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Analytics: Create custom historic reports
Analytics: Create custom historic reports

Create customized tables and visual graphs on all of your historic data.

Adam de Lancey avatar
Written by Adam de Lancey
Updated over a week ago

An important part of reporting on your performance is the ability to compare and contrast data over various time periods. With Teamtailor's custom historic reports feature, you have the ability to create either blank or templated data tables and graphic charts, in order to report more effectively.

Get started

To create your first custom historic report, head over to the Analytics tab, then Custom reports, then select the "Historic report" option from the two available report types (for more information on Snapshot reports, please head here). Please note that this feature is only available for users with Company Admin or Recruitment Admin access.

Click Next, and then you will be presented with the option to either start from scratch with a Blank report or create a templated report that you can customize later. Your options will be as follows:

Report template

Description

Blank report

Create a report from scratch

Hires

Hires by recruiter, jobs, department and more

Job offers

User activity, conversion and job offer status breakdown

Promotions

Visits, hired candidates and conversion by promotion

Career site

Most visited pages, visits by country, job ad conversion and more

Department

Select a department in the filters and explore visits, activities and more

Locations comparison

Compare visits, candidates and hires between locations

Location

Select a location in the filters and explore visits, activities and more

Top 10

Top 10 recruiters, popular departments, most visited pages and more

Mobile visits

Visits per month, top sources and top 10 visited pages from mobile devices

If you select one of the templated options, then you will immediately start seeing data tables and graphs based on your company's data, that will be relevant to the topic that you have selected. If you start from a Blank report, then the screen will be blank and you'll need to start creating your own tables or graphs.

For all options, as is standard across all of Teamtailor's analytics features, you are able to filter your data by categories such as jobs, job applications, and page visits, as well as amend the time period for the data that you want to display.

Create a new chart or table

To create a new chart or table, click on the pink ➕ button in the top-right corner below the date range. You will then have one of the following 4 options:

  1. Bar chart

  2. Line chart

  3. Pie chart

  4. Data table

Bar chart

When you select the Bar chart option, your first option will be to select the group of data that you would like to see on the Primary axis (by default, the x-axis). In practice, this means how you want to separate the data that you would like to present. For example, if you want to see the number of Hires by a time period, you would select Date, Week, Month, or Year, or you may wish to separate your data into other factors such as by Department or Location.

💡 In the example above, the primary axis (highlighted) is set to be weeks which gives us a chart that looks at the NPS score compared to applications week-by-week.

Once you have selected your Primary axis, you will then need to select the metric that you wish to measure. These options have been grouped into Job offers, Candidate source, User activity, Rejected, Nurture campaign, Time, Candidate activity, Jobs, and Audience. Note that there is also a search bar to find your required metric more quickly.

Once you have selected your first metric, a bar chart will be revealed, with data based on the filters and date range that you have selected at the top of the page. You will then have more options available to you:

  1. Add a further metric - if you want to compare a further metric to your primary axis, this can be done here, and then the data will display next to your first metric.

  2. Add a breakdown - this will give you the option to break down your first metric further, which will then be displayed along the same bar.

  3. Display chart horizontally - this will rotate your data 90 degrees so that the bars are presented horizontally rather than vertically.

  4. Sort on - this will allow you to sort by your selected metric in either ascending or descending error, rather than being displayed in the order of your selected primary axis.

  5. Limit results - it may be the case that you do not want to show all of the results. This gives you the option to select the number of results that you wish to display.

Once completed, click Done, then your bar chart will be complete:

Congratulations! Your bar chart is now complete. However, you still have more options available to you if you wish. For these options, click on the 3 dots on the top-right corner of your chart, then you can proceed with any of the following:

  1. Edit - make changes to the chart that you have created.

  2. Show data table - allows you to see the data in numbers behind the chart.

  3. Export as CSV - downloads the numbers behind the chart into a CSV file.

  4. Move up/down - if you have more than one chart/table, you can change the order of these.

  5. Delete the chart - remove the chart that you have created.

Note that you can also give your bar chart a name, which will replace the suggested name given in the top-left of your bar chart.

Line chart

Line charts are used to compare various metrics over time. Therefore, the available options for your Primary axis will be Date, Week, Month, and Year.

Select your primary axis, then you'll be able to add one or more metrics to display on your line chart. As with the bar chart option, you are able to add a breakdown of the first metric that you have selected, as well as hide any time periods where there is no data to display.

When you're ready, click Done, and your line chart will be finalized.

As is the case with bar charts, once you have clicked Done you are then able to edit, show the data table, export as CSV, move up/down, or delete the chart, all via the 3 dots icon in the top-right corner.

Pie chart

When creating a pie chart, your first option will be to select the Metric that you would like to compare and break down. Like bar charts, these options have been grouped into Job offers, Candidate source, User activity, Rejected, Nurture campaign, Time, Candidate activity, Jobs, and Audience.

Next, choose your Breakdown. Note that not all breakdown options will be available for every metric. Once selected, your pie chart will be displayed. You then have 3 further options to decide the data density:

  1. Show all values

  2. Group small values as other - therefore reducing the number of ways in which the pie is split. You have the option to choose how small you would like the value to be.

  3. Show only top values - this gives you the possibility to select the number of values that you would like to see, rather than all.

When you're ready, click "Done", and your pie chart will be displayed:

As is the case with bar charts and line charts, once you have clicked Done you are then able to edit, show the data table, export as CSV, move up/down, or delete the chart via the 3 dots icon in the top-right corner of your chart.

Data table

The data table option is the most similar to the Snapshot part of custom reporting, but allows for more flexibility and will include historic data (for example on deleted candidates that do not show as part of the snapshot). These tables show the data behind the various charts mentioned above.

Your first option will be to choose the first column of your data table. Think of this as your primary axis, where you are selecting how you would like to separate your data. This may be a time period, a setting related to jobs, or data related to the traffic on your page.

Once this option has been selected, you are then able to add further columns to your data table, which will relate to the metric that you have selected in your first column. Note that the options available to add are relative to the first column that you have selected, and therefore not all columns will be selectable for each first column. To add more columns, click the white "+" button at the top of the table.

If you need to edit any of the columns that you have selected, click the pencil icon that will appear on the top-right of that column.

Again, once you have clicked "Done" you are then able to edit, show the data table, export as CSV, move up/down, or delete the chart.

Save and share your reports

When you are finished creating and editing your charts and tables, you will need to save your report. To do so, click Save report at the bottom of your page. By clicking the cogwheel icon you can change the name of the report and assign an emoji if you wish.

All reports are by default saved as Private, these will only be accessible by you. If you want to share your report with your colleagues, you will need to make it available for them here in the settings. To do this, toggle on the option Share with all the admins and click Save. Your report will now be marked as Public (all admins) and accessible by all admins in the account.

Schedule a report

Our scheduling feature allows you to set up automatic emails delivered to you and/or other admin users* in your account. This will make sure you always have the right information at the right time. Set up a schedule that suits your purpose – daily, weekly, monthly, or as needed, along with a chosen time span:

*Note that private reports can only be scheduled for yourself

An email will be sent out to each recipient according to your setup. This email will include a link to the custom report in Teamtailor where the data will be available.

Limitations

Please note that not all pieces of data are currently available via the historic reporting function. Teamtailor is committed to improving the number of data options that are available to our users, and your feedback is welcome via our support team or your dedicated CSM.

Additionally, the visual charts cannot be exported via CSV file, only the data tables.

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