Custom reports allow you to tailor your reporting experience to suit your unique data requirements, complementing Recruit's existing suite of reports. This enhancement grants you greater flexibility and control over your data analysis process, ensuring you can extract the insights you need efficiently and share them with teammates.

• Create custom reports –Add widgets to build reports tailored to your needs.

• Star reports – Mark reports as favorites for quick access, applicable to both Spark Hire Recruit’s and custom reports.

• Manage widgets – Add, remove, and arrange their order of appearance as needed.

• Share your reports – Choose to keep reports private or share them with your teammates.

Create a new custom report

1. From the left-side menu, select Analytics. You’ll land on the All reports page.

2. Click the blue ➕ Add custom report button at the top right. 

   

3. You’ll land on the New custom report page where you can start customizing your report. Enter a descriptive title in the title field for you and your teammates to easily identify your report later.

4. Provide a description that outlines the purpose and scope of the report.

   • 💡 A detailed description will help you search by description when looking for a specific report later.

5. Click on the ➕ Add widget button.

   

6. The Add widgets screen will pop up. Browse the list of widgets or look for specific widgets in the Search box. You can select up to 25 widgets.

7. Filter widgets by type and category to narrow down the search.

   • KPIs (# icon): Offer an overview of aggregated core metrics and KPI data, with the ability to compare data with parallel periods and drill down for further analysis.

   • Charts (bar chart icon): Show metric trends over time, allowing you to select specific metrics and adjust the time interval (e.g., months, weeks, days).

   • Summary and descriptive tables (table icon): Provide aggregated data with various sorting categories and display granular details with the option to add or remove columns according to your needs.

   📝Note: Widgets from different types can fall into the same category if relevant.

8. Click Add widgets.

   

Manage widgets

You can edit your custom reports’ widgets at any time by clicking on the Manage widgets button at the top of your report.

Arrange widgets

Recruit reports share the same layout, designed for simplicity and clarity, where widgets are organized into three fixed sections:

• KPIs at the top: They provide summarized data points for quick insights.

• Charts in the middle: They display trend charts for visual analysis.

• Tables at the bottom: They offer detailed summary and descriptive tables for a more comprehensive data examination.

While the order of sections is fixed, you can reorganize widgets within each subsection by simply dragging and dropping them as necessary.

Add or remove widgets from your custom reports

Click on the Manage widgets button at the top of your report.

• To add new widgets: Click on the ➕Add widgets button.

  

• To remove widgets: Click on the trash can icon and click Remove when prompted.

  

Manage your custom reports

Find your custom reports

1. From the left-side menu, select Analytics.

2. Look for your report:

   1. Type in the title or description of your report in the 🔍 Search a report field or browse through the list.

   2. Filter by Favorites, By Spark Hire, My reports, or Teammates to narrow down the search.

      

3. Click the report’s title or the three dots (…) next to the Last viewed filter and select Open.

   

Use filters to visualize data

In addition to widgets, you can choose to further specify your data using filters, which are based on both Position and custom position fields. These filters allow you to focus your analysis on the most relevant data points.

For example, you can filter data based on:

• Period: Choose from predefined periods such as month, quarter, or year, or set custom time-frames.

• Position: Distinguish between open positions and pooled positions to refine your analysis.

• Department

• Position status

• Location: Drill down into geographical data by city, state/region, or country.

• Employee: Filter by employee type or role.

• Custom position fields: Use custom fields such as division or seniority.

To add filters to your report, simply click the ➕ Add filter button at the top of the page and select the relevant filter options.

Default filters

To save time and avoid the hassle of having every user manually re-apply the same filters, the owner of a custom report can set default filters. These filters will automatically be applied when another user views the report.

Once the report is shared:

• All the necessary filters will already be applied

• Every user will view the report with the same data parameters

Save filters as default

To set filters as the default:

1. Apply the relevant filters to the report and click Session filters at the top left.

2. Select Save as “Default filters.” A confirmation notification will appear on the screen.

   • This applies to all filters except period. If you only change the period filter, it won’t be saved as a default filter, and the system will treat the filters as unchanged.

   

Reset to default filters

If you are using a report and change any filters, or if someone shares a report with pre-selected filters and you modify them, you can quickly reset everything to the original default settings.

Click Session filters at the top left and select Reset to “Default Filters.” This will instantly restore the report to its preset filter view.

Customize your report’s layout

The custom layout feature enables you to personalize your reports by saving your preferred configurations for various widgets, including:

• Trends

• Summary tables

• Table-to-chart formats (graphical display of the summary table)

• Column settings in descriptive tables

When you modify widget configuration in a report, a layout button will appear at the top of the page, allowing you to save your current layout as the default one. This makes it easier to access the data that matters most to you without reconfiguring every time you open a report.

• Save as default: This saves your current widget settings as the default layout.

• Revert to default: This option restores the last saved layout.

Edit your custom reports

You can edit your custom reports at any time.

1. Edit your custom report’s title and description by clicking on the title/description field and overwriting the original text.

2. Add, remove, and arrange widgets by clicking the blue Manage widgets button at the top right.

Share your custom reports

By default, all custom reports are private to their owner.

1. To share your report, click the three dots (…) at the top, next to the manage widgets button, and select Share.

   

2. Click the checkbox next to the Share with teammates option and copy and paste the share link as necessary. This report will now be accessible to all teammates from the All reports folder.

   • To make your report private again, click the three dots (…), select Share, and choose the 🔒Private option.

   

Duplicate reports

Although you can only edit reports you have created, the duplication feature allows you to use another report as a starting point. By duplicating the report, you get a ready-made skeleton you can customize further by adding or removing widgets according to your specific requirements. Once tailored, you can save it as a new report.

1. To duplicate a teammate’s report, click the three dots (…) next to the manage widgets button at the top right and select Duplicate.

   

2. Rename the new report, customize it as necessary, and provide a new description for it.

Favorite reports

Mark your report as a favorite by clicking the ⭐ Favorite button on the top right. Once starred, the report will be added to your ⭐ My favorites folder on the left-side menu making it easier to find and access.

Have more questions? Contact us at recruit.support@sparkhire.com