Acendre Analytics was introduced in 2019 with a number of new features, templates and designs. For more information, see the Acendre Analytics section.

New Tools and Utilities were introduced in July 2017 - for more information, see the 6. Tools and Utilities page.

Standard Recruit Reports are now found in a folder of the same name (previously Talent Analytics). Standard Perform Reports are now found in a folder of the same name (previously Standard Reports - Perform).

The Analytics engine was upgraded in July 2016, with a new report builder and interface to make reporting quicker and easier. Here is an outline of those changes.

Browse Navigation

Key changes to the restyled browse screen include:

• All filter options on the left hand side, including folders and subfolders
• Sort, reset, information and action options at the top
• Thumbnail and list layout of content in the body of the screen
• Opening content via double-clicking the item
• Access all actions for selected content via right-click or the action menu icon (three vertical dots)
• Move content between subfolders via drag and drop
• For those with the appropriate permissions, edit folder and subfolder names and access permissions

Report Builder - Data

This significant redesign gives a report preview as it is built, as well as access to what were separate filter and formatting options from the one screen.

• Fields are still found on the left hand side. Drag the desired field to the report preview area, column or row section to build your report.
• The report will refresh as you add data or make other changes. To turn this off for any reason, turn off the Auto Refresh option.
• Sections and Filters are now added in the middle column. To edit any filter settings, click Advanced Settings. This replaces what was the second part of the workflow.
• For advanced users, options like drill settings and sub-queries are also found on the left hand side (see below graphic for details).
  
  

• To access field-specific settings, such as aggregation, sorting, format, advanced functions or other field settings, hover over and select the drop down button against that field.
  
  
  
• Any formatting, filtering and similar screens will appear in the foreground but do not require saving. Make your selections or changes and close the foreground window to apply to your report via the small ‘x’.
  
  

Report Builder - Chart

The new charts step adds multiple new features while retaining previous functionality.

• The new Auto Chart feature means you can use the best chart type for the data you’ve selected. As you add more fields, your recommended chart type might change.
• Additional functions are now available – Average, Trend, Forecast and Accumulation (availability dependent on the data chosen). Experiment with these as you build your chart.
• Chart formatting options, as per previous versions, are available via icons at the top.
• You can also create more than one chart per report. Click the + in the bottom right corner to add another visualisation.
  
  

Report Builder - Output

Previously ‘Formatting’, this screen incorporates all of that functionality plus the ability to arrange charts on the canvas so you can find the optimal design for your report.

Chart Canvas

• If you created charts for your report, select them via the left hand chart icon and drag them onto the canvas. Resize and arrange as required.
  
  
  
• You can now show or hide the table behind the chart from this screen as well (see above image)..

Filter Placement

Filters can be displayed above the report or embedded in the left hand menu.

Menu Placement

Organisations can choose between three navigation options.

Option 1 – Horizontal Menu (default)

By default, Analytics will retain the horizontal menu used previously for continuity.

Option 2 – Left Hand Menu with Create Button

Menu options expand and collapse from a new and intuitive left hand side navigation, with the create option even more accessible with a separate yellow button on the right.

Option 3 – Left Hand Menu Only

As per Option 2 (above), but with Create included in the menu rather than as a separate button.

Speak to your Client Success Manager if you would like to use one of the new left hand navigation options. The choice of navigation is set for all users at an organisational level. Menu options will continue to reflect each user’s (or their user group’s) access permissions.

Other New Features

Broadcasts - Limit Schedule Period

Broadcasts can now have an end date applied to them, rather than having to be manually turned off or removed once they are no longer required. This can be accessed by selecting Advanced Settings under Frequency.

• To limit the schedule period, toggle the Limit Schedule Period button on and enter the From and To dates.

Personal Broadcasts

Personal broadcasts are a new type of broadcast sent just to you. Setting these up as Personal Broadcasts allows you to access them directly from the Browse menu (under the Personal Broadcasts link). Other delivery settings mimic the standard broadcast settings.

• You’ll find the Personal Broadcasts option under Create New when selecting the broadcast icon on a report.

Updated Colours

The Analytics colour palette has been updated so that colours hold when a report is exported to Microsoft Excel. This means that any reports with cells or text with conditional formatting will now appear with the same colours when exported in a spreadsheet format.

The updated palette means that some report and chart formats may change with the upgrade. If so, simply edit your report and pick the relevant colours again.

Editing Active Reports

If you edit an active report, the report will remain active while you edit a draft version. This allows you to view and revert back to the active version should you wish to undo your changes, as well as proceed and replace the active version or save as a new report once you have finished editing.

In addition to the Save option, you will see Save As, Undo Changes or Delete Version in the Report options.

Long Running Reports

If you are loading a long running report, perhaps because it will return a significant number of results or has complex calculations to perform, you will see a prompt giving you options for what you would like to do. You can:

• wait
• receive the report by email once it is complete
• add the report to your Timeline
• cancel running the report.