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Insights and Saved Searches (Custom Reports)

Insights and Saved Searches are found in both the JOBS and APPLICATIONS views.

Use Saved Searches with Insights in both the JOBS and APPLICATIONS views to create custom reports.

  • Use the Saved Search drop down menu to access the existing Saved Searches specific to the Jobs or Applications view. 
  • Use the + Icon to create a new Saved Search.
SavedSearchReport
  • Use the More Options menu to rename a search, save changes, set a search as the default view, make a copy of the search to then modify, and/or delete a saved search. Please note that standard reports, noted with the lock icon, cannot be modified or deleted.
  • Saved Search data may be exported from the platform with the Export CSV button.
  • Use the Columns button to add or remove Insight Columns from the report. Search the available Insights with the search bar. Check or uncheck the data option to adjust the Insights (columns) included in the report.
    • Click Update Insights.

  • To change the order of the columns in the saved search, drag and drop the column heading to the left or right.