Reports

You can quickly navigate to Reports with G then R. See all keyboard shortcuts. The Reports section in Spott provides an overview of your recruitment performance, allowing you to track key statistics for a selected period. Reports give you both a high level summary and the ability to drill down into specific metrics, helping you better understand trends, performance, and outcomes.

​

Navigate this page

The Reports section is structured around the following areas:

• Overview dashboard, where reports live and where you can create new ones
• Report view, where you explore and customize individual reports
• Funnel, to visualize how applications are distributed across pipeline stages
• Time in stage, to analyze how long applications spend in each stage

​

Overview dashboard

At the top of the page, you’ll find a New Report button, as well as reports that you have already created.

​

Report view

Access report view by clicking on a report or creating a new one. A report aggregates your data and displays it through visual dashboards. From this Report view, you can:

• Change the reporting period by selecting 7D, 1M, 3M, 6M, 12M, All, or setting a custom date range.
• Switch record type by toggling between Candidate, Application, Job, Company, Users, Applications, Notes, Placements, Rejections, or Multi-source if you want to report on multiple record types at the same time (here it’s set to Candidate).
• Add a new insight by clicking Add New Insight to create additional visualizations with your own metrics and filters.
• Filter and drill down using filters (for example candidate attributes, time, or job association) to refine the charts.
• Customize chart type and grouping per insight, each insight can be displayed as different chart types and grouped by different fields.
• Save or share reports for presentations and recurring reporting.
• Drill down to the Numbers by clicking through on Reports to see the underlying contributing data. This makes it easier to understand exactly what’s driving your metrics. 

​

Viewing and customizing graphs

When you edit or create an insight, a configuration panel opens where you can adjust how data is calculated and displayed. You can:

• View data in graphical form, with the default visualization depending on the insight type
• Change the chart type using the chart selector
• Adjust grouping, metrics, segmentation, and filters

Common chart types include:

• Table, for raw rows and columns
• Bar, for comparing quantities
• Line, for trends over time
• Pie, for proportions
• Single metric, for a headline number

Switching between chart types can help you identify trends more clearly, for example using a bar chart to compare weekly totals or a funnel chart to visualize the recruitment pipeline.

​

Insight types and record types

The available insight types depend on the selected record type.

​

Available for all record types

When reporting on Candidates, Jobs, Companies, Contacts, or Users, you can create:

• Historical values insights to track how metrics evolve over time
• Pivot insights to break down metrics across multiple dimensions

These insight types focus on trends, volume, and distribution rather than pipeline flow.

​

Application specific insights

When the record type is set to Application, two additional insight types become available:

• Funnel, to visualize how applications are distributed across recruitment stages

Time in Stage, to measure how long applications spend in each stage These insights rely on application stage data and are therefore not available for other record types. If Funnel or Time in stage is not available, make sure the record type is set to Application. Analytics data updates in real time based on your system’s activity, ensuring your reports always reflect the most recent changes. Who can view, manage, and export reports is controlled per role from Settings → Security.