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 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 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.

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 than
Created	States the date when the job initially was created	Equals to / Greater than / Less than
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 than
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 than
Rejects	Displays the total amount of applications rejected in the job, from creation to today	Equals to / Greater than / Less than
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 than
End date	The current set end date of the job posting.	Equals to / Greater than / Less than
Start date	The current set start date of the job posting.	Equals to / Greater than / Less than

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 contain 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 are 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 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.

💡 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.

Saved reports

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.

View a report

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.

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. 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 2022-01-01 to 2022-12-31. 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.

💡 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 that connected with the company during a specific time period. For the purpose of this example, we limited to time to 2022 by adding a greater than 2022-01-01 and less than 2022-12-31.

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.