How do I export analytics or schedule a report?
On Analytics, choose Export to download your hiring analytics once as PDF, Excel or CSV, or choose Schedule report to email them to teammates every week or month. Both need the Export analytics permission, and exports never include spend. Reports are built from your own company analytics.
How do I export once?
- Open Analytics and choose Export.
- Pick a format: PDF report (branded, ready to share), Excel workbook (every number, ready to filter) or CSV (plain data for other tools).
- Pick the period. The dialog opens on the period shown on the page.
- Choose Download. The PDF and workbook include your logo, charts and definitions; a CSV has no logo.
If it fails, the dialog stays open and says the file could not be created; try again. "Your role can't export analytics. Ask an owner or admin for 'Export analytics'." means your role lacks the permission.
How do I schedule a report?
- On Analytics, choose Scheduled reports, then Schedule report. You can also start from the Schedule report button in the analytics toolbar.
- Enter a Report name (for example Weekly hiring summary), choose the format and the Period.
- Choose Weekly (and a day of the week) or Monthly (and a day from 1 to 28, so it sends every month, February included).
- Choose a Time and a Time zone.
- Choose Recipients from your team. Only teammates who can view analytics are listed, so a report never goes to an address outside the company and stops when a member leaves. The picker shows how many you can choose ("Choose up to N recipients").
- Choose Save schedule.
What happens when it sends?
Each recipient gets an email with a button. It opens a page that builds the report at that moment, with what their own role can see, and offers a download. The link works for 14 days and only for the person it was sent to. After that the page says the link has expired; open Analytics to export now or wait for the next email.
Manage your schedules
Scheduled reports lists each report with when it sends (in its own time zone), format and period, recipients, next send and the last send's result. Row actions are Send now, Edit, Pause or Resume, and Delete; each asks you to confirm and names the report. A company can have up to 50 scheduled reports; at the limit, the page says "Your company has reached 50 scheduled reports. Delete one to add another." Recipients can stop an email themselves: see Stop scheduled report emails.
Common problems
- "Your role can't schedule reports." Ask an owner or admin for the Export analytics permission.
- "One of the recipients can no longer view analytics." Update the recipient list and save again.
- "That time zone is not recognised." Choose another time zone.
- A recipient says the link does not open. It may have been sent to a teammate or copied incompletely, or their role no longer includes View hiring analytics.