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 reports with graphic charts, in order to report more effectively.
Get started
To create your first custom historic report, head over to Analytics in the top navigation menu, and here go to the Custom reports tab.
Please note that this feature is only available for users with Company Admin or Recruitment Admin access.
Click the Historic report option from the two available report types (read more about Snapshot reports here).
Here, you’ll find a report gallery where you can choose from various report templates organized into different categories, or select specific report charts to customize your own report. You can also start from scratch by selecting New blank report.
The pre-existing templates are divided into categories to help you quickly find the report type and data charts you’re looking for.
Categories | Description |
Career site | Data charts related to your career site, focusing on visits, traffic sources, conversions, and job board promotions. |
Pipeline | Data charts related to your jobs and recruitment progress, focusing on applications and time efficiency. |
Candidate experience | Data charts that help you evaluate the candidate experience, focusing on NPS and rejected candidates. |
Hires | Data charts related to your hired candidates, focusing on source and Quality of hire. |
Users | Data charts that help you track user activity within your recruitment processes. |
Job offer | Data charts related to the Job offers feature, focusing on conversion and acceptance rates. |
Once you select a template and/or charts, you can choose New from selection to create a new report containing the selected data charts. You’ll immediately see data tables and graphs based on your company’s data, based on your selections.
If you choose New blank report, you will create an empty report where you begin by creating your own data charts.
For both options, as with other reports in Teamtailor Analytics, you can filter data by categories such as jobs, job applications, and page visits, as well as adjust the time period for the data you want to display.
Add a new chart or table
To create a new chart or table, click + Add chart at the top of the page. From here, you can choose from categorized data charts or add a blank chart in one of the following formats:
Bar chart
Line chart
Pie chart
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 is set to Week, which gives us a chart that looks at the visits 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 Candidate source, User activity, Rejected, Candidate status, Nurture campaign, Candidate activity, Jobs, Job offers, and Career site. 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:
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.
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.
Display chart horizontally - this will rotate your data 90 degrees so that the bars are presented horizontally rather than vertically.
Sort on - this will allow you to sort by your selected metric in either ascending or descending order, rather than being displayed in the order of your selected primary axis.
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.
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.
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:
Show all values
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.
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:
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 "+" button to the right of the table.
If you need to edit any of the columns that you have selected, hover over them and click the pencil icon that appears.
View mode
When you open your Analytics page, you will see a list of the Analytics reports that you have previously created and saved. If you click on any of these reports, you will open them in "View mode" and access the following settings:
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, along with a chosen span of time:
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 contain a .pdf file available for download with the data.
Share with all admins
By default, when you create a historic report, it will only be available for you to see and edit. If you check the "share with all admins" box, then all Admins on your account will be able to see your report.
Show and export data table
On the right-hand side of each chart, you will see a bullet-point icon. If you click this, it will show you the data behind the chart that you are viewing.
Additionally, once you have opened the data table, you will see the Export icon, where you can download the table as a .csv file.
Edit mode
In View mode, you will have an "Edit report" button in the top-right-hand side.
Besides adding and editing existing charts/tables, you will be able to:
Change the order or delete the chart/table
As the image below shows, you will be able to either move the chart/table up or down the page or delete it.
Change the icon and name of the report
Customize the report by adding a name and icon at the top of the page.
Limitations
Please note that not all data points are currently available via the historic reporting function. We are committed to improving the number of data options that are available to our users. Please submit feedback through our support team or your dedicated point of contact at Teamtailor.
The visual charts cannot be exported via a .csv file, only the data tables.