> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spott.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Navigate and interpret the Reports dashboard in Spott to monitor key recruitment metrics.

You can quickly navigate to Reports with `G` then `R`. See all
[keyboard shortcuts](/docs/settings/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.

<Frame>
  <img src="https://mintcdn.com/spott-docs/lDU_xVu3wPZWcJCf/images/tools/reports-overview.webp?fit=max&auto=format&n=lDU_xVu3wPZWcJCf&q=85&s=4fedf10527dfaa4a6c537f7c1b6c5459" alt="The Reports overview with existing reports" width="1600" height="798" data-path="images/tools/reports-overview.webp" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/spott-docs/lDU_xVu3wPZWcJCf/images/tools/report-view.webp?fit=max&auto=format&n=lDU_xVu3wPZWcJCf&q=85&s=7a56a71b7cf47f14a2a71afa84005d70" alt="A report with insights and the period selector" width="1600" height="510" data-path="images/tools/report-view.webp" />
</Frame>

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. 

<Frame>
  <img src="https://mintcdn.com/spott-docs/P22nrzT8A299qFwb/images/tools/report-drilldown.webp?fit=max&auto=format&n=P22nrzT8A299qFwb&q=85&s=db2cd983b57833a1da46133eb4be3fcb" alt="A report drill-down with underlying data" width="454" height="332" data-path="images/tools/report-drilldown.webp" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/spott-docs/8iZybmFSdzbR0WD7/images/tools/report-record-type.webp?fit=max&auto=format&n=8iZybmFSdzbR0WD7&q=85&s=1090c5ec0d6cbaf250c8cb4fab5fb969" alt="The record type selector for a report" width="297" height="361" data-path="images/tools/report-record-type.webp" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/spott-docs/lDU_xVu3wPZWcJCf/images/tools/report-insight-builder.webp?fit=max&auto=format&n=lDU_xVu3wPZWcJCf&q=85&s=084fb5cbf578e3c3099764ef79e7e7c6" alt="The insight builder with data source, insight type, metrics, and visualization" width="1600" height="770" data-path="images/tools/report-insight-builder.webp" />
</Frame>

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

<Frame>
  <img src="https://mintcdn.com/spott-docs/8iZybmFSdzbR0WD7/images/tools/report-visualization.webp?fit=max&auto=format&n=8iZybmFSdzbR0WD7&q=85&s=6469f212e7948eb3393c650d32bcbb58" alt="The visualization type selector with Bar, Line, Pie, Single Metric, and Table" width="403" height="266" data-path="images/tools/report-visualization.webp" />
</Frame>

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.

<Frame>
  <img src="https://mintcdn.com/spott-docs/P22nrzT8A299qFwb/images/tools/report-insight-type.webp?fit=max&auto=format&n=P22nrzT8A299qFwb&q=85&s=944c5fbdd604d4e1605d2fc86570be09" alt="The insight type selector with Pivot and Historical Values" width="436" height="651" data-path="images/tools/report-insight-type.webp" />
</Frame>

### 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

<Frame>
  <img src="https://mintcdn.com/spott-docs/lDU_xVu3wPZWcJCf/images/tools/report-funnel.webp?fit=max&auto=format&n=lDU_xVu3wPZWcJCf&q=85&s=f4bcfa8287853e5c365051ffb4d61cc6" alt="A Funnel insight on Application data" width="1600" height="772" data-path="images/tools/report-funnel.webp" />
</Frame>

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**.

<Note>
  Reports are for deep, historical analysis; the
  [Dashboard](/docs/get-started/dashboard) is your personal live snapshot. You
  can save, share, and export report drilldowns to Excel, but reports can't be
  scheduled or emailed automatically yet.
</Note>
