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You can quickly navigate to Reports with G then R. See all keyboard shortcuts. The Reports section is where your recruitment performance lives: revenue, pipeline conversion, activity per person, and anything else you choose to count. This page is the tour of the section. For building an insight from scratch, see building reports.

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Report overview

At the top of the page you find a New Report button, plus the reports you already have. They are split into your reports, visible only to you, and a workspace section visible to everyone.
The Reports overview with existing reports
Every workspace starts with three ready-made ones: Client breakdown, Candidates overview, and Team performance. Open them before building your own; they cover most of what teams ask for in the first month.

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Reading a report

Click a report to open it. A report is a set of insights, each answering one question, drawn from live data.
A report with insights and the period selector
  • Change the reporting period with 7D, 1M, 3M, 6M, 12M, All, or set a custom date range. It applies across every insight in the report.
  • Drill down to the numbers by clicking through any figure to see the records behind it. This is the fastest way to check whether a metric means what you think.
A report drill-down with underlying data
Reports are for deep, historical analysis; the Dashboard is your personal live snapshot. Data updates in real time, and you can export a drilldown to Excel, but reports cannot be scheduled or emailed automatically yet.

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Building and changing reports

Adding an insight, picking a record type, choosing between Pivot, Historical Values, Funnel and Time in Stage, grouping, filtering, setting targets, and picking a visualization are all covered step by step in building reports.

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Who can see what

Who can view, manage, and export reports is controlled per role from Settings → Security. See managing access.