Custom reports
Create, save, export, and schedule reports for questions your team asks repeatedly.
Availability: Custom reports are optional and may not be enabled for your organization. If Reports is missing, contact your InsightHire administrator or customer success contact.
Build a report once, then run, export, or schedule it whenever you need updated results.
Key terms
- A report is a saved analysis that can be run again with current data.
- A widget displays one report on a dashboard.
- A template is a ready-made starting point. It does not contain your organization's data.
- A dashboard is a collection of widgets.
Information you can report on
- applications and candidates
- interviews, journey sessions, and invitations
- positions, offers, and recruiter tasks
- survey responses, including Quality of Hire
- requisitions, approval requests, and onboarding plans
Create a report
- Open Reports and create a report.
- Choose the type of information to report on, such as applications or interviews.
- Set an optional date range.
- Add filters to limit which records are included.
- Choose the columns to display.
- If needed, group the results and choose a calculation such as count, total, average, minimum, or maximum.
- Choose how to sort the results.
- Select Preview, review the table or chart, and then select Save.
To build a Quality of Hire report, open Analytics → Team and select Open Quality of Hire report. Quality of Hire uses survey feedback to help evaluate how successful completed hires have been.
Run and export
Open a saved report to see current results. Where available, you can open linked records for more detail, select Export CSV for a spreadsheet, or use your browser's print option to save a PDF.
You can also add a saved report to a dashboard as a table, chart, or key number.
Scheduled email delivery
From a saved report or dashboard, configure email schedules:
| Target | Email contents |
|---|---|
| Saved report | Summary, CSV attachment, and a link to the report |
| Dashboard | Summary of its widgets, without a CSV attachment |
Enter valid recipient email addresses. Select Send test to check the message immediately. Delete the schedule when it is no longer needed.
Choose built-in or custom reports
| Use built-in | Use custom reports |
|---|---|
| Standard funnel, sources, outcomes | Cross-entity fields not on a single tab |
| Quick CSV from one chart | Saved definition reused monthly |
| No optional access required | Scheduled email or dashboard |