Use the field report in Greenhouse Onboarding to gather and report on employee profile fields for employees across your organization.
Create a 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 or remove field report columns
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 to remove the field. Click Apply when finished.
Add or remove field report filters
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. Custom fields can be added to the filter if their Type is single-select or multi-select.
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 your 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 your field report
Once you finished (re)configuring your field report, click Save Changes to save any edits.
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.
Export your field report
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.
View saved field reports
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.
Learn more about granting custom access to manage field reports: