Permissions: Site Admin, and Job Admin who can create, edit, and delete organization report templates

Product tier: Available for Advanced and Expert subscription tiers

Report templates allow you to create, save, and share your custom reports as templates with others across your organization. Use report templates to drive a consistent framework for reporting so everyone is measuring, iterating, and improving your processes based on the same performance metrics. Your recruiting teams can save time by using report templates, rather than having to create reports from scratch!

Once a report template is created, users in your organization can create reports from the template with Report Builder.

Create a report template

To create a report template, you'll first create or open an existing custom report with Report Builder.

To begin, select the Ellipsis icon on your navigation bar, then click Reports.

Choose an existing Saved Report or click Build Report.

On the subsequent page, choose a starting point for building your custom report. Consider what specific question you aim to answer with the data from your report, and select or search for the report you wish to use as your starting point. Then click Customize.

On the next page, use the Settings on the left to edit your report's configuration. Depending on the template you selected, you might see options to adjust the report's columns, metrics, chart type, timeframe, or other configurations. Add and remove columns to layer the data as you need.

You can further refine the report's data using Filters on the right side of the page. To add a filter, click Filters.

Then click + Add Filter.

Report Builder allows you to apply and layer multiple filters. For additional filters, click + Add Filter again.

To learn more about configuring filters on Report Builder, click here.

When you are finished editing the filters, columns, and metrics on your report, click Run Report.

Your custom report will generate. You can now save your report as a report template for others to use by selecting Save > Save as template.

Note: In order to save a report template, you'll need to be a Site Admin, or a Job Admin with the user-specific permission 'can create, edit, and delete organization report templates.'

Enter a name for your report template, and click Create template.

Your report template is now created and configured! Others in your organization will be able to create a report using your report template.

Create a report using a report template

Once a report template is created, you can create a custom report from the template.

Note: You must be Job Admin or higher on a job to create reports in Greenhouse Recruiting.

To create a report using a report template, select the Ellipsis icon on your navigation bar, then click Reports.

Click Build Report on the left.

On the next page, click Templates.

Select the report template you'd like to use, then click Customize.

On the next page, use the Settings on the left to edit your report's configuration as needed. Depending on the template you selected, you might see options to adjust the report's columns, metrics, chart type, timeframe, or other configurations.

Add and remove columns to layer the data as you need.

Note: Any changes you make to your report only affect the individual report you're creating – not the report template. To learn more about editing a report template, click here.

You can also refine your data further using Filters on the right side of the page. To add a filter, click Filters, then click + Add Filter. Report Builder allows you to apply and layer multiple filters. For additional filters, click + Add Filter again.

To learn more about configuring filters on Report Builder, click here.

When you are finished editing the filters and metrics on your report, click Run Report.

Edit an existing report template

To edit an existing report template, select the Ellipsis icon on your navigation bar, then click Reports.

Click Templates on the left.

Find your saved report template in the Templates list, and hover over it to select the Edit Icon_-_Edit.png icon.

On the subsequent page, you can adjust your report template's metrics, filters, and other settings. Click Save template to save your changes.

To delete an existing report template, return to the Templates tab and hover over your report to select the Delete icon .

Note: Deleting a report template does not affect any reports that have already been created using the report template. 

Confirm your choice by clicking Delete template.

Additional resources