In order to streamline your efforts to share great data with other members of your organization, you can easily email reports to your colleagues directly from Greenhouse Recruiting. In this article, we will cover how to email a saved report.
Click the ellipsis on the navigation bar and select Reports from the dropdown menu.
On the Reports page, locate the Saved Reports panel and click on a saved report.
Click the Email icon in the upper right-hand corner of the report.
Use the subsequent dialog box to configure the recipient, email subject, and email body. Click Send Email when finished,
Your designated recipients will receive an email of the report. The report will be included in the body of the email (along with any text you have included) and also attached as an Excel file.
Note: When you email a report to another user, Greenhouse Recruiting will first check the recipient's permissions to see if they are allowed to access the report. If the specified user cannot access data in the report (i.e. private candidate data) the report will not send.
Recipients may see a slightly different version than the original scheduled report since Greenhouse Recruiting mirrors the recipient's permissions before delivering the email. If a recipient does not have access to a particular job in the report, that information will be redacted.
Note: Because they contain a large amount of candidate data, the Offer Details and Scorecard Feedback Reports will not appear in the body of emails or as attachments. Instead, an expiring link will be attached to allow your recipient to download the report for 24 hours.