Last updated: 2025-08-11

Source: https://support.freshservice.com/support/solutions/articles/50000009408-reports-for-onboarding-and-offboarding

``` Introducing Journeys in Freshservice Streamline onboarding, offboarding, relocations, and more with smart, automated workflows that cut across HR, IT, Finance, and other teams. Explore Journeys now → ```

With Onboarding and Offboarding reports you now get a bird’s eye view of your onboarding and offboarding operations in a matter of a few clicks. Get actionable insights on the entire onboarding/offboarding operations, and identify gaps and bottlenecks to further streamline your workflows.

Freshservice provides curated reports to get an overall glimpse of your onboarding or offboarding operations. You can also create custom reports to stay on top of the metrics that matter to your business.

_Note__: If a lookup (data source) field is added in the Onboarding or Offboarding forms, it can be used in reporting for filtering or grouping data._

Curated Report for Onboarding

Overview

Here are the key data metrics you can review in the Overview tab of the curated report.

``` NOTE: An onboarding request goes through 3 status values

- Closed: After the parent ticket has been moved to ‘Closed’ or ‘Resolved’ status, the request automatically moves to Closed status. ```

``` NOTE: You can apply filters for Location, Department, and Date Range to fetch deeper insights and trends across different available metrics. ```

Onboarding child tickets

Here are the key data metrics you can review in the Onboarding Child TIckets tab of the curated report.

``` NOTE: You can apply filters for Date range, Agent group, and Agent to fetch deeper insights and trends across different available metrics. ```

Curated Report for Offboarding

Overview

Here are the key data metrics you can review in the Overview tab of the curated report.

``` NOTE: An offboarding request goes through 3 status values

```

``` NOTE: You can apply filters for Location, Department, and Date Range to fetch deeper insights and trends across different available metrics. ```

Offboarding child tickets

Here are the key data metrics you can review in the Offboarding Child Tickets tab of the curated report.

``` NOTE: You can apply filters for Date range, Agent group, and Agent to fetch deeper insights and trends across different available metrics. ```

Custom Reports on Onboarding / Offboarding

Apart from using the curated reports for onboarding and offboarding, you can also create custom reports as per your needs to create a customized dashboard for the metrics that you want to stay updated about.

- Onboarding: Initiator and Stakeholder forms

- Offboarding: Initiator form

Data Source / Lookup Fields in Onboarding and Offboarding Reports

Data source / lookup fields (that are added as custom fields) in the Employee Onboarding and Offboarding Forms are now available for generating analytics reports.

The data source / lookup fields (added as custom fields) can be used along with the following attributes or options to generate the required data in reports:

Check out our collection of solution articles on reporting to get a complete glimpse of how to create custom reports.

Impact on Onboarding APIs

With the introduction of Onboarding reports an additional value (Request Closed = 4) for Status of Onboarding Request is being added to the API definition.

Please make the required changes to your API implementation to leverage the newly added status code. Refer to this section in the API documentation for more details.