Saved reports library
Open/reports and browse saved reports filtered by domain, tag, or search query. Each saved report has a visibility mode:
- Private - only you and admins with manage access
- Org-wide - anyone with
reports.view - Role-shared - limited to selected roles
Custom report builder
Use Build a report to choose exactly what to export. You are not limited to library packs:- Pick a report type (for example Employee snapshot, Job applications, or Offers).
- Tick the details you want. Fields are grouped by category (for example Candidate, Job, Offer, or Contract and HR). Use Select all or clear a whole category.
- Optionally narrow by departments (supported for employee, members, onboarding, leave, and rota).
- Run a preview, then export CSV, Excel, or PDF, or save to your library.
reports.manage. If a preview returns no rows, check the no-data diagnostic: scope, projection, or filters may have removed every result.
Runs and exports
Run a saved report on demand or export CSV for audit and offline analysis. Export actions are logged for compliance-sensitive orgs.Scheduled delivery
Super Admins and report managers can schedule reports to run automatically (for example weekly or monthly). Results can be emailed as CSV to configured recipients. Schedules are executed by a background cron job. Before relying on a schedule for payroll or compliance evidence, run the report manually once to confirm filters and department scope.Tips
- Name reports clearly with domain and audience (for example
HR - Onboarding gaps - People team). - Prefer department-scoped reports for managers; reserve org-wide visibility for HR and admin roles.