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.

To create a snapshot report, head over to Analytics in the top navigation menu, and here go to the Custom reports tab.

Click the Snapshot report option from the two available report types (read more about Historic reports here).

The snapshot reports are created based on templates within different categories.

Select one of the templates for your report from the available ones under each category to get started:

The data in your custom reports is added using available data columns. You can choose which columns you want in your report, and in which order you want them to appear.

The available columns vary depending on the snapshot report category used (jobs, candidates, job applications, and employees). Job application snapshot reports are a good way to combine candidate and job data.

You can include filters in your reports to make them even more relevant. 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.

To add a calculation, simply click Calculate below the column in question 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 columns and filters you want your report to contain, it’s time to generate it. Do so by clicking Finish editing in the top right corner.

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

Once saved, you have the option of sharing 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.

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

To view a specific report, click on it under Custom reports to see the full report. The report will be updated with the latest data every time you or a teammate views it.

Under the three dots, you will find a menu with options 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:
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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!