Crelate offers a wide range of tools to build and customize reports, helping you track performance, analyze recruiting metrics, and gain actionable insights. This article serves as a hub, linking to beginner guides, advanced examples, and highlighting new reporting features.
📘 Getting Started
✨ New Features
Building and Editing Report Pages - Build custom report pages with drag‑and‑drop layouts, new chart types, formatted text, multi‑tab organization, and enhanced filters for precise results.
Sharing and Owning Reports - Sharing reports is now more flexible, with designated owners ensuring clear access and accountability.
Using Report Drill Downs - Interactive drill‑downs let you explore data in depth (available on Business Plus and higher plans).
Configuring KPI Tiles and Goals - Add a goal, caption, and trend line to a single-number tile, and see progress against a target at a glance.
Exporting Reports - Export a single chart or a whole report page as a PDF, PNG, CSV, or Excel file.
Setting Up Embedded Dashboards - Embed external dashboards (e.g., Power BI) directly into Crelate reports with simple setup, sharing, and troubleshooting (available on Business Plus and higher plans).
How Reports Handle Dates, Time Zones, and Inactive Users - Recent reporting updates deliver greater accuracy, consistency, and usability across all reports.