Workable reports support filtering to allow you to drill down to specific areas of your recruiting. You can filter reports by job, department, team member, and more. To avoid applying the same filters every time you visit a specific report, Workable recruiting reports can save your filter combinations. You can save multiple views of a report that you can then easily access from the reports dashboard. Saving also considers customization for reports that support it - like the candidate details report.
Note: Saved reports are stored for each user individually and cannot be shared with other team members.
Saving a report
A saved report view can contain:
- Selected filter combinations for the specific report, including selected date ranges.
- Selected customization of the report (e.g., customized data selection and order).
To save a new report view:
- Navigate to the Report Center.
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Locate and open the report for which you would like to save a new view.
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Update the report filters as needed.
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When finished, click Save new report on the upper right.
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Provide a name for your report that reflects its purpose (e.g., "Recruiter Productivity - Recruiter name - Date range). Add a description for context (optional), especially if sharing with your team.
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Click Save.
Accessing and managing your saved reports
Your saved reports are stored in your account under the Saved reports section at the top of the Report Center.
To open a saved report or make edits, simply click on its tile. After making any changes, you can either save them to the existing report or choose to save them as a new report. If you no longer need the updates, click "Discard changes."
Saved reports can also be downloaded as a CSV or PDF. From the three dot menu, you can rename or delete a saved report.
Saved reports will be displayed in the report picker in alphabetical order, marked with a sign to distinguish them from system reports.
FAQs
- Can I share a saved report with another account member?
- Saved reports are stored for each user individually and cannot be shared with other team members. If you share the URL of a saved report with another user, they will be able to access the report with the filters specified in the URL, depending on their permission level. However, any customizations (e.g. customized data), will not be visible to them.
- Can I save an employment management report?
- Currently, the option to save a report view is only available for Recruiting reports.