Ashby is powerful and flexible, but you only need to understand a few key concepts in order to build your own reports. The sections below discuss these key concepts.

One of the powerful concepts in Ashby is the ability to search, filter and group by any field on any object or subject. The better you understand the concept of fields, and which fields are available to you, the faster you will be at building reports.

A field is an information point within the subject that can be used for filtering your report results, grouping your report results or be included in your results if creating a custom report. So, for example, a job’s department is a field and could be used to:

Filtering is one of the most essential pieces in Ashby. Filters allow you to set specific limits to the view the most relevant data to you.

Some reports (such as Count Over Time or Segmentation) require you to set a time range, which serves as a filter. You’ll be prompted to select a timestamp on your subject (for example Started At on a job consideration or application) and then a time range. Any data that falls within the time range specified (based on the determined timestamp), will then be displayed.

So, for example, if a time range is set to Started At and within the last three months, all job considerations that were created within the last three months will be shown on the report, providing that no further filters are added.

If you’re looking for very specific information, you can use filters to set criteria. Only the data that matches your set criteria will then be shown in your results.

Filters are commonly used to filter data by department, source, location, job and more.

In Ashby, you can use basic filters, or advanced filters if you’d like to filter by something more specific.

If the Advanced option is not enabled, then you can quickly select a job, source, team and/or location from the dropdowns to quickly filter results by those fields.

If the Advanced option is enabled, click + Add Field to Match to then pick from a wide range of filter fields.

The last important building block in Ashby is the concept of grouping values.

You can group values to display your data in the most relevant way to you by created subgroups. One common example is grouping your results per department or location.

You can click Add Field to Group By to select your chosen field to group your results by. The fields available are based on the Subject selected for the report.

Some report templates are configured to group by a specified field already. The Passthrough Rates with Groupings report template will automatically group by the application or job consideration’s source. You can click the trash can icon to remove the field from the Group By section and then select an alternative field if needed.

You can also add multiple groupings to a report if you’d like more granular results. If you’d like to adjust your groupings, you can click and drag the fields you are grouping by to re-order them.

For example, pictured we have a passthrough rate report grouped by department and by job - as such, the department results are listed, then these results are broken down further by each specific job.

Most reports report on specific timeframes, and some even report on trends over time. This video gives a quick overview of the most important things to understand about date fields in Ashby.

When building a report, you’ll be prompted to select a time field and time range to determine the data shown within your report.

Once you’ve selected your time field, the To Show dropdown allows you to then select your time range. Some options are dynamic and some are static.

The dynamic options update results as time goes by, whereas the static options remain fixed.

For Count Over Time reports, you’ll also be prompted to select an interval. The interval will group the qualifying data so you can track results across each day, week, month, quarter, fiscal quarter, year, fiscal year.

Advanced filtering allows you to build a nested query, so you can specify multiple fields that should be true for data to qualify.

To filter by multiple fields, click Add Field to Match and then search for and select Multiple Fields.

Make sure to check that the Multiple Fields option you select is one that will have the fields you are looking to filter by.

From here, you will then see that an All are true clarifier is added to the Filter section. Use the Add Field to Match option again to add your fields and specify your criteria.

And, Or and Not options are also supported:

And: Sets the criteria to All is true. All criteria specified must be met to be shown in the report results.

Or: Sets the filter to Any are true. If any of the filters configured are met, then the data will be shown in the report’s results.

Not: Sets the filter to The following is not true. Only data that doesn’t meet the criteria specified in the filter will be shown in the report results.

The example above filters for any applications that haven’t been archived and that weren’t created or started before February 26, 2025. As such, only active candidates with applications submitted after this date will be shown in the results.

Calculated fields are an advanced feature that allow you to remap ATS data for reporting purposes. For example, you can take all sources from your ATS and group them into a custom set of buckets. You can read more on this at Calculated Fields.

The videos below provides a quick introduction. Starting with Calculated Grouping Fields.

This video show how to use Filter Bucket Fields, a more advanced version of the bucketing field shown above:



When creating reports in Ashby the default behavior is to preset results in the user’s timezone. This behavior can be adjusted by using the timezone selector. There are three timezone options to choose from:

Your organization timezone is configured by your admin under the Admin > Data Mapping > Timezone section. Each user can set their user timezone in their personal account settings. By default, all user timezones are set to the organization timezone.

For the purpose of reporting, all interview plan stages are mapped into a "grouped" interview plan. During setup we have created a grouped interview plan for you, but you can edit it at any time in Admin > Data Management> Grouped Interview Plan. To read more about this process, see Utilizing Stage Groups.

If you are using Ashby Analytics only and are using data from Lever or Greenhouse, you'll want to map the individual stage names into one of your grouped stages. To do this, head to Admin > Data Mapping > Greenhouse Interview Stage Mapping. You can then using the Pick stage group dropdowns to determine the Ashby stage group your interview stages should map to.

Custom Fiscal Year support is available on the Legacy Plus, Plus, and Enterprise plans:

Ashby supports reporting on a shifted fiscal year. To enable this functionality, navigate to your Admin > Data Mapping > Fiscal Year section. After you enable fiscal year support, select the first day of your fiscal year.

After you enable this feature, when selecting timeframes or filter on date fields, you'll see quick options for selecting fiscal quarters or years, when reporting. Below is a short video demonstrating the use of fiscal calendar fields.