There are three ways to take numbers out of Analytics: download a single chart's data as a CSV, build a PDF report from any mix of charts, or have a report emailed to people on a schedule.
Download a chart as a CSV
Every chart card in Analytics has a download button at its top right. It downloads the table behind the chart as a CSV file, using the date range, company and job set in the filter row. The file is named after your workspace and the chart, for example acme-funnel.csv.
Each card also has a Chart and Table switch. Table shows exactly the rows the CSV contains, so you can check the numbers before downloading. The table view is also how screen readers read the charts.
Build a PDF report
Go to Analytics, then the Reports tab. Saved reports are listed with their sections, date range, format and job.
Assemble any combination of the figures on the other tabs into a PDF. Each report keeps its own date range and job, resolved fresh every time you download it.
Step 1: Start a report
Click New report.
Step 2: Name it and choose a format
Enter a Report name. Under Presentation, choose Charts and figures or Tables and plain text.
Step 3: Set the scope
Pick a Date range and, optionally, a Job (and a Company if your workspace has more than one).
Step 4: Add the sections
Under Add sections, click the figures you want. They are grouped by the tab they come from: Overview, Channels, Velocity, Quality, Experience and Roles, and each card says what shape it prints as, for example Bar chart or Table. Add all adds a whole group. Click a chosen card again to take it out.
Step 5: Put them in order
The sections you chose are listed under In this report, in the order they print. Drag a section by its handle to move it, or click the cross to remove it. With the keyboard, focus the handle, press Space, move with the arrow keys and press Space again.
Step 6: Check the preview
On a wide screen the Preview beside the form shows the PDF as you build it, and refreshes a moment after each change. It is the real file, so it matches what you download. On a narrower screen, click Preview under the form to show it.
Step 7: Save
Click Create report. Then click PDF on the report to download it.
Reports always show current numbers
A report saves its choices, not its numbers. The date range is rolling: "Last 30 days" means the 30 days before the moment you download, so the same report gives you this month's figures next month. That is why custom date ranges are not offered for reports. The filter row from the other tabs is hidden on Reports, because each report carries its own range and job.
Saved reports are shared with everyone in the workspace who can see Analytics. Anyone of them can download, edit or delete them. Deleting a report also deletes its schedules.
Email a report on a schedule
Owners and Admins see two more cards on the Reports tab: Recipients and Schedules. They decide whether hiring data leaves the workspace, so only they can manage them.
Add recipients
- Add a teammate picks someone from your team. Teammates can receive reports straight away, because their address is already verified. If a teammate later leaves the workspace, they are removed as a recipient.
- Add an external address sends that address a confirmation email. It shows as Awaiting confirmation until the person clicks the link and confirms. Resend sends a new link. The link lasts seven days.
When the outside recipient opens the link, they see this:
Receive reports from Acme Corp?
They would like to send recruiting reports to advisor@example.com on a schedule. Nothing is sent until you confirm.
Opening the link alone confirms nothing. The person has to click Yes, send me these reports, so an email scanner that follows links cannot confirm an address on their behalf.
Create a schedule
You need at least one saved report and one confirmed recipient first.
Step 1: Start a schedule
In Schedules, click New schedule.
Step 2: Choose the report and how often
Pick the Report, then How often: Every day, Every week or Every month. For weekly, pick the Day; for monthly, the Day of month.
Step 3: Choose the time
Pick the hour. Times are in Singapore time.
Step 4: Choose who gets it
Under Send to, tick the recipients. Only confirmed recipients are listed.
Step 5: Save
Click Create schedule. The list shows when it will next be sent.
Each recipient receives the report as a PDF attachment, generated fresh at the time of sending.
What to know about scheduled reports
- Monthly days stop at the 28th, so a schedule never skips February.
- Delivery runs once an hour, at the start of the hour you picked.
- Confirmation is checked again at the moment of sending. An address that is not confirmed by then is skipped.
- Every delivery is recorded. The workspace keeps a record of each send and the addresses it went to, plus a copy of the PDF that was sent for 90 days. The send also appears in Recent activity on the dashboard.
- If a send fails, it is retried at the next hourly run.
- To change a schedule, delete it and create a new one. Schedules cannot be edited or paused from the app yet.
See also Dashboard and analytics overview for what each figure means.