Creating custom reports using the widget builder

Custom reports are available only for Enterprise plans. Custom reports enable Enterprise customers to design flexible dashboards with configurable widgets. You can build visualizations, customize tables, combine data from different sources, and organize reports to fit your internal reporting needs.

This guide walks through creating custom reports (by editing and saving existing reports or creating a new one), building widgets, managing dashboard layouts, and working with advanced configuration options.

Advanced saved reports (dashboards)

Saving reports will move them to a dashboard form and will enable you to combine multiple widgets, reuse elements from other reports, and create deeper, multi-layered analyses. Advanced capabilities include:

• Renaming widgets to provide clearer context via the pencil icon.
• Editing widget-level filters, which can override report-level filters, or freezing widget filters so that the widget always shows the same result, even when report-level filters change.
• Duplicating widgets within the same report to make variations.
  
• Deleting a widget when it's no longer needed
• Copying a widget from one report to another using the Copy to report option
• Adding more widgets from either existing reports or by building new ones; the options will appear at the bottom of the dashboard

Reusing and copying widgets

You can allocate widgets from different reports to allow consistent reporting across dashboards. There are two ways to reuse widgets:

• Use existing widget: browse widgets from pre-built or custom reports and add them to the current report.
  
• Copy widget: when viewing a report, copy a widget directly into another custom report — this lets you build dashboards efficiently without recreating visualizations.
  

Accessing the custom report builder

To begin building a new custom report from scratch, go to the Report Center, where you will see the option to start a new custom report in the upper-right corner.

Starting a new report opens a blank page. The report receives a temporary name until you save it. A custom report must contain at least one widget before it can be saved.

Create a new widget

To create a new widget that starts from a raw dataset, select the Create new widget option. The first step is to select a data source. The following sources are available:

Recruiting:

• Activities
• Candidate details
• Job details
• Requisitions

Employee management:

• Employee details
• Time off requests
• Attendance

After selecting a data source, choose whether to build a customizable table or an aggregated visualization. The default is a customizable table.

Job details dataset

The Job details 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.

This dataset 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 — making 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

Customizable tables (table breakdown)

Customizable tables allow you to tailor the information shown in the report. They support:

• Renaming the widget.
• Adjusting visible columns and column order.
• Applying widget-level filters.
• Excluding report-level filters when needed.
  

Table settings are saved as part of the custom report.

Aggregated visualizations (summary view)

Aggregated visualizations offer a way to summarize data or highlight trends. Depending on the selected dataset, you can use aggregation types such as:

• Sum, average, median, minimum or maximum for numeric fields.
• Minimum and maximum for numeric or date fields.
• Count distinct values for string, list, date or numeric fields.
  

Depending on the dataset and aggregation type, you can choose between multiple visualization types:

• Donut
• Bar
• Line
• Pivot table

When selecting an aggregation type other than basic count, you will be asked to select a column to apply the function to. Add widget-level filters to narrow the scope of the data shown in your visualization. After configuring your aggregation, you can add a label for the metric and select Done.

Line chart

The line chart visualization in the widget builder supports 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 in the chart. This lets you 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: shows or hides the values on the x and y axis (default: enabled)
• Show values: displays or 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, you can select the department level to report at. 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

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, allowing side-by-side comparison of top-level departments broken down by sub-department levels:

• Top level + 2nd level: aggregates to top level, then breaks down by direct sub-department
• Top level + 3rd level: aggregates to top level, then breaks down by 2nd level sub-department
• Top level + Exact department: aggregates to top level, then shows each department individually
• Exact department: no further department grouping is permitted as a second grouping

Where it's available

The department level selector appears whenever department is used as a grouping, across the following datasets and fields:

• Candidates, Job details, Activities: Job department
• Requisitions: Job department or Requisition department
• Employee management: Department

Use existing widget

To create a new view based on an existing widget, select the Use existing widget option. Depending on the entry point of the custom report, you will have different reports available for selection or creation:

• If starting from the home page, you may select a Recruiting or HR widget. The first widget will determine the report's type
• If starting from Recruiting or Employee management, you will have only the corresponding source available

Organizing your dashboard

Once all the widgets are added, you can organize them to improve readability and layout:

• Reorder widgets by dragging them from the top-left corner
• Resize widgets horizontally
• Duplicate widgets to quickly build alternate views or comparisons

New widgets always appear in the bottom-left area of the dashboard, but can be reordered. Saving your custom report preserves all layout, naming, filter, and column selections. Saved custom reports appear in the Custom reports section of the Report Center.