Permissions: Job Admin and above

Product tier: Available for Advanced and Expert subscription tiers

Greenhouse Recruiting allows your organization to save any report for quick and easy reference.

Note: Saved reports are stored on a per-user basis and sharing the URL of the report will result in an error. To share a saved report, email the report or schedule an emailed report.

To configure this email, click Reports on your navigation bar, then click Essentials Library on the left. From here, choose the Reports tab.

Essential-library-reports.png

Find and open the report you want to save.

Screenshot of pipeline history and pass through report

Click Filters and more to update the filters as needed.

Tip: Using relative date filters (such as "Previous Quarter") means you can save a report once and have the dates automatically update as time passes. 

Screenshot of pipeline history filters

When finished, click Save at the top of the report. 

Screenshot of report save button

Give the saved report a name in the pop-up window and click Save.

Screenshot of saved report name

To view your saved reports, return to the Reports Overview page and click My reports on the left side of the page.

Reports-my-reports.png