Custom Reports

this guide provides an overview of all the custom report options available in reports > https //app ashbyhq com/reports/build custom reports can be configured on the plus, enterprise and legacy plus plans foundations legacy plus plus enterprise ❌ ✅ ✅ ✅ segmentation the segmentation report allows you to group data by a field of your choosing you can use this to count and group applications, candidates, interviews and more initial setup when setting up your segmentation report, you can populate the following fields 1\) subject (required) you can use the drop down here to determine the topic you’d like the report to cover the subjects listed in the drop down depends on your ats job considerations shows by default (applications may be shown in its place) but other options include jobs, interviews, and candidates 2\) time range (required) here you can select the date field that will be used to determine the data displayed in your report for example, if you’re looking to report on job considerations, grouped by source in the last three months, you can select the started at date field job considerations that were started within the last three months will then be included in the report 3\) filters (optional) if you’d like to further filter your results (for example, only looking to show applications by source for a specific job), you can add additional filters here using the + add field to match option 4\) group by (required) select how you would like your data to be grouped on the segmentation report if viewing applications by source, click + add field to group by and select source when creating a segmentation report, you can add two fields to group by for example, if you were creating a segmentation report on interviews per stage group they were scheduled in, you could select current interview stage group in the group by section but also click + add field to group by a second time if you’d like to also view the job these interviews were scheduled for the first specified field will be prioritised on the x axis you can click and drag your fields specified in the group by section to prioritize the second field if needed report grouped by the interview stage group the interview was scheduled in report grouped by both interview stage group and the stage group the interview was scheduled in view options once you’ve created your report, you can adjust the format of it to suit your needs use the measure drop down to switch from a pie chart format (percent), to a bar chart format (count) you can use the sort drop down to sort your results you can pick from the following options none no sorting is applied ascending percentage increases clockwise from the top (for the percentage format) or from left to right (for the count format) descending percentage decreases clockwise from the top (for the percentage format) or from left to right (for the count format) common uses pending offers by department subject job considerations (or applications) time range offer stage entered at (or last activity at) filters current interview stage group (set to is and select the offer stage group) group by department referral leaderboard subject job considerations (or applications) time range started at filters source > referral group by credited to count over time the count over time report allows you to look at metrics over a specified time frame and interval breakdown (i e weekly, monthly and so on) initial setup when creating a count over time report, you can populate the following fields 1\) subject (required) where you can specify the topic you’re reporting on you have a wide range of subject options to pick from depending on your ats the most commonly used subjects are job considerations ( or applications), candidates, interviews and jobs 2\) time field & interval (required) here you can select your time frame and the interval you’d like to use for your report you’ll be required to set the date field on your job consideration to let ashby know the time stamp that should be used when pulling data for your report for example, if you’re reporting on hires, you’d look at setting the date field to be hired at this will ensure that only applications with an hired at date within your specified time frame will be included the data for that hire will then only be displayed in the interval the hired at date falls in use the to show and every drop downs to determine the time range you’d like to cover and the intervals you’d like to use when displaying your data 3\) filters (optional) if you don’t want to include all hires in your report (for example, if you’re only looking at hires for a specific team or department), you can click + add field to match and select a filter here to ensure only the data you need is included in your report 4\) group by (optional) if you’d like to segment your data within your count over time report (for example, report on hires by department), then you can click + add field to group by a count over time report without grouping a count over time report grouped by department view options line chart results are tracked across the specified intervals in a line chart format bar chart results are tracked across the specified intervals in a bar chart format stacked bar chart used for reports that are grouped by a specific field table each week is listed with the count of results displayed beside it you can also specify whether the count is listed as the number per interval (rate), or the count tallies as a running total across your time frame (running total) common uses interviews by stage over time subject interviews date field start time group by scheduled in stage group please ensure you have a grouped interview plan in place if reporting by stage group more on this at docid\ xnp0rkwlhbnus04b4bzwq hires by department over time (template) subject job considerations (or applications) date field hired at group by department hires by source over time (template) subject job considerations (or applications) date field hired at group by source (or source type if you have a large number of sources) candidate list for more information on adding filters to create a candidate list, check out our docid zyxrhb2dhzqnqwl3ugx1 guide custom list this report will allow you to create exportable lists where you can specify the data listed you can also create alerts from these reports more on this at docid\ fckr kkhnmjz6vuu3krvw initial setup when configuring your custom list report, you can populate the following fields subject you can select the topic you’re looking to report on here a wide range of options are available and depend on your ats subjects include job considerations (or applications), candidates, interviews, surveys and jobs filters add filters using the + add field to match option to ensure only the information you need is included in your report for example, if you’re looking to pull all jobs with an open status, you would select jobs as your subject, then choose the job status filter use the drop down to ensure the job status equals open fields to show select fields using the + add field to show option to determine the data you would like to show in your list for open jobs, you could opt to select the job title field, the department field and the location field for example this data will then be displayed in your results view options number this view option will show a single count of the results (or rows) in your table table the full list of results with the specified fields included in each row common uses hires without a source (alert setup) subject job consideration filters hired at (then specify your date range), job consideration’s source (set to is empty/unassigned) fields to show candidate name, job consideration’s job, job consideration’s recruiter see all candidates in offer stage subject job considerations filter current interview stage group (set to offer) fields to show candidate name, job consideration’s job, job consideration’s recruiter and any other details you’d like to include! list of currently open jobs subject jobs filter job’s job status (set to open) fields to show job’s job, job’s department, job’s recruiter, job’s hiring manager, job posting’s status for more examples, please check out the following guides docid\ vowdo jjgdtwbzc4lirmc docid 24ronsz2xx5tozdsakiq9 faq how do time ranges work in reporting? after selecting a date field on your job considerations to group them by (for example, grouping job considerations by the date they were started at), you’ll see a wide range of time range options to pull by some of these are dynamic, meaning that the report will update automatically as time moves forward (so, for example if you selected this week, the current week will always be displayed) some are static, meaning that the results will only be shown for the selected time frame (for example, if you selected to count job considerations and specified to only count those between 8/5/24 and 8/12/24 that meet your criteria, the data for the same week would be shown every time that report is visited) dynamic time frame examples this week, last week, this month, last month, this year, last year, in the last three months, in the next three months static time frame examples before x date, between x date and x date when selecting a date using the in the last picker, we'll show the date used for the report for example, if today is june 11, 2025, the picker will show june 10, 2025 if in the last 1 day is selected when selecting the in the next date picker and today is june 11, 2025, june 12, 2025 will show if in the next 1 day is specified what is the difference between time frames like last week and in the last week? the last week time range will cover monday sunday of the previous week the in the last 1 week time range will cover the last 7 days when selecting your time frame using an in the last… time range, you will be able to see the dates covered with this filter can i report on notes left on the feed of the candidate’s profile? it currently isn’t possible to report on notes on a candidate’s feed you do have the option to report on follow ups added to a candidate profile if you’ve added follow up tasks how do i access custom reports that i’ve built and saved in ashby? you can access the reports you’ve built by navigating to reports > saved reports here you can view the reports you’ve built, along with any that you have access to within your organization