Custom reports
Build saved reports with filters and grouping — requires the custom_reports feature flag.
Feature flag:
custom_reports— Platform kill switch defaults to off. A platform admin must enable the slug globally and grant your organization access (InsightHire Admin → Integrations → Tenant Access) before Reports appears in the nav.
Custom reports let you save reusable queries over candidates, applications, journeys, and hiring events — then share, schedule, or feed BI tools.
Access
| Surface | Path |
|---|---|
| Reports home | /dashboard/reports |
| New report | /dashboard/reports/builder |
| Open saved report | /dashboard/reports/[id] |
If the flag is not granted, /dashboard/reports shows "Custom reports are not enabled for this organization."
Create a report
- Go to
/dashboard/reports/builder. - Choose an entity (e.g. applications, candidates, journey sessions — per builder options).
- Add filters (date range, position, status, source, etc.).
- Configure columns and optional grouping.
- Save with a name — you are redirected to
/dashboard/reports/[id].
Saved reports appear on the Reports home page for one-click reopen.
Run and export
On a saved report page:
- Refresh data for the latest warehouse snapshot
- Export results (CSV) for Excel or downstream tools
- Duplicate logic into a dashboard widget (see Dashboards)
Scheduled email delivery
From the report detail view, configure scheduled delivery (when exposed in UI) to email CSV or summary links to stakeholders on a cadence. Delivery respects org permissions — recipients must be org members with report access.
BI API keys
Org admins manage report API keys from Settings → Data Export (/dashboard/settings/data-export) when custom_reports is granted. Keys authenticate read-only CSV feeds for external BI (Tableau, Looker, etc.).
Rotate keys from the same page if a integration owner leaves.
When to use custom reports vs built-in tabs
Use built-in (/dashboard/analytics/*) | Use custom reports |
|---|---|
| Standard funnel, sources, outcomes | Cross-entity joins not on a single tab |
| Quick CSV from one chart | Saved definition reused monthly |
| No flag required | Scheduled email or BI automation |
Enable the feature
- InsightHire platform admin enables
custom_reportsglobally. - Platform admin grants your org under Tenant Access.
- Reports link appears in main navigation →
/dashboard/reports.
Contact your CSM if the nav item is missing despite admin confirmation.