How do I build a Job Report?
Users will need the "Create and View" custom reports permission to access the report builder. Reports are visibility dependant and will only show data within the visibility of the user running the report.
Steps
Go to Insights > Reports
Click Build New Report in the top-right corner
Select Job Summary from the base reports panel on the right. This pre-populates the most commonly used columns - you can edit or remove these later
Use the Edit Columns panel on the left to add or remove the data points you want in your report
Use the Filters at the top of the report to narrow results by fields such as open date, department, or location
How do I filter by date?
You can filter by date in two ways:
Rolling date – e.g. "1 day ago"
Fixed date – click the calendar icon to the right of the filter to switch to a specific date
Filtering by a date range
To define a date window, combine After and Before filters. For example, to show jobs that opened in April 2026:
Date Opened After 31 March 2026
Date Opened Before 1 May 2026
Can I rename column headers or change date formats?
Yes. Click the edit icon to the right of any column title in the report preview to rename it. You can also change the date format displayed in the report from this same window.
How do I run or save a Job Report?
Once your report is configured, you have two options:
Option 1 – Run the report Click Run Report to generate the data immediately. You'll be taken to a report preview where you can download the full report as a CSV. You can also save it as a template from this screen if you haven't already.
⚠️ Reports cannot be saved as templates after leaving this screen.
Option 2 – Save as a template Click Save as Template and give it a name to reuse the report later. From the template screen you can:
Edit the report
Duplicate it
Manage colleague access (edit or view-only)
Schedule the report to run automatically on a daily, weekly, or monthly basis
FAQs
Can I combine a Job Report and a Candidate Report? Not currently. Each report type pulls from a specific data source, and merged reports aren't supported. However, there is significant data overlap between report types, so running both separately will cover most use cases.
Will a colleague see the same data as me when they run a shared report? Not necessarily. Reports are visibility-based, meaning each user will only see data within their own visibility scope when they run the report. A colleague with a different visibility level may see more or less data than you.