Custom Reports

We’re excited to launch major updates to JazzHR’s Custom Reporting feature! With this change, you will no longer be able to create Custom Reports using the existing builder. Your current saved reports will remain available for the time being. 

Robust and customizable reporting is crucial to evaluating and optimizing your hiring process and allows you to gain valuable insight into your recruiting efforts. JazzHR offers a comprehensive collection of reports; most recently, we have taken your feedback to rethink and redesign custom reporting.

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

To start utilizing JazzHR's Custom Reports: 

Create Job Report

To get started, navigate to the Reports tab and click New Job Report. When creating a Job Report, the Job Title and Job Status are included by default. To add additional columns, customize with columns and additional filters

Create Candidate Report

To get started, navigate to the Reports tab and click New Candidate Report. When creating a Candidate Report, the Candidate First Name, Last Name, and Job Title are defaulted columns. To add additional columns, customize with columns and additional filters

Customize with Columns and Additional Filters

To make customizing your reports more familiar and intuitive, filtering, and sorting the new custom reports is similar to the Candidate Page search functionality. To start customizing your report:

  1. Click Columns
  2. Click the open text field and/or the Questionnaire Field to select columns you'd like to appear in your report.
    • Use the Screen_Shot_2020-05-21_at_9.26.30_AM.png icon to the left of the criteria name to drag and drop the criteria to the preferred order of information. 
  3. Click Select Columns.
    • To sort the data columns, click the bolded column title to sort the data alphabetically.2020-08-04_12.02.10.gif
  4. Use the Filter panel on the right side of the page to drill down further. Type a value and/or use the drop-down to add additional filters to your report.
  5. Click +Add Advanced Filter to add additional filter criteria. Select the filter type and select the parameters to refine your search.
  6. Click Apply. 

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Export, Save, and Share Reports

Once you've filtered your report to display exactly what you are looking for, click Export to have the report emailed to you. 

To save and share your report:

  1. Click Save.
  2. Add a name and description to the report and click Save.
  3. Once the report is saved, click to Share.
    • There are three sharing options
      1. Just Me (Default)
      2. All Administrators
      3. Specific Users...
        • Select the Admins from the dropdown provided. 
  4. Click Save

The report will be visible in the Reports tab under Custom Reports for any administrators that you have shared the report with.

Schedule Reports

Schedule reports to automatically send on a specified schedule to streamline information delivery. Send scheduled reports to any user or email address you'd like! To start scheduling reports, save your report, then: 

  1. Click Schedule
  2. Type in the names of the users or email addresses of external people you would like to receive the report.
  3. Select time intervals for your recurring event. 
  4. Click Save.

To edit your scheduled report, click Schedule, and select Edit

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IMPORTANT NOTE:  The fields listed below are categorized as "Sensitive Data Fields".  As such, they will not be visible in the CSV file generated when a scheduled report runs.  

 

Job Report

  • EEO Job Category

  • Minimum Approved Salary

  • Maximum Approved Salary

  • Internal Notes

Candidate Report

  • Compliance fields (EEO, VEVRAA, OFCCP)

  • Desired Salary

 

Choose a Use Case

Looking for other ways to use this feature?

Here are the most popular use cases where Custom Reporting can help you gain insight:

FAQs

Can I clone my saved reports?

Yes! Click on the Reports> under Custom Reports, click to Clone

Can I archive my saved reports?

Yes! Click on the Reports> under Custom Reports, click Archive.  

What does the Auto-reject field correspond to?

The Auto-reject field for a job will either be Yes or No. If your job application has Knockout Questions that are set to Auto-Reject Candidates, the job will be labeled Yes.  

 

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