Creating New Pages

You can easily create new dashboard and search result/directory pages in Hanelly Insights. Note that only you can see the new pages that you create.

To create a new page:

  1. Click Main Menu > Create > New Page.
  2. In Page Type, select whether you are creating a dashboard or search result page.
  3. Select the Page Dataset used for the page:
    • Employee Dataset: Employee records that are valid as of today's date.
    • Historical Employee Dataset: Employees' records for all effective dates.
    • Position Dataset: Positions' records that are valid on the latest effective date, closest to the current date.
    • Historic Position Dataset: Positions' records for all effective dates.
    • Org Unit Dataset: Org Units' records that are valid as of today's date.
    • Historic Org Unit Dataset: Org Units' records for all effective dates.
    • Data Quality Dataset: Employees' records with Data Quality information for all effective dates.
    • Gender Equality Dataset: Employees' records with Gender Equality information for all effective dates.

    Note: If the page is edited, the dataset cannot be changed.

  4. In the Page Name field, enter the title (up to 50 characters) that appears in the Main Menu and at the top of the loaded page.
  5. In the Category drop-down, select the Main Menu category under which the page will appear.

    Note: You can add both dashboard and search result pages to the Custom menu category.

  6. If you are creating a dashboard page, select whether you want users to be able to switch to a search results page by enabling the Search setting.
  7. Click Create Page.
  8. Load the new page:
    1. Configure the filter panel.
    2. For a search results page, click to switch to the dashboard view.
    3. Add charts to the dashboard.

To delete a custom page:

  1. Load the custom page.
  2. Click the page options and click Delete Page.

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