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.

After saving a report, you and your team will be able to access it at any time, and they are 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!

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.

Note that only 5 rows are shown in the preview, when you generate the full report you’ll see all the available data.

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.

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.

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.

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.

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:

After confirming the report looks good, go ahead and save the report by assigning a name and the appropriate emoji.

Any saved report will be available for the admin users in your account when they head over to the Custom report section on the Analytics page.

To view a specific report, click on it under Your reports to see the full report. In this view, you will be able to edit the report, download it to a .csv file as well as delete the report altogether.

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.
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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.

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!