Greenhouse Onboarding's Field report allows your organization to aggregate and report on any field in your account.
Use Case: 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.
In this article, we will cover how to:
Create New Field Report
To create a new field report, click Reports on the navigation bar and navigate to the Field Reports panel. Click Create New.
You will have the opportunity to provide a unique name for the report when you save the field report.
Add/Remove Column to Field Report
Note: Greenhouse Onboarding users can add any custom field to a field report. However, the user's ability to see individual entries for each custom field will depend on the user's field permissions. If a user does not have permission to view a field, entries for that column will appear blank. Additionally, users with permission to view a masked field can view individual entries for this field via the report.
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.
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 and click Apply when finished.
Add/Remove Filter to Field Report
The following field types can be used to filter your filter report:
|Single Select||Multi-select||Co-worker field (e.g. Manager)|
|Date||Department Fields||Team Fields|
To filter a field report, click Filter and select Add Filter from the dropdown menu.
Use the subsequent fields to select the filter criteria. Users can apply more than one filter to a field report.
Note: Filtering a field report by a field not currently included in the report 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 and click Apply when finished.
Reorganize Field Report
To reorganize columns in the report, simply click any column header to highlight the column.
Next click and hold the column and drag it 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. For users who are creating a brand new field report, you will be prompted to provide a name to the field 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 on the navigation bar and navigate to a specific field report in the Field Reports panel. Click the ellipsis inline with the field report name.
Select Email CSV from the dropdown menu.
Field reports can also be emailed directly from the field report page by clicking the ellipsis to the right of the title and selecting Email CSV from the dropdown menu.
An email will be generated and delivered to the executor of the action. The email will contain a link that the user can click to download the CSV onto their computer.
Note: This link will redirect you to Greenhouse Onboarding where we will check your login credentials.
View Existing Field Reports
Note: Field reports can be accessed by any user with the appropriate permissions to view field reports from their respective Greenhouse Onboarding user accounts. For users assigned to custom roles who can view field reports and with limited access to certain custom fields, they will be able to 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 5 most recently edited field reports. To view the complete list of saved field reports click View Saved Reports (#).
Click the name of any report to view it.