> ## Documentation Index
> Fetch the complete documentation index at: https://support.metaview.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports Overview

> Organize interview data and uncover insights with Reports

You can use our Metaview to find, organize, and get alerted about the recruiting conversations that matter to you with [Reports](https://my.metaview.app/reports). Reports is a premium feature designed for talent leadership who need visibility across their teams’ conversations and interviews.

For basic usage monitoring, you can also use the usage charts on the [Team Management page](/account-management/managing-your-team#assessing-usage), or leverage your own AI tools [through our MCP](/integrations/mcp-integration/mcp-overview).

<img src="https://mintcdn.com/metaview/d8PgvhBYRsSkVC4G/images/reports-screenshot.png?fit=max&auto=format&n=d8PgvhBYRsSkVC4G&q=85&s=937a644292117fb4ce0fc2fb092ade97" alt="Reports Screenshot Pn" width="1120" height="727" data-path="images/reports-screenshot.png" />

## Find the conversations you care about

With **Reports**, you can search for whatever conversations you need based on what was mentioned in them. On top of that, you can use legacy ATS properties (e.g., Interview Stage) to further narrow down the list of conversations. 

Here are a few examples of queries you can search with AI Reports:

* *Show me all the recruiter screens for Senior Backend Engineers in the past 3 months where the candidate mentioned experience with LLMs*
* *Find all candidates who rejected our offer and who asked about our company culture*
* *Show me all intake calls where the client mentioned working with other agencies*

Whatever you’re looking for, you can find it with Reports.

<iframe className="w-full aspect-video rounded-xl border border-gray-200 shadow-sm" src="https://www.loom.com/embed/789fa5c187ca4d4fac0b7de109b0699e?sid=1e1d5cdd-425c-478c-bc2b-17d5b605488c" title="Loom video demo" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

<p className="mt-3 text-gray-500 text-sm italic">
  Elyse shows you how to use AI Reports to pull salary benchmark data.
</p>

Start with one of Metaview's default **Reports**, one shared by your colleagues, or create your own from scratch by clicking `+ New View`.

<img src="https://mintcdn.com/metaview/WtAS6pOUh3F1LkHP/images/reports-default.png?fit=max&auto=format&n=WtAS6pOUh3F1LkHP&q=85&s=cfb38583fb280288f8ccee440602990b" alt="Reports Default Pn" width="2310" height="594" data-path="images/reports-default.png" />

## Powerful search and filtering

Use **filters** as a powerful way to search and narrow down conversations in Metaview. You can use them to quickly find a specific call (for example, based on **date**, **participants**, **role**, or **job title**) — or to build a report/table of conversations that match certain criteria for deeper analysis.

You’ll only be able to search and report on conversations you have access to. For more details, see [Access](/using-ai-notes/notes-properties/access) rules.

Filters can narrow conversations using different types of properties, including:

* **Event** properties from calendar metadata (e.g. Job Title, Date)
* **Conversational** (conversation content): filter by specific **topics or keywords mentioned** or not mentioned during the conversation — e.g. show all interviews where the candidate mentioned *“remote work”* or *“compensation”*
* **ATS** properties pulled from your ATS integration (e.g. stage, department, application status)
* **Custom** properties (if configured)

You can combine multiple filters to quickly find the subset of conversations that match your criteria.

<img src="https://mintcdn.com/metaview/WtAS6pOUh3F1LkHP/images/reports-filters.png?fit=max&auto=format&n=WtAS6pOUh3F1LkHP&q=85&s=255444939a77b24bb2f14162125e27d1" alt="Reports Filters" width="1982" height="494" data-path="images/reports-filters.png" />

<Note>
  Only the user who created the report and account admins can edit reports (including filters and columns). If you do not have edit access, you can duplicate the report (under the `Information` tab, go to Actions, and select `Duplicate`) so that you can make edits.
</Note>

## See key details for your conversations

Once you’ve filtered down to the right set of conversations, use **columns** to control what information is shown for those conversations. Columns let you surface key details (like interviewer, stage, or outcome). To add a column, click `+` and select one of the default columns or choose `Create with AI` to create a custom AI column.

