Custom reports are exclusively available to Enterprise plan subscribers. They enable organizations to design flexible dashboards with configurable widgets, build visualizations, customize tables, combine data from different sources, and organize reports to fit internal reporting needs.
Advanced saved reports (dashboards)
When you save reports, they transform into dashboard format with enhanced capabilities:
- Widget management — rename widgets via the pencil icon, edit widget-level filters, or freeze filters to maintain consistent display regardless of report-level changes.
- Widget duplication — create variations within the same report.
- Widget deletion — remove widgets no longer needed.
- Cross-report copying — use the Copy to report option to move widgets between reports.
- Widget expansion — add widgets from existing reports or create new ones from the bottom of the dashboard.
Reusing and copying widgets
Two methods exist for widget reuse across dashboards:
- Use existing widget — browse and add widgets from pre-built or custom reports
- Copy widget — transfer widgets directly between custom reports without recreating them
Note: Only Payroll custom reports are automatically shared with HR All access users. All other custom reports are visible only to the user who created them.
Accessing the custom report builder
Go to the report center to begin. Select the option in the upper right to start a new custom report from a blank page. Reports receive temporary names until saved.
A custom report must contain at least one widget before saving.
Creating widgets
New widget creation
Select Create new widget to start from raw data. Choose from these datasets:
Recruiting:
- Activities
- Candidate details
- Jobs
- Requisitions
Employee management:
- Employee details
- Time off requests
- Attendance
After selecting a dataset, choose between a customizable table or an aggregated visualization (default is table).
Jobs dataset
The Jobs dataset is available in the widget builder and enables custom widgets and metrics built around the full set of jobs in the account.
To access it, open the widget builder and select Jobs from the dataset picker.
What it enables:
- Full job coverage — unlike other datasets (Activities, Candidates, Requisitions), which only surface jobs where related records exist, this dataset lists every job in the account. This makes it a reliable basis for job-level metrics regardless of activity.
- Candidate metrics including purged candidates — total, disqualified, and hired candidate counts per job, including purged candidates. These figures are not available in the Candidates dataset.
Note: Candidate counts include purged candidates and may show discrepancies compared to what is visible on the Jobs page.
Customizable tables
Customizable tables allow you to tailor the information shown in the report. Features include:
- Widget renaming
- Adjusting visible columns and column order
- Applying widget-level filters
- Excluding specific report-level filters when needed
Table settings are saved as part of the custom report.
Aggregated visualizations
Aggregated visualizations summarize data or highlight trends using aggregation types such as:
- Sum, average, median, minimum, or maximum for numeric fields
- Minimum and maximum for numeric or date fields
- Count of distinct values for string, list, date, or numeric fields
After selecting an aggregation type beyond basic count, select the applicable column. Add widget-level filters, include a label for the metric, and select Done.
Line chart
A line chart visualization is available in the widget builder, supporting single and multiline graphs across any dataset. Line charts are best suited for visualizing data over time.
Required settings:
- Select a calculation function — default is Count
- Set at least one grouping — the chart will not render without it
Optional settings:
- Add a second grouping to generate a multiline chart, allowing comparison across data segments such as departments, stages, or team members
Date groupings: when grouping by a date or datetime field, a bin size selector appears. This lets users control the time interval — daily, weekly, monthly — to generate configurable time progressions.
Additional configuration options:
Show group labels: displays the values of the 2nd grouping. Default disabled
Show x-y axis: show or hides the values of the x and y axis. Default enabled
Show values: displays/hides data values on the graph. Default disabled
A single line tracks one metric across a time period. Adding a second grouping splits the chart into multiple lines for side-by-side comparison — for example, candidates by stage over time, or hiring activity by department across quarters.
Grouping by department
When grouping by department in any widget builder visualization, users can select the department level to report at. Previously, department groupings always used the exact department level.
After selecting department as a grouping, a department level selector appears with two options:
- Top level — aggregates all data to the top-level department, giving a high-level view across the organization
- Exact department — presents data for each specific department individually, without aggregation
Examples of aggregation to top level department or to exact department in a donut chart below:
Multi-level segmentation
When using a visualization that supports two or more groupings (line charts, bar charts, and pivot tables), additional department level combinations become available. This allows side-by-side comparison of top-level departments broken down by sub-department levels.
First grouping | Second grouping |
Top level | 2nd level (sub-department) |
Top level | 3rd level (sub-department of 2nd level) |
Top level | Exact department |
Exact department | No further department grouping permitted* |
*When exact department is selected as the first grouping, no further department breakdown is supported as a second grouping. This is because the second grouping acts as a more specific breakdown from the first.
Top level department and aggregation on 2nd level department
Top level department and aggregation down to 3rd level department
Top level department and aggregation down to exact department.
Where it's available: The department level selector appears whenever department is used as a grouping, across the following datasets and fields:
- Candidates, Jobs, Activities — Job department
- Requisitions — Job department or Requisition department
- Employee management — Department
Using existing widgets
Select Use existing widget to base a new view on an existing widget. Available reports vary depending on the entry point: from the home page, choose Recruiting or HR widgets; from specific sections, only corresponding sources appear.
Organizing your dashboard
Once widgets are added, optimize readability through:
- Reordering — drag widgets from the top-left corner
- Resizing — adjust horizontal width
- Duplicating — quickly build alternate views or comparisons
New widgets appear in the bottom-left area but can be reordered. Saving preserves all layout, naming, filter, and column selections. Saved custom reports appear in the Custom reports section of the report center.