new report or goal.
Add filters to specify which information you need in the report/goal.
Click the + button at the top to add a new filter.
Select the data point you want to filter by, such as "Logged by," or the person who added the activity, or a "Workflow Stage," such as "Submitted."
Use the logic fields to specify the data you want to include in your report, such as
"Logged by" is... All Usersto capture activity regardless of the teammate.
Click the blue + button to add additional filters to your report.
Once the filters and metrics of your report or goal have been established, you have the option to view the data in several formats.
Bar graph
Line chart
Pie chart
Data table
Adjust the "segmenting" - the way different data is split up for each data set -using the "Segment by" option in the upper right corner of the report graphic.
Adjust the "grouping" or the way your data is organized in the report using the setting at the bottom of the graphic. For example, setting this to
Group by > Date logged > Monthlywill include a column for each month in a bar graph report.
Scroll down for an overview of the data that's feeding the report graphic.
Choose the "Detailed" view to see a list of the granular data points. Click the Gear icon in the upper right corner of the Detailed table to manage the different field columns that are enabled.
Choose the "Summary" view for a cumulative overview based on the metric in the 'Group by' field.
Click "Save Report" in the top right corner.
Name your report.
Choose whether you want to add the new report to a board to share it with your team.
12. Click Save
Export a Report
Reports can be exported from Loxo whether they are a default report or a custom-built report. To export a report from Loxo, any changes or filters must first be saved to the report.
Follow the below steps to create your CSV export file.
Go to the report that you want to export.
Adjust any filters that you would like to include in the data export.
Save any changes or filters added to the report.
Click the export button in the top right corner of the report.
Choose between a summary report or a detailed report of the raw data within the report.
Check the box if you want to download the report graphic in addition to the data.
Click Export
Troubleshooting Reports
Loxo's standard set of reports is built to help you track the most important metrics for your team and your business. Adding additional filters or building custom reports can be challenging. Below are solutions to common issues you might face.
Why isn't data showing up for my reports?
Sometimes, reports may appear empty or like there's a lack of data. If you're seeing the "Report not able to render" screen, but you're certain there should be data available, there could be an issue with the report's configurations that are preventing it from displaying the information as expected.
This issue frequently arises due to the filters that are applied to the report, as well as the "Group by" and "Segment by" settings for the report. Adding or removing filters will change the data that is being returned. The "Group by" setting will change how different results are categorized within the report. For a bar graph, this can change the number of total bars. For a pie chart, this can change the number of individual pieces, and so on. The "Segment by" setting will change how the different groups are then split up amongst themselves.
For example, say you're running an Activities Report on the last 6 months, and you're setting it up as a bar graph. Initially, the report graphic may show you this data "Grouped by" the date it was logged, with each month along the bottom, and "Segmented by" the person who logged the activity, so each bar on the graph is split up by the users who completed the actions that month.
If you change the "Segment by" to "Activity Type" instead of "Logged by," and then update the "Group by" from "Date Logged" to "Logged by," the graph would show you a bar for each user along the bottom, and each bar would be split up by the different activity types that they logged.
These filters and settings can drastically change the way you see your reports, so it's important to make sure these are correct so the information can be displayed correctly. To review your filters or manage the grouping and segmenting of a report, follow the steps below:
Open your Reports Dashboard in Loxo.
Open the report that you'd like to modify.
Filters can be applied or removed at the top. You can filter by things like the Date Logged or Created Date, the user who completed the action, and more. The filters available can change depending on the report type (i.e., Activities Reports compared to Job Reports).
The "Segment by" setting will be in the upper right corner of the report graphic.
The "Group by" setting will be at the bottom of the report graphic.
Adjusting these filters as needed can help you return the data you're looking for, as you need to see it.
How can I troubleshoot discrepancies in Reports?
If you're not seeing all of the data you expect to see in your reports, this may stem from things like filters, differences between record owners and who's logging activities, or different activity types. To ensure accurate reporting:
Verify that proper filters, such as Activity Type or Logged by, are active. For example, ensuring both 'Submitted' and 'Moved to Submitted' options are selected on a Submissions Goal can ensure the activity is counted, even if team members use different processes when working in Loxo.
Cross-reference the record details or Activity Feeds with your report setup to make sure it's capturing the correct data.
If discrepancies persist, check for any potential mismatched criteria or filters. Should the discrepancies remain unresolved after following these steps, reach out to Loxo Support for further troubleshooting assistance.
Related Topics
Reporting: a Collection of Related Content