Permissions: Job Admin and above with CRM access and a Sourcing Automation seat

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

The step performance report gives you a better idea of how your campaign pool steps are performing with prospects. Use this report to track the number of campaign emails that were sent, opened, replied to, or bounced.

Step performance report

To create a step performance report, navigate to Reports from your dashboard.

Greenhouse Recruiting dashboard with Reports button in navigation bar highlighted

On the Reports page, click Essential reports.

Greenhouse Recruiting Reports page with Essential reports tab highlighted

Scroll to Assess Your Prospecting Efforts (CRM).

Select Sourcing Automation - Step Performance.

Assess Your Prospecting Efforts section in Essential reports page with Step performance report option highlighted

The step performance report will generate.

You'll see a breakdown for each campaign pool step with total counts for the following:

  • Number of emails sent
  • Number of emails opened by prospects
  • Number of emails replied to by prospects
  • Number of emails that bounced

Step performance report page in Greenhouse Recruiting

Step performance report filters

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

Filters and more panel expanded in the Sourcing Automation Step Performance report

You can filter your step performance report by the following:

  • Activity date
  • Campaign pool
  • User
  • Timeframe (Day or Week)

Click Apply to confirm your filter selections.