Save, schedule, or email a custom report

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Greenhouse Recruiting's Report Builder gives your organization the flexibility it needs to customize reports so you can find and evaluate your data easily. Once you have created a custom report, you might wish to save the report for future reference, or share it with your teammates. 

In this article, we will cover how to: 

To begin, create a custom report by following the steps outlined here

 

Save Custom Report

To save a custom report with your configured parameters, click Save at the top right of the Custom Report page.

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Give your custom report a unique name. Click Save when finished. 

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To retrieve your saved report later, navigate to the ellipsis Ellipsis.png icon > Reports > Saved Reports.

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Click here to learn more about saving reports.

 

Email Custom Report

To email a custom report to your teammates, click Share at the top right of the Custom Report page. 

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In the subsequent dialog box, select a user(s) to receive the report, and provide an email subject line and body. 

Note: The emailed report will include only data the recipient has permission to view in Greenhouse Recruiting. 

Click Email Report when finished. The recipient(s) 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. 

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Schedule Recurring Email for Custom Report

To schedule a custom report to be emailed to yourself and/or your teammates at a regular cadence click the Schedule at the top right of the Custom Report page. 

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In the subsequent dialog box, provide the following details (all fields except Body are required):

  • Repeat Every: Check the box next to each day you want the custom report to be emailed every week
  • At This Time: Use the provided dropdowns to specify the time the report should be sent
  • To: Select a user(s) to receive the report
  • Subject: Provide a subject line for the email
  • Body (optional): Provide a body for the email

Click Save and Schedule when finished. The recipient(s) 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 on the designated days. 

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To turn a scheduled email off, return to the custom report and click Edit Schedule at the top right of the page. 

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