Saving and sharing reports

Last updated: November 4, 2026

Once you've built a report the way you want it, you can save it, schedule it to land in inboxes automatically, or download it. This article covers all three.

Who can do this: Recruiter, Hiring Manager, Admin, Super Admin — whoever has access to Reports can save and share what they build.

Where to find it: Reports → open a Default or Custom report → Edit mode.

Save your changes

Reports open in View mode by default — anything you adjust there is temporary and resets on refresh. To keep changes, switch to Edit mode and click Save; report customisation is then saved at the account level so it's there the next time anyone opens it.

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Share by email

Schedule a report to be emailed on a recurring basis — daily, weekly, or monthly — at a specific time and time zone: open the report, choose Schedule email, use Add recipient to add people, pick the frequency and time, then confirm. The report's name is included in the scheduled email's subject line.

You can add recipients outside your organisation to a scheduled or one-off report, but this is currently only available on agency accounts; external addresses are shown with an "external" tag in the recipient list so it's clear they're outside Kula.

Download it

Export a report as CSV or PDF directly from the report page — this works on both Default reports (like Pipeline) and Custom reports.

Good to know

  • Report names are capped at 250 characters when scheduling.

  • Sharing a scheduled report with an outside email address only works on agency accounts — everyone else can only schedule to teammates inside their Kula organisation.

  • CSV columns on Default Reports aren't customisable yet — you get the report's standard column set; adding or removing columns for a CSV export isn't currently possible.

  • Renaming a metric while also saving its filters, group-by, and breakdown together isn't fully supported yet — if you rename a saved metric, double-check the rest of its configuration held.

FAQ

Can we customize or change the default columns for CSV files on the Reports and Analytics page? For example, I downloaded the offers CSV and it's missing candidate email addresses.

Not today — Default Report CSV exports use a fixed column set that isn't currently customisable. If a column you need is missing, build the same view as a custom report.

Need help?

If you have questions or need assistance, reach out to us at support@kula.ai or use the in-app chat.