Legacy Reports: Bookmarks

Available for Roles Super Admin, Admin
Permissions Cannot be accessed by users assigned to custom roles
Packages Lever Basic, LeverTRM, LeverTRM for Enterprise


Following the successful launch of Visual Insights a year ago, we are announcing the deprecation of Legacy Reporting. As of October 2023, new users to Lever will not have access to Legacy Reporting. Legacy Reporting will be removed from Lever for current users with next year's Fall Release, targeted for November 2024.

Visual Insights will become the default (and only) reporting experience within the Lever platform. If you’re unfamiliar, Visual Insights is a series of ready-to–use dashboards, built from customer feedback and industry best practices. 

Check out this article regarding the transition from Legacy Reporting to Visual Insights. To learn more on this topic, refer to our help article on bookmarking Visual Insights dashboards.

If you have any questions or concerns about this upcoming change, please feel free to reach out to your Customer Success Manager or submit a request for assistance.

Built a report and want to save it for later? You can bookmark each of Lever’ Legacy Reports!

Bookmark button above date filter

Each of these reports will be saved under the Bookmarks header in the left-side navigation menu. These bookmarks are a huge timesaver as you build customized reports that you may want to revisit later, or re-run with an updated date range. You can even share customized reports with your colleagues by sending along the unique URL.

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