How can we help you?

Field Report

GHO_Permissions_and_Product_Tier.png

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.

Screen_Shot_2019-10-04_at_11.28.02_AM.png

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.

Screen_Shot_2019-10-07_at_4_35_01_PM.png

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.

Screen_Shot_2019-10-07_at_4_35_50_PM.png

 

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.

123.png

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.

Screen_Shot_2019-10-07_at_4_51_40_PM.png

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.

Screen_Shot_2019-10-07_at_4_58_58_PM.png 

 

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. 

drag.gif 

 

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. 

Screen_Shot_2019-10-04_at_11.42.17_AM.png

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 ellipsis.png inline with the field report name.

Screen_Shot_2019-10-07_at_4_01_38_PM.png

Select Email CSV from the dropdown menu.

Screen_Shot_2019-10-07_at_4_02_59_PM.png

Field reports can also be emailed directly from the field report page by clicking the ellipsis ellipsis.png to the right of the title and selecting Email CSV from the dropdown menu.

Screen_Shot_2019-10-07_at_4_04_35_PM.png

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. 

Screen_Shot_2019-10-07_at_4_08_22_PM.png 

 

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 (#).

Screen_Shot_2019-10-03_at_4.25.01_PM.png

Click the name of any report to view it.