Greenhouse walkthrough
Prerequisites
Greenhouse reports
Greenhouse reports are organized based on:
- Time-dependent reports that are time-dependent and include a temporal-field, as determined by the specified temporal field used in the report.
- Time-dependent reports without a temporal field. The report uses only one time-field.
- Time-independent reports.
Additionally, some reports have input fields that filter the type of information extracted, such as the status in applications.
You must change the permissions to "read access" in the application's settings for all reports you want to pull.
Time-dependent reports with or without the temporal field
Steps A and B differentiate the two types of time-dependent reports. Later, step C addresses both reports.
a. Time-dependent reports with a temporal field include Candidates, Jobs, and Scheduled interviews. Select an incremental field, such as updated, by which the report organizes chronologically. b. Time-dependent reports without an incremental field include Activity Feeds and Applications. C. All time-dependent reports follow the time input based on:
Select a time period: Time-dependent reports support two kinds of time periods:
- Date range:
- Pulls data in the date range between the start and end date provided, including the end date.
- You must select a start date.
- Leaving the end date empty pulls data up to the current time of the river's run.
- Select a timezone offset to send dates based on the offset.
- Use Last Days Back For Each Run to expand the start date and pull data a number of days before the chosen start date.
- Predefined date- A date range defined by Data Integration:
- Day: Yesterday.
- Week (From Monday to Sunday): Week to date, Previous week, Previous week to date.
- Month: Month to date, Previous month, Previous month to date.
- Year: Year to date.
Time-Independent reports
These reports have no temporal input but can have additional input specified in *.
Additional fields
You can choose additional dimensions in some reports to enable further data filtering, such as the status field in the Applications report. These fields are optional; leaving them empty returns all the data (with respect to that field). The fields include:
- actionable
- include_inactive
- Include default
- last activity after
- status
- If you do not set permissions to read data in a specific report, you might get an error when automapping or running the river.
- Go to your Greenhouse account and set the permission for that specific report to "read access."