When we think of creating a chart, we often think of building on using the key records in Mercury. These records include Vacancies, Shortlists, Contacts, Clients and Placements.
There are many other records in the system where you may wish to build reports (views), charts and dashboards. For example, if you are using the Candidate Portal for managing timesheets and expenses, it would be useful for the Consultants or the Finance team to have a dashboard that contains views showing which timesheets are outstanding, which ones have been 'Submitted' to be checked and signed off, which ones are currently with the Client for Approval, Rejected Timesheets, etc. There is no way of displaying these views without adding them into a dashboard.
These are all our current menus:
All views can be built and displayed within here. To build any outside these menu options, please follow the advice below:
Building and Using a View that has no Menu tab on the Site Map
Using the example above, we can see there is no menu displayed for Timesheets:
Open the Advanced Find filters by clicking in the Search bar at the top of the screen :
Using the example timesheets that have been submitted, build your view:
Click Apply.
Name the view:
/msdyn_blobfile/$value)
As mentioned above, there is no way of displaying this view in a menu. However, it can be displayed in a dashboard.
Go to Dashboards and click on +New:
Choose the layout and click on Create:
Name the dashboard and click on Insert List in your chosen tile:
Select the Record Type, select your newly created View and click Add:
Continue to complete the remaining tiles.
Click Save and then Close on the top left.
Your dashboard will show with your new views:
Building and Using a Chart that has no Menu tab on the Site Map
Continuing on from the above, it may be that a chart is required. To apply a chart to a view that has no menu, you must always display the view in a new dashboard, as we have in the above example. This is the only way to build the chart:
Open the view by clicking on See all Records:
This will always display a view layout, where the Show Chart is on the toolbar.
Click on Show Chart:
Click on Show Chart:
A new chart can be built, as standard.
Click on +New:
Build the chart:
1. Select the Legend criteria
2. Select the Horizontal criteria
3. Name the Chart (it will automatically add a name, based on the criteria selected; this can be renamed.)
4. Select the preferred Chart
Click Save & Close:
Go back to your dashboard.
Click on Edit:
Select the next tile and click on Insert Chart:
Select the new chart:
Click Add.
Click Save & Close.
Refresh the page to see the new information displayed in the dashboard:
TIP: If refresh does not work, hold the Control key and press F5 on your keyboard.