With snapshot custom reports, you are able to create tailored reports on jobs, job applications, candidates, and users based on the data that you have available in your Teamtailor platform today. This allows for successful and flexible reporting that can be easily stored and shared with your colleagues. These reports are built up using different columns and filters of your choice, ensuring they contain the information relevant to you.
Note that if you would like to create reports that also show historic data from deleted candidates, or create more visual charts such as bar charts, line charts, and pie charts, please visit our article on historic custom reports.
After saving a report, you and your team will be able to access it at any time, and it will be updated with the latest data every time you or a teammate views it. You can create as many customized reports as needed. You can create custom reports based on: Jobs, Candidates, Job applications, and Employees. 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 ➕ in the top-right corner, then select Snapshot. Here you’ll 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.
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.
Note that only 5 rows are shown in the preview. When you finish editing, the full report will be generated, displaying all the available data.
The available columns vary depending on the snapshot report that you create - jobs, candidates, job applications, and employees. Note that job application reports are a good way to combine candidate and job data.
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 than or less than, and contain any or all. You will be able to get into detail and combine the filters you need.
Automatically calculate the numbers
After you’ve added the relevant columns and filter, it’s time to take the report to 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 includes, for example count, sum, average, etc. Once you generate/save the report, the calculations will remain and stay available for you and your team.
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 Finish editing in the top right corner.
After confirming the report looks good, go ahead and save the report by assigning a name and the appropriate emoji.
Once saved, you have the option of sharing 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.
Saved reports
Any saved report will be available for the admin users in your account when they head over to the Custom reports section on the Analytics page.
View a report
To view a specific report, click on it under Your reports to see the full report. Under the three dots, you will find a menu with options to edit the report, download it to a .csv file, as well as delete the report altogether.
Schedule a report
Our scheduling feature allows you to set up automatic emails delivered to you and/or other recipients. All selected recipients, both users and external, no matter their access roles, will be able to view all the data contained in the report.
This will make sure the selection of people has the right information at the right time. Set up a schedule that suits your purpose – daily, weekly, monthly, or as needed, for the custom reports you have created:
An email will be sent out to each recipient according to your setup. This email will contain a .csv zip file available for download with the data.
Examples
The possibilities with custom reports are endless, but with the idea to spark your reporting creativity, here you can 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 departments. 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 2024 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 2022-01-01 to 2022-12-31. We're only interested in people who joined the sales department, so we’ve added the filter that the Department has to contain Sales (career site department). This way, we ensure that users are included.
Candidates: how many candidates connected with you during 2022
In this report, we’re facilitating the connected at date to be able to find all candidates who connected with the company during a specific period. For the purpose of this example, we limited to time by adding a greater than 2025-01-01 and less than 2025-05-31.
After generating the report, you can use the quick calculator at the bottom of the table directly in Teamtailor to get your answer, or download the report and run your own kind of reporting in your spreadsheet tool.