---
title: Configuring and running custom Excel reports
description: Learn how to create, customize, and run your own Excel reports from Classic Reports.
---

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# Configuring and running custom Excel reports

**Note:** Custom Excel reports are part of Classic Reports. To view [Classic Reports](https://support.careerplug.com/using-your-account-insights-page?hsLang=en#classic), click the **Insights** tab in your top navigation bar, and then click the **View Classic Reports** button in the top-right corner of the Account Insights page.

You can create, customize, and run your own Excel reports from Classic Reports.

1\. Click on **Hiring** under **Insights** from the left navigational bar.

2\. Select the **Classic Reports** button in the top right.

3\. Click the **Reports** tab. 

4\. Click **Create New Report**.

![Dashboard to Hiring Insights, classic reports, reports, gif](https://support.careerplug.com/hs-fs/hubfs/Dashboard%20to%20Hiring%20Insights%2c%20classic%20reports%2c%20reports%2c%20gif.gif?width=670&height=303&name=Dashboard%20to%20Hiring%20Insights%2c%20classic%20reports%2c%20reports%2c%20gif.gif)

5\. Select the type of report you want to create from the **Report Type** drop-down. You can create a customized version of any of these reports:

- **Applicant Detail:** shows the job name, application date, most recent hiring step, name, email, and phone number associated with each of your applicants.
- **Hired Applicant Detail:** shows the application date, hire date, start date, and days to fill the position for all hired applicants.
- **Job Detail:** shows the job name, city, state, and zip code where it's posted, job posting status, number of applications, and number of hired applicants for each of your jobs.
- **Job Pipeline:** shows the job name, number of applications, and number of applicants in each step of the hiring process across all of your jobs.
- **Applicant Prescreen Detail:** shows the job name, application date, name, email, and phone number associated with each of your applicants.
- **Scorecard Detail:** shows the job name, application date, applicant name, email, and phone number, who completed the scorecard, when the scorecard was completed, and applicants' answers to each question across the selected interview scorecards. 
    - *If you choose the Scorecard Detail report, you must select which interview scorecards to include questions from. You can include as many scorecards as you want.*
- **Source Analysis:** shows the job name, total clicks, total applicants, and clicks, applicants, and hires across 3 major job boards (Indeed, Glassdoor, and ZipRecruiter) for each of your jobs.
- **User Activity:** shows the name, user role, number of sign ins, last seen date, number of applicant updates, and number of applicant invites for each user in your account.
- **EEOC, OFCCP, Job Pipeline, or Scorecard Detail:** these are specialized reports only available for certain CareerPlug accounts. [Contact us to enable these reports](https://support.careerplug.com/using-eeoc-tracking?hsLang=en).

6\. Enter your email address (and any others you want) in the **Delivery Address(es)** field.

7\. Click the **Create Report** button.

![Classic Reports, Report, Create New (8.11.26) Report type, create](https://support.careerplug.com/hs-fs/hubfs/Classic%20Reports%2c%20Report%2c%20Create%20New%20(8.11.26)%20Report%20type%2c%20create.png?width=598&height=377&name=Classic%20Reports%2c%20Report%2c%20Create%20New%20(8.11.26)%20Report%20type%2c%20create.png)

8\. Add any data fields you'd like to include in your report from the left sidebar by clicking the **table icon (left)**.

9\. Add any data filters you'd like to include in your report from the left sidebar by clicking the **filter icon (right)**.

![Classic Reports, Report, Create New, Filters (8.11.26) Filters highlighted](https://support.careerplug.com/hs-fs/hubfs/Classic%20Reports%2c%20Report%2c%20Create%20New%2c%20Filters%20(8.11.26)%20Filters%20highlighted.png?width=670&height=323&name=Classic%20Reports%2c%20Report%2c%20Create%20New%2c%20Filters%20(8.11.26)%20Filters%20highlighted.png)

10\. Remove any data fields you don't want to include in your report by clicking the "**X**" on the right side of the cell.

![Classic Reports, Report, Create New, Filters (8.11.26) Remove filters](https://support.careerplug.com/hs-fs/hubfs/Classic%20Reports%2c%20Report%2c%20Create%20New%2c%20Filters%20(8.11.26)%20Remove%20filters.png?width=670&height=323&name=Classic%20Reports%2c%20Report%2c%20Create%20New%2c%20Filters%20(8.11.26)%20Remove%20filters.png)

11\. Configure the **Activity Range** (if necessary). This is the period during which you're looking for activity to be reported.

![Classic Reports, Report, Create New, Filters (8.11.26) Activity Range](https://support.careerplug.com/hs-fs/hubfs/Classic%20Reports%2c%20Report%2c%20Create%20New%2c%20Filters%20(8.11.26)%20Activity%20Range.png?width=670&height=323&name=Classic%20Reports%2c%20Report%2c%20Create%20New%2c%20Filters%20(8.11.26)%20Activity%20Range.png)

12\. Enter a **Report Name**.

![Classic Reports, Report, Create New, Filters (8.11.26) Report Name](https://support.careerplug.com/hs-fs/hubfs/Classic%20Reports%2c%20Report%2c%20Create%20New%2c%20Filters%20(8.11.26)%20Report%20Name.png?width=670&height=323&name=Classic%20Reports%2c%20Report%2c%20Create%20New%2c%20Filters%20(8.11.26)%20Report%20Name.png)

13\. Click any of the days under **Run Weekly On** on which you want a report generated (if wanting the report to be recurring). Select as many as you'd like.

14\. Click the **Save and Run Report** button to generate the report.

![Classic Reports, Report, Create New, Filters (8.11.26) Save and run](https://support.careerplug.com/hs-fs/hubfs/Classic%20Reports%2c%20Report%2c%20Create%20New%2c%20Filters%20(8.11.26)%20Save%20and%20run.png?width=670&height=323&name=Classic%20Reports%2c%20Report%2c%20Create%20New%2c%20Filters%20(8.11.26)%20Save%20and%20run.png)

Your report will be saved so you may edit and run it again at a later time if you wish.

**Note:** Custom reports will be sent to whichever email address(es) you specified when running the report. Reports do not download automatically and cannot be downloaded directly from CareerPlug.

### Editing custom Excel reports

Once created, you can easily edit any of your custom reports in Classic Reports.

1\. Click on your **Reports** tab.

2\. Locate the report you wish to edit and click the **Edit** link next to it.

![4416228541467](https://support.careerplug.com/hs-fs/hubfs/Knowledge%20Base%20Import/4416228541467.png?width=670&height=182&name=4416228541467.png)

3\. Configure the report according to your needs.

4\. Click the **Save and Run Report** button if you would like the report to be updated and emailed to you immediately.

5\. Click the **Save Report** button to simply update the report.

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