Greenhouse Recruiting allows your organization to schedule a recurring report that will be automatically emailed to specified users at a regular cadence.
Scheduled reports include the report data in the message body, as well as an Excel download of the data attached to the email.
Note: A custom report must be saved before a recurring email can be configured and scheduled.
Set up a scheduled report
To setup a scheduled report, click Reports on your navigation bar and open the report you want to schedule.
Click Schedule in the top of the report.
Configure the details for the scheduled report, including the name, recipients, email subject, and an email message.
Define your schedule at the bottom of the page by selecting the frequency and timing for the delivery. These options will change based on if your schedule is occurring.
The following frequency options are available for selection:
- Weekly
- Bi-weekly
- Monthly
- Quarterly
When finished, click Save Schedule.
Note: If Bi-weekly is selected as the frequency, the report schedule will begin on the next date following selection. For example, if Monday is selected for a bi-weekly recurring report schedule, the report will send the immediate next Monday and then skip the next.
If Quarterly is selected, the report will be sent on the final day of the quarter. Quarterly reports will be sent on March 31, June 30, September 30, and December 31 throughout the year.
Receive a scheduled report
The selected users will receive an email of the report on the selected days at the time you selected when setting up the report. The email body will include a view of your message text and report data. An Excel file will also be attached to the email containing the contents of the report.
Users may see a slightly different report based on their permission. See the next section for more information.
Send a report to a user who doesn't have permission to view the report
When you email a report to another person, 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 (like private candidate data), the report will not be sent.
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 doesn't have access to a particular job in the report, that information will be redacted.