Permissions: Coordinator and Owner
Product tier: Available for Greenhouse Welcome and Greenhouse Onboarding subscription tiers.
Greenhouse Onboarding's Field report allows your organization to aggregate and report on any field in your account.
Example: Your organization hosts a company-sponsored lunch for every cohort of new hires. With this lunch in mind, you have created custom fields to capture allergy and dietary restrictions for all new hires. Generate a field report to aggregate this information before placing a catering order.
Create new Field report
To create a new field report, click Reports from the navigation bar. Then, click Create New.
You will be able to provide a unique name for the report when you save the field report.
Add/remove columns within Field report
Note: You can add any custom field to a field report. However, your ability to see individual entries for each custom field will depend on your field permissions. If you don't have permission to view a field, entries for that column will appear blank. Additionally, you can view individual entries for this field via the report if you have permission to view a masked field.
To add a column to a field report, click the Columns dropdown menu. Select one or more fields from the subsequent list.
When finished, click Apply.
Note: The Other Criteria option cannot be added to the report as a column.
To remove a field from the report, click the Columns dropdown menu. Click the X to the right of any field currently included in the report to remove the field. Click Apply when finished.
Add/remove filters within Field report
To filter a field report, click the Filters menu and select Add Filter from the dropdown menu.
Use the fields to select the filter criteria. You can apply more than one filter to a field report by clicking Add Filter again.
Note: Filtering the report by a field not currently included in the filter will automatically add the field to the report.
Click Apply when finished.
To remove a filter from the report, click the Filters dropdown menu. Click the X to the right of any filter applied to the report to remove the filter. Click Apply when finished.
Reorganize Field report
To reorganize columns in the report, simply click any column header to highlight the column.
Next, drag and drop the column to the desired position in the report.
Save Field report
Once you finished (re)configuring your field report, click Save Changes to save any edits.
Note: If you are creating a brand new field report, you will be prompted to name the report. Click Save Report As and name the report.
If you navigate away from the field report page without saving edits, you will be notified that you have unsaved edits and they will be lost if you proceed.
Email/download Field report
Note: Field reports can only be emailed and downloaded by the user who executed the action in Greenhouse Onboarding.
Click Reports from the navigation bar and navigate to a specific field report in the Field Reports panel.
Click the ellipsis icon inline with the field report name. Then, select Email CSV from the dropdown menu.
Field reports can also be emailed directly from within the Field Report by clicking the ellipsis icon and selecting Email CSV from the dropdown menu.
An email is generated and delivered to the executor of the action. The email will contain a link the user can click to download the CSV onto their computer.
Note: This link redirects you to Greenhouse Onboarding where we confirm your login credentials.
View existing Field reports
Note: Field reports can be accessed by Owners and Coordinators. If a Coordinator role has limited access to certain custom fields, users with that role can view the report as a whole but will have the restricted custom fields redacted from their view.
The Field Reports panel on the Reports page displays the five most recently edited field reports. To view the complete list of saved field reports, click View Saved Reports.
From the Reports page, click the name of any report to view.