# Reports & analytics

> Built-in dashboards for the agency’s core questions, plus custom dashboards you assemble widget by widget.

_Collection: Search, Dashboard & Reports (search-reporting) — Kepler Help Center. Canonical: https://keplercrm.com/support/articles/reports-and-analytics/_

**Reports** in the sidebar is where you measure the agency — pipeline movement, delivery conversion, fees billed, consultant performance. The list shows every report you can open; filter it with **All**, **Standard**, **Yours** and **Shared**. Search covers every report; sort by when you last opened it, name, owner or number of charts, and pin the ones you use most so they stay at the top. A date range (Last 30 days, Last 90 days, Last 12 months, This quarter, This year or All time; Last 12 months to start) applies across whichever report you're reading.

## Built-in dashboards

| Dashboard | Question it answers |
| --- | --- |
| Agency Overview | How is the desk doing overall — pipeline at a glance, applications over time, movement. |
| Job Orders | How is the job book performing — intake, open roles, commercial value and coverage gaps. |
| Placement Finance | What have we placed and earned — placement fee income, rebate exposure, guarantee fall-offs and fee shares by consultant. |
| Consultants | Who placed what, and what they earned — split-aware, using each consultant's share. |
| Delivery Funnel | Where do candidates stall — the application funnel, stage flow, interview outcomes. |
| Recruiting Depth | Where delivery needs attention — stage aging, source effectiveness and recruiter workload. |

## Custom reports

Click **New report** to build your own (e.g. *"Recruiter performance"*), then click **Add chart** to open the report editor:

  - Choose what to measure and how to slice it — by consultant, client, job, period.

  - Pick a chart type and, for trends, a time granularity (daily, weekly, monthly, quarterly, yearly).

  - Save — the chart joins the report and reruns on live data every time you open it.

> **NOTE:** Creating or changing custom reports requires report-editing access. Only a custom report's owner can edit it. See Who can see what below.

## Naming and sharing a report

A new report starts with an automatic name (e.g. *New report 3*) and opens with the name ready to edit. To rename it later, open its **⋯** menu in the reports list and choose **Rename**. Custom reports start **Private** — only you can open them. Use the visibility control on the report (or in the list) and choose **Team** to let everyone in the workspace open it, or **Private** to return it to your own view. Sharing does not give teammates editing access — the owner still manages the report.

## Who can see what

What you see in Reports follows your role; see [Roles & permissions](/support/articles/roles-permissions/).

  - **Report access** (owners, admins, team leads, finance and viewers) opens the standard reports and every custom report shared with the team.

  - **Report editing** (owners, admins and team leads) adds **New report** and editing your own custom reports.

  - **Finance reporting** (owners, admins and finance) adds **Placement Finance**. The money in the **Consultants** report (fees and fee shares) needs access to placement fees; without it, that report shows placement counts and shares, not amounts.

  - People who can see placements but have no report access, such as recruiters, see the **Consultants** report only.

## Reports worth having

  - **Pipeline by stage** — where is everyone in process, and where do they stall?

  - **Submissions by consultant** — who's putting candidates forward, at what conversion?

  - **Fees billed by period** — how did we actually do last month/quarter?

  - **Placements by client** — which accounts produce, which only consume effort?

  - **Outcomes by reason** — why are we losing the candidates and business we lose?

## Data quality caveats

  - Reports read your records — placements without fees, jobs without closed reasons and stale stages all show up as holes in charts.

  - Record [outcomes with reasons](/support/articles/recording-outcomes/) consistently; the funnel and win/loss charts are only as honest as the exits you log.

> **TIP:** Make one report per management ritual — the Monday pipeline meeting, the monthly billing review — so the meeting starts from the same numbers every time.