An important part of recruiting successfully is having access to the right data and statistics. To make this as easy as possible for you and your team, you can set up Custom reports. These reports are built up using different columns and filters of your choice, ensuring they contain the information relevant to you.
After saving a report, you and your team will be able to access them at any time, and they are updated with the latest data every time you or a teammate accesses it. You can create as many customized reports as needed. You can create custom reports based on: Jobs, Candidates, Job applications, and Emplo. Now, let’s take a closer look!
Create a custom report
You’ll find the custom report section by heading over to Analytics→Custom reports. To create a new report, you click ➕ New custom report. Here you’ll want to start by deciding what category this report is on (jobs, candidates, job applications, or users). After deciding this, go ahead and create the report by adding the relevant Columns and Filters.
Note that only 5 rows are shown in the preview, when you generate the full report you’ll see all the available data.
Data columns
The data in your custom reports is added using available data columns. Select which columns you want for your report, and in which order you want them to appear.
Below you’ll find a table with all the available columns/filters and a short explanation of what these displays. You can also see what filter operators you can add when using the specific filter.
Column/Filter | Description | Filter operators |
Title | Displays the title of the job posting | Equal to / Matches |
Locations | Lists the location/s added to the job | Contains all / Contains any |
Department | Lists the department added to the job | Contains any |
Total applications | Displays the total amount of applications for the job, from creation to today | N/A |
Hires | Shows how many candidates you’ve hired for this posting | Equals to / Greater than / Less then |
Created | States the date when the job initially was created | Equals to / Greater than / Less then |
Recruiter | States the user listed as the jobs recruiting manager | Equals to |
ID | Displays the job’s unique ID | N/A |
Role | Lists the role added to the job | Equals to |
Sourced applications | Displays the total amount of candidates sourced into the job, from creation to today | N/A |
Applications in inbox | The number of candidates/applications in the stage Inbox at this moment. | Equals to / Greater than / Less then |
Applications in process | The number of candidates/applications in the process at this moment (in progress: any stage between Inbox→Hired/Rejected) | Equals to / Greater than / Less then |
Rejects | Displays the total amount of applications rejected in the job, from creation to today | Equals to / Greater than / Less then |
Status | States the current status of the job: draft, published, unlisted, expired, pending, archived | Equals to |
Remote status | Displays the remote status of the job: no remote, temporarily remote, flexible remote, fully remote | Equals to |
Internal | True/False - Shows if the job is published internally | Equals to |
Tags | Lists the job tags added to the job | Contains all / Contains any |
Publish at | Displays the date when the job was published initially. Won’t update if you re-publish the job at a later date. | Equals to / Greater than / Less then |
End date | The current set end date of the job posting. | Equals to / Greater than / Less then |
Start date | The current set start date of the job posting. | Equals to / Greater than / Less then |
Filters
You can include filters in your reports to make them even more relevant. The filters are almost exactly the same as the available columns, with some exceptions*. With the filter, you’re able to add different operators like equal to, greater or less than, and contains any or all. You will be able to get into detail and combine the filters you need.
* The available filters are listed in the table above. The rows that say N/A is not available as a filter.
Automatically calculate the numbers
After you’ve added the relevant columns and filter, it’s time to take the report the next level by letting Teamtailor crunch the numbers for you. Let’s take a look at adding calculations to your columns.
To add a calculation, simply click Calculate below the appropriate columns and select the statistical method you’re interested in. This include for example count, sum, average, etc. Once you generate/save the report, the calculations will remain and stay available for you and your team.
💡 In the example above, you see the methods Count, Unique, and Average being used. This tells you:
Count = the total number of listings → the number of jobs in the report
Unique = the number of unique listings → the number of departments listed in the report
Average = the average value of the numbers listed → the average number of applications for the jobs in the report
Generate and save the report
Once you’ve added the data you want your report to contain, it’s time to generate it. Do so by clicking Generate report in the top right corner. Allow some time to load, and you will see the full report.
When the report is generated, you have the option of sharing it before saving it with any Admin user at your account by copying the URL of the page. This could be useful if you’re creating the report for a one-time check, or if you need a friendly thumbs-up from a colleague before saving the report.
When you’ve generated the report, before saving you can:
Edit the settings of the report
Download the content of the report into a .csv file
After confirming the report looks good, go ahead and save the report by assigning a name and the appropriate emoji.
View a report
Any saved report will be available for the admin users at your account when they head over to the Custom report section of your analytics page. To view a specific report, click on it and you’ll see the full report.
In this view, you have some additional options pointed out in the screenshot above.
Display the filters used in the report
Download the report in a .csv file
Click ... to be able to Edit, Rename and Delete the report
Examples
The possibility with custom reports are endless, but with the idea to spark your reporting creativity, you can here see a few examples of reports you can build!
Jobs: All jobs published right now in the Customer Success and Product department
In this report, all Jobs posted in the department Customer Success and Product. We added the status = published to only include the jobs that are published when you view the report.
Candidates: Top-rated candidates in the Product Department
Here is a great way to find the highest-rated candidates, that belong to the Product department. Listed here, you’ll find candidates that have a rating above 3 stars and you see their Name, email address, department as well as rating.
Employees: list all users/employees that joined your Teamtailor account during 2021 in the Sales department
With this report, you will find the name of all Teamtailor users that have created their accounts between the time period 2021-01-01 to 2021-12-31. We're only interested in people that joined the sales department, so we’ve added the filter that Department has to contain Sales (career site department). This way we ensure that users are included.