Create, Save and Export Custom Reports

Glean personalized insights into your recruiting like never before with JazzHR's Custom Reports. Pick and choose from a list of unique criteria to generate an entirely personalized report.

Note that Custom Reports are only available to Pro customers and Plus customer with the Advanced Reporting bundle

This article covers:

Generating Custom Reports

Build custom-made reports to gather the exact data you need right from JazzHR's Reports page. Here's how: 

  1. Click Reports.
  2. Click + Create Custom Report.
  3. Check the box next to each piece of information you'd like to appear in your report.
  4. Drag and drop criteria under "Columns in Report" to the preferred order of information.
  5. Click Generate Report.

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Editing Custom Reports

Once your report is generated, you can update and filter your data right within JazzHR. 

Need to add in more criteria? Click Edit Columns to add additional data points.

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You can also sort, filter, add links to and remove columns. Here's how:

  • Click the column name.
  • Click Ascending (A-Z) or Descending (Z-A) to sort alphabetically.
  • Click a selection from the "Column Link" section to hyperlink to corresponding features.
  • Click Remove Column to delete that column from the report.
  • Type values into the "Add/Edit Filters" field to search for specific data and click Apply Changes.

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Check the box next to "Group Rows" to group similar rows and consolidate data.

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Saving and Exporting Custom Reports

Once you've generated and edited your Custom Report to your liking, save and export to store and manipulate the data. 

Click the heart icon to save your Custom Report. 

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Click the drop-down next to "Edit Columns," and select Export CSV to export your Custom Report. Your report will be sent to you in an email as a downloadable attachment.

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Frequently Asked Questions

How do I have Custom Reports as part of my plan?

Only Pro customers and Plus customer with the Advanced Reporting bundle have access to Custom Reports. Customers with this feature will see a "+Create Custom Report" button in the upper-right-hand corner of the Reports page.

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Can I share Custom Reports?

No, we don't currently offer the ability to share Custom Reports with other users directly from JazzHR. Instead, export as a CSV and share via email or another external method.

What if I don't receive my Custom Report via email once I export?

Custom Reports may take a little while to reach you depending on the amount of data included. If you still don't see your report after a significant amount of time, check your Spam folder. If you your report still isn't showing, contact support@jazzhr.com.

Why can't I select "Number of Candidates" or "Number of Reviews" from the list of criteria?

You must first generate your report and click Group Rows. Then click Edit Columns, and these options should be available for inclusion in your report.

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