Client reports

What it is

A client report is a saved, customizable grid of jobs and candidates for one client — the kind of deliverable you'd send back to a hiring manager. It's separate from the analytics in Hiring Intelligence.

Who can use it

Admins and members, from a client's detail page.

Where to find it

Clients → (open a client) → Reports — create at /dashboard/clients/[id]/reports/new, edit at /dashboard/clients/[id]/reports/[reportId]/edit. All saved reports for a client are also browsable from Reports → Client jobs and candidates — see Client jobs and candidates.

Client reports screenshot

Steps

From a client's page, choose New Report.
Either start from an org-wide report template (see Report templates) or upload a spreadsheet.
If uploading: pick a .xlsx file (max 2MB, up to 5,000 rows) and map its columns to Talynce fields.
Edit the resulting grid like a spreadsheet — cells, column layout, and field mapping are all adjustable.
Copy, edit, or delete existing reports from the client page.
Download Excel to export the current view at any time.

Good to know

Excel import here is for report column mapping, not bulk candidate import. Uploading a spreadsheet builds a report layout; it does not create or update candidate records in your database. If you want to add candidates in bulk, use Bulk resume upload instead.
Template vs saved report: a report template (Administration → Report templates) is an org-wide reusable layout that can also define pre-interview questions used on job apply forms. A saved report here is the client-specific instance — it can start from a template but is edited independently afterward.
Large spreadsheets (over 5,000 rows or 2MB) will fail to import — split them first.

Common questions

Where do the pre-interview questions on a job's apply form come from? From the report template attached to the job at creation — see Pre-interview questions.
Can I share a report link with my client? Yes, saved reports support a share link in addition to Excel export.
I don't see this report in the Reports menu — why? The Reports → Client jobs and candidates view and the client-page report are the same underlying data, just accessed from two entry points — see Reports overview.
Can I copy a report to reuse its layout for a different client? Yes, use Copy on an existing report, then repoint it at the new client and adjust as needed.
What happens to a report if I delete the client report template it started from? The saved report keeps its own copy of the layout — deleting the source template later doesn't break it.