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 then 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 teammates accesses it. You can create as many customised reports as needed. You can create custom reports based on: jobs, candidate, job applications, and users. 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’re going to 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 to 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 of the job, from created 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 in to the job, from created 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 created 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, 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 says N/A are not available as a filter.

💡 In the example above, we’re looking at all jobs posted within the Customer Success and Product department, limited to jobs that are currently Published and have more then 0 applicants in the inbox.

Automatically calculate the numbers

After you’ve added the relevant columns and filter, it’s time to take the report the the next level by letting Teamtailor crunch the numbers for you. Let’s take a look at adding calculation to your columns.

To add a calculation, simply click Calculate below the appropriate columns and select the statistical method you’re interested in. The methods 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 example above, you see the methods Count, Unique, and Average being used. This tells you:

  • Count = the total number 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 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:

  1. Edit the settings of the report

  2. Download the content of the report in to 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, simply click on it and you’ll see the full report.

In this view, you have some additional options pointed out in the screenshot above.

  1. Display the filters used in the report

  2. Download the report in a .csv file

  3. 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 on reports you can build!

Jobs: All jobs published right now in the Customer Success and Product department

In this report, you will find all Jobs are 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 candidate’s, that belong to the Product department. Listed here, you’ll find candidates that has a rating above 3 stars and you see their Name, email address, department as well as the rating.

Users: 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 account 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.

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