Upcoming changes to Workable Report center

Workable is introducing a redesigned report center that provides a more flexible way to explore data across Recruiting, HR, and Payroll. The new experience offers advanced filtering, consistent features across all report areas, and expanded options for building custom reports and dashboards (available only to Enterprise customers).

What is changing

The updated report center improves consistency across how reports behave, how filters are applied, and how results can be saved. The key enhancements include:

• Advanced filters that allow more granular and flexible filtering using operators across lists, strings, numbers, dates, and boolean values.
• Report saving and scheduling, previously available only for Recruiting, are now available for HR and Payroll reports as well.
• Custom reports (for Enterprise plans), enabling dashboard-style pages built from configurable widgets.
• Revamped report content, including redesigned HR and Recruiting reports for greater clarity and usability.
   

Advanced filtering

The new filtering system is designed to help users refine data more precisely. Instead of simple dropdowns or limited combinations, filters now use a structured format of [filter] [operator] [value]. This allows for more powerful filtering while keeping the interface easy to use.

Pre-built reports have a set of filters applied typically with default values, with users able to remove them and add filters via the Add filter dropdown. The filter dropdown groups filters into categories for easier access:

• Common group: filters that are most commonly used for this report based on past data.
• Report specific filters (e.g. Candidate / Job / Employee etc.)
• Date filters: are grouped for easier access to date range filtering

Filters are grouped into the following categories:

• Lists: You can filter for one or multiple values using the following operators: IS | IS NOT | IS EMPTY | IS NOT EMPTY. Examples: Members, Candidate activity types, job status.
  
• Boolean: You can filter for IS TRUE | IS FALSE | IS EMPTY | IS NOT EMPTY. Examples: Candidate disqualified.
  
• Strings: You can filter for CONTAINS | DOES NOT CONTAIN | IS EMPTY | IS NOT EMPTY. Examples: Candidate headline.
   
• Numbers: You can filter for IS | BETWEEN | GREATER THAN | LESS THAN | IS EMPTY | IS NOT EMPTY. Examples: Salary amount.
  
• Dates: You can filter for IS | BETWEEN | AFTER | BEFORE | IS EMPTY | IS NOT EMPTY. The IS option supports the presets: all time | this week | this month | this quarter | this year | last week | last month | last quarter | last year. Examples: Candidate creation date, Candidate hire date.
  

Customizable table component

Customizable tables are widely available in reports where you can customize which columns are visible in the report, their order and in some cases (Payroll report) you can rename the columns too. Order, renamed columns, selected columns, and page size are stored when saving the report.

Most important updates

• A more granular 'Job status' filter is introduced, with the job filter available only for selecting jobs.
  
• The team member filter has been decomposed into multiple filters - hiring team member, job hiring team, job's requisition hiring manager/requisition owner.
     
• On a per-report basis, different date filters are available, but the old default date filter remains in the new reports, with the option to update them as needed.
  
• In the new reports, only the reporting pipeline is used for reporting purposes. In a future release, the option to select the job pipeline will be introduced.
   

Custom reports

Customers under our Enterprise plan gain access to a dashboard-style reporting experience through the Custom reports section. Custom reports enable you to design your own layouts using modular widgets drawn from Recruiting or HR data sets.

Each custom report can include widgets such as tables, metrics, bar charts, donut charts, pivot tables and more. You can add widgets from pre-built reports, reuse widgets from other custom reports or create entirely new ones from scratch.

Widget configuration includes:

• Renaming widgets
• Applying widget-level filters
• Freezing filters to keep a widget independent of higher-level report filters
• Reordering or resizing widgets within the dashboard
• Duplicating widgets to adapt them for slightly different views

Learn more about custom reports here.