<img src="https://mintcdn.com/metaview/a2Bpchwo3ELz-D8l/images/reports-add-column.png?fit=max&auto=format&n=a2Bpchwo3ELz-D8l&q=85&s=fc82c54c848d96fc2a8630c7f4b33f87" alt="Reports Add Column" title="Reports Add Column" style={{ width:"62%" }} width="944" height="938" data-path="images/reports-add-column.png" />

AI columns let you extract structured information from each conversation using a prompt (e.g. *"What salary did the candidate ask for?"* or *"Did the candidate mention remote work? (Yes/No)"*). Metaview runs the prompt across all conversations in your filtered report and fills the column with results using a consistent return type such as **Numbers**, **Currency**, **Yes/No**, or **text** .

When creating or editing an AI column, you can also click `✨ Improve prompt` to automatically rewrite your prompt into a clearer, more structured version helping you extract more consistent results.

<img src="https://mintcdn.com/metaview/a2Bpchwo3ELz-D8l/images/reports-ai-column.png?fit=max&auto=format&n=a2Bpchwo3ELz-D8l&q=85&s=c172a14dbf7ddc6ebd27085fa400e7eb" alt="Reports Ai Column" title="Reports Ai Column" style={{ width:"63%" }} width="952" height="884" data-path="images/reports-ai-column.png" />

If you want to ask broader questions across multiple conversations (instead of extracting a single field per conversation), go to the `Assistant` tab. This works like the Assistant for one conversation, but answers your question using all conversations currently included in the Report.

<img src="https://mintcdn.com/metaview/WtAS6pOUh3F1LkHP/images/reports-assistant.png?fit=max&auto=format&n=WtAS6pOUh3F1LkHP&q=85&s=0889b34a266b48c3fc10cdaafe09641f" alt="Reports Assistant" style={{ width:"69%" }} width="950" height="414" data-path="images/reports-assistant.png" />

## Create charts

You can easily create visualizations of your conversations. Click on the `Charts` tab, then `Create a chart`. You can select the metrics you want to include in your chart, change the type, date axis, and other criteria.

<img src="https://mintcdn.com/metaview/WtAS6pOUh3F1LkHP/images/reports-charts.png?fit=max&auto=format&n=WtAS6pOUh3F1LkHP&q=85&s=d94d43a57b665fd4f938bceeb43f708e" alt="Reports Charts" width="1012" height="712" data-path="images/reports-charts.png" />

## Get notifications

Every time a new conversation matching your View gets added to Metaview, you can choose to be alerted so you’ll never miss a conversation you care about. Teammates can also subscribe to alerts and you can seamlessly share lists of conversations with whoever you want. Under the Information tab, click on `Add Subscriber`, customize your notification schedule, and click `Subscribe`.

<img src="https://mintcdn.com/metaview/WtAS6pOUh3F1LkHP/images/reports-notifs.png?fit=max&auto=format&n=WtAS6pOUh3F1LkHP&q=85&s=a088265075082d5064d444a52d92344b" alt="Reports Notifications" style={{ width:"68%" }} width="898" height="668" data-path="images/reports-notifs.png" />

## Download reports

You can download reports from Metaview into CSV format for easier offline analysis and data aggregation. You can find the **Actions** section in the `Information` tab. Once there, click on `Download` to get a CSV.

<iframe className="w-full aspect-video rounded-xl border border-gray-200 shadow-sm" src="https://www.loom.com/embed/2afcf473259a4368a04b1d3c6450793e?sid=95797d88-8de6-460d-8df8-c62115bddc51" title="Loom video demo" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

<p className="mt-3 text-gray-500 text-sm italic">
  Cameron shows you how to download reports.
</p>
