Business reporting lets you build your own reports and dashboards, so you can track your team’s activity, measure results, and see your recruiting data in the way that fits your firm. Reporting starts with the Business plan, which includes premium and custom reports. Business Plus adds advanced report features, such as drill downs, KPI goals, and shared report ownership.
Reporting is available on Business and higher. Drill downs, KPI goals, comparisons, report ownership, and embedded dashboards are available on Business Plus and higher.
Which plans include reporting?
Reporting starts with the Business plan. Each plan includes everything in the plan before it.
Essentials covers the core recruiting CRM and does not include reporting.
Business adds premium and custom reports, so you can build your own reports and pages.
Business Plus adds advanced report features, such as drill downs, KPI goals, shared report ownership, and embedded dashboards.
For everything else each plan includes, see Compare Crelate plans (Essentials, Business, Business Plus, Enterprise).
What reporting does Business include?
Business includes premium and custom reports, so you can create your own reports and pages instead of relying only on standard ones. With Business, you can do the following:
Build report pages with a drag-and-drop layout, resizable charts, tabbed pages, and page-level filters.
Choose from many chart types, including Pyramid and Donut charts, and add text elements and headline figures to label and summarize a dashboard.
Add standard report pages for Candidates, Opportunities, Activities, and Placements, so your charts start out already built.
Show KPI tiles with captions, and build activity, ratio, and time-based reports. See KPI Reports and Ratio Reports.
Export a chart or a whole page to PDF, PNG, CSV, or Excel, and send charts by scheduled email. See Exporting Reports.
For how to build a page, see Building and Editing Report Pages.
What does Business Plus add to reporting?
Business Plus adds advanced report features for firms that want to act on their data and manage who can see and change it. With Business Plus, you can do the following:
Drill down into your data. Select a value in a chart to see the records behind it and open them directly. Drill downs work on Bars, Columns, Lines, Area, Pie, Donut, Funnel, and Pyramid presentations, and not on Single value, Pivot grid, or Data table. See Using Report Drill Downs.
Set goals on KPI tiles. Add a target, compare with the period before, and add trend lines. See Configuring KPI Tiles and Goals.
Assign report owners and share safely. Share a report as read-only, give editing access to the people who maintain it, and let everyone else save their own copy. Owners can also lock the quick filter so users without editing access see only their own data. See Sharing and Owning Reports.
Show another dashboard in Crelate. Administrators can display a dashboard from another product, such as Power BI, as a page inside a report, so your team can review billing, payroll, or payables information next to their recruiting reports. See Embedded Dashboards.
How do I see which plan I have?
Your plan appears as Subscription Level in Settings, then SUBSCRIPTION, and then Manage Licenses. For what each plan includes, see Compare Crelate plans (Essentials, Business, Business Plus, Enterprise).
What can I report on?
Reports cover your core records and your team’s work. These articles show common examples.
KPI Reports for the numbers your team is accountable for.
Placement Reports for the value of your wins.
Submittal Reports for submittals and credit.
Ratio Reports for how well activity turns into results.
Time in Stage, Time to Close, & Time to Fill Reporting for how long each step takes.
💡 Pro Tip: Start with a standard report page for the record type you care about most, and then change it. You get a working page right away, and you can add or remove charts as your needs become clear.
How do I upgrade my plan?
Reach out to your Success Manager first. If you do not have a Success Manager, or you cannot reach them, contact Support. They will help you review your options and make the change.
Troubleshooting
Why can I not create a report or add charts?
Reporting starts with the Business plan, so it is not included on Essentials. On Business and higher, creating and changing reports also requires a role with Full report permissions. Check your plan in Settings, SUBSCRIPTION, Manage Licenses, and ask an Administrator to review your role. See Who Can View, Edit, and Schedule Reports.
Why do I not see drill downs, goals, comparisons, report ownership, or embedded dashboards?
These are advanced report features, and they are available on Business Plus and higher. On other plans, selecting a chart value shows an upgrade notice instead of the records. If your plan includes them and you still do not see them, check the chart. Goal settings appear only for Single value, Bars, Columns, Lines, and Area presentations, and the Embedded Page option appears only in the Add Report Page menu on Business Plus and higher.
Why can I not drill into every chart?
Drill downs do not work on Single value, Pivot grid, or Data table presentations, or on ratio charts and Average time in stage charts. A Data table lists each record already. See Using Report Drill Downs.
What to share if it still does not work: a screenshot of the report page, your plan name from Manage Licenses, the feature you expected to see, and the user role.
Key takeaway
Reporting starts with the Business plan, which gives you premium and custom reports, so you can build pages, KPI tiles, and ratio and time-based reports for your firm. Business Plus adds advanced report features, including drill downs, KPI goals, shared report ownership, and embedded dashboards. Check your plan in Manage Licenses, and reach out to your Success Manager or Support to change it.