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Custom Reporting

The ability to build custom reports is finally here! Admins can now create fully customizable reports using data from across their Flo account.

Written by Kaylee Welling
Updated today

To access the Reporting page, click "Reporting" from the left-hand menu:

Building a Report

From the updated Reporting Dashboard, a new option to "Create Custom Report" will appear. Everyone, including non-ATS customers, will have this option.

  1. Select "Create Custom Report"

  2. From here, select a view to determine the data included in your report. There are six available views:

    • Candidates

    • Job Applications

    • Interview Schedules

    • Interview Evaluations

    • Event Registrations

    • Event Evaluations

Each view surfaces data specific to that context. Below is a breakdown of each view and its contents:

Data Available by View

Candidates View

  • Candidate Information

  • Education History

  • Self-Identification

  • Work History

  • Admin Notes

  • Internal Fields (candidate profile values)

Job Application View

  • Job Application Information

  • Offer Details

  • Agency Information

  • Job Information

  • Education History

  • Work History

  • Application Questions

  • Internal Fields (job application-level values)

  • Interview Information

    • list of interviews attended

    • number of attended interviews

  • Self-Identification Information

  • Event Information

    • list of events attended

    • number of attended events

  • Historical Status Information (indicates whether a candidate was ever placed in a given status, and the date/time)

Interview Schedules View

  • Candidate Information

  • Interview Information

  • Qualifying Questions

Interview Evaluations View

  • Candidate Information

  • Evaluation Information

  • Evaluation Questions

Event Registrations View

  • Candidate Information

  • Event Information

  • Number of Jobs Applied / List of Jobs Applied

  • Qualifying Questions

Event Evaluations View

  • Candidate Information

  • Event Information

  • Event Evaluation Information

  • Evaluation Questions

3. After selecting a view, click Run Report to open the report builder. At the top of the page, you’ll see the name of the selected view and when the data was last updated (data refreshes approximately every 30 minutes).

Once the view is loaded, you may:

  • Sort by any column

  • Drag and drop columns to reorder

  • Apply stacked filters to narrow results

  • Export the configured table to CSV

  • Click any Candidate ID (hyperlinked on all views) to open the candidate profile in a new tab

  • Export separate CSV files from multiple views and combine them using the Candidate ID column so sort in the exported spreadsheet

Each view starts with a set of default columns. You can customize what’s shown using the Manage Columns feature, and your changes will be saved so your setup is the same the next time you return.

Saving a Report

You can save a report by clicking 'Save' and providing a name. Saved reports are listed in the Saved Reports section of the Reports landing page with a ‘Custom Report’ tag. Clicking into a saved report opens it using refreshed data as well as filters, column selections, and sorting applied.

Apply filters to saved reports by clicking the filter icon and selecting a filter type from the dropdown:

When changes are made to a saved report such as adjusting filters, columns, or sort order, you can:

  • Save changes: overwrite the existing saved report

  • Save as new: create a new version with a different name

Saved reports can also be deleted from within the saved view or from the Actions button on the reporting landing page.

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