Permissions: Site Admin, or Job Admin with a Sourcing Automation seat (Standard or Admin)

Product tier: Available for all subscription tiers with Sourcing Automation add-on

With Greenhouse Recruiting's Sourcing Automation, your organization can report on key metrics to capture your team's success in reaching prospects through LinkedIn InMail.

The tasks completed report shows you the number of LinkedIn InMail tasks completed by your recruiting team.

Note: This report shows LinkedIn InMail tasks completed only and doesn't include completed email tasks with personalization enabled.

Tasks completed report

To create a tasks completed report, navigate to Reports > Essential reports.

Screenshot of the essential reports tab.

Scroll to the Assess Your Prospecting Efforts (CRM) section and click Sourcing Automation – Tasks Completed.

Screenshot of the Sourcing Automation Tasks Completed button.

The tasks completed report generates showing each campaign pool, the campaign pool owner, and the number of InMail tasks completed within the selected time period

Screenshot of the tasks completed report.

Note: The activity date is set to the last 30 days by default.

Tasks completed report filters

Click Filters and more to apply filters to further refine your report.

Screenshot of the filters and more panel.

The tasks completed report can be filtered by the following:

  • Activity date
  • Campaign pools
  • Users
  • Timeframe (day or week)

Click Apply after applying any filters to your report.

Tasks completed report visualization

The report provides additional visualization of the number of tasks completed in the form of a bar chart.

The total number of tasks completed is displayed on the y-axis with the date displayed on the x-axis.

You can hover over each bar for additional detail.

Screenshot of the bar visualization.

Since the visualization displays data from your report, changes made to the report via Filters and more (like adjusting the date filters) impact the information displayed.