Permissions: Job Admin and above
Product tier: Available for Advanced and Expert subscription tiers
The Report Builder gives your organization the flexibility it needs to customize and run reports so you can find and evaluate your data easily. Once you've run an essential report or created a custom report in Greenhouse Recruiting, you can save your report for future reference or email the report to share it with your teammates.
Save a report
To save a report, click Save at the top right of the Reports page (for essential reports) or the Custom Report page (for custom reports).
Note: You can also save custom reports as a template. When saving your report, click Save > Save as template.
Give your report a unique name. Click Save when you're finished.
You can find your saved report by navigating to Reports > Saved Reports.
Email a report
To email a report to your teammates, click Share at the top right of the Reports page (for essential reports) or the Custom Report page (for custom reports).
In the Email Report box, select an email recipient, then enter your email's subject line and message.
Note: The emailed report will only include data that the selected recipient has permission to view in Greenhouse Recruiting.
When finished, click Email Report.
Your recipients will receive an email containing the report data, a link to view the report in Greenhouse Recruiting, and a downloadable .csv version of the report.
Schedule a recurring report email
You can also schedule a report email to send to yourself or your teammates at a regular cadence.
Click Schedule at the top right of the Reports page (for essential reports) or the Custom Report page (for custom reports).
In the Schedule report box, provide the following details:
- Report name
- Email recipient(s)
- Subject line
- Email message
Next, specify when and how often you'd like recipients to receive your report. Your options will vary depending on the frequency (weekly, bi-weekly, monthly, quarterly) you select for your scheduled email.
Click Schedule report when you're finished.
Recipients will receive an email containing the report data, a link to view the report in Greenhouse Recruiting, and a downloadable .csv version of the data at the time you've scheduled.
Delete a scheduled report email
To delete a scheduled report email, open your saved report and click Edit Schedule on the Reports or Custom Reports page.
In the Edit schedule box, click Delete schedule.