What is a User Report?
User reports let you export line-by-line data about your ATS platform users in Pinpoint — this covers users of the core platform, rather than employees accessing the employee dashboard (such as those using the referrals system). Data available includes sign-in activity, two-factor authentication (2FA) status, and calendar connection details.
How can I build a User 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 User 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 Date added, or date of last sign in
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 candidates who applied in April 2026:
Date added to company After 31 March 2026
Date added to company 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 section.
How do I run or save a User 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 access (edit or view-only)
Schedule the report to run automatically on a daily, weekly, or monthly basis
