The report builder allows you to create reporting completely customized to what metrics matter to you. Once you've created a custom dashboard, you can add numerous reports from our library to it and customize them to your needs.

Click +Add report in the top-right of your custom dashboard.

The report library will open. On the left you can see different categories to look through or simply search for a report directly with the search bar in the top.

In the top-right you can filter the available reports by visualization- or report type.

Click +Add report for a report you would like to configure to add to your dashboard.

There are four different types of reports you can customize: trend, breakdown, single metric, and pipeline reports.

Trend report

Trend reports highlight changes of your data over time.

Give your report a title and optionally add a description. Adjust the Metric and select a grouping under Group by.

Optionally click the toggle to exclude deleted candidates’ anonymized data from the report added to the dashboard.

In the top, select whether you’d like to have a chart, data table, or summary view.

If you’ve selected the chart view, you can choose between a vertical bar chart and a line chart.

Under Date range you can filter the report by a certain time frame. Pick a Frequency of that time frame.

Under Filter by you can select additional filters.

Click Add report once you’ve finalized your selection to add the report to your custom dashboard.

Breakdown report

Breakdown reports consist of essential metrics that are grouped by different categories.

Give your report a title and optionally add a description. You can adjust the Metric and select a grouping under Group by. Optionally, you can also add a secondary grouping.

Optionally click the toggle to exclude deleted candidates’ anonymized data from the report added to the dashboard.

In the top, select whether you’d like to have a chart, data table, or summary view.

If you’ve selected the chart view, you can choose between a horizontal bar chart and pie chart.

Under Date range you can filter the report by a certain time frame.

The Date property determines which date will be used for certain metrics.

Under Sort by, select how you’d like to sort the data. Next to that, you can choose the Amount of data displayed.

Under Filter by you can select additional filters.

Click Add report once you’ve finalized your selection to add the report to your custom dashboard.

Single metric report

Single metrics reports focus on single key values.

Give your report a title and optionally add a description. You can adjust the Metric and select a grouping under Group by.

Optionally click the toggle to exclude deleted candidates’ anonymized data from the report added to the dashboard.

In the top, select whether you’d like to have a chart, data table, or summary view.

If you’ve selected the chart view, you can choose between a horizontal bar chart and pie chart.

Under Date range you can filter the report by a certain time frame and under Filter by you can select additional filters.

The Date property determines which date will be used for certain metrics. Next to that, you can choose the Amount of data displayed.

Under Filter by you can select additional filters.

Click Add report once you’ve finalized your selection to add the report to your custom dashboard.

Pipeline reports

Pipeline reports focus on your candidates’ movement throughout your pipeline stages.

Give your report a title and optionally add a description. Adjust the Metric and select what you would like to Show data for.

Select which pipeline or job you would like to configure the report for if you chose to show data for a specific pipeline or job.

Pick between Stage type and Stage name under Group by to group the report by your custom pipeline stages or by stage types only. Learn more about the difference between stage names and stage types.

Optionally click the toggle to exclude deleted candidates’ anonymized data from the report added to the dashboard.

In the top, select whether you’d like to have a chart, data table, or summary view.

Under Date range you can filter the report by a certain time frame.

The Date property determines which date will be used for certain metrics.

Under Filter by you can select additional filters.

Click Add report once you’ve finalized your selection to add the report to your custom dashboard.

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