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Customising the portal leaderboard

How to customise the portal leaderboard to include exactly the data you are wanting to view

Written by Em Powell

Customising your leaderboard is super easy. This step-by-step guide will cover how you can:

Accessing the leaderboard & filters

Step 1: Click on ‘app users’ on the left-hand side:

Step 2: Click on filters:

Leaderboard with an arrow pointing to the Filters button

Filter the leaderboard by date

Click the date menu and select a quick pick, or use the calendar to select the required date range. Click apply filters.

Filter the leaderboard by sites

If your organisation has multiple sites, you can view users from one or multiple sites by ticking the appropriate site/s.

💡Top Tip! You will only see the site data for the sites you have permission to view.

Click Apply Filters to display the results.

Adding/ removing columns containing additional information

You can include other information such as the number of shares, interviews, referrals/candidates, points (referral and bonus), both awarded and paid and source.

To add additional columns, click on the columns button.

Scroll through the list and select the required categories by clicking the tick box. To remove a category, click the tick box again.

Once you have set up columns, this will remain every time you view the leaderboard until you make another change.

Leaderboard with the Columns button highlighted and the Column setup menu open

Adjusting the ordering of columns

To change the column order, click a column heading and drag it to your preferred position on the leaderboard.

Leaderboard with the Interview successful heading circled and arrows showing it can be dragged left or right

Sorting the leaderboard by a specific column

To sort the data numerically, click the column heading, then click again to reverse the order.

Exporting the leaderboard

To export the leaderboard data, click the 'export' button in the top right of the page. The file will download.

Leaderboard with the Export button highlighted

If you have questions about setting up the leaderboard or anything else, click the chat icon in the bottom-right corner of your screen to get in touch.

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