Trend Reports allow you to deduce patterns in how one key metric trends over time across different offices, departments, jobs, source, and your total organization. In this article, we will provide an overview of:
- Create Trend Report
- Trend Report Filters
- Trend Report Visualizations
- Save, Export, Schedule Trend Reports
Create Trend Report
To create a Trend Report, navigate to the Recruiting Reports page by clicking the ellipsis on your navigation bar and select Reports from the dropdown menu.
Click Build a Report from the Recruiting Reports page.
From the Build a Report dialog box, click Trend Report.
Select a single metric to track from the subsequent list. When you have finished, click Preview.
Note: If you select Prospects Added please be aware that Trend Report does not report on Prospects not associated with a particular job.
Your Trend Report will be generated to track the metric you have specified.
Trend Report Filters
With a Trend Report created, you can customize its tracking to suit your organization's needs by using the filter panel. By default, the Trend Report tracks your selected metric weekly across all Open Jobs for the 12 most recent weeks.
Note: Trend Report can only show and export a maximum of 104 columns.
Use the Columns and Activity Date dropdown menus to change the reporting interval and periodization of the report, respectively.
To change how candidates are being presented and organized across various aspects of your organization, click Edit in the Rows field.
From the Edit Rows dialog box, use the left-hand panel and navigate to a category to organize your report. You can track the metric by:
- Candidate Custom Fields
- Job Custom Fields
- Offer Custom Fields
- Application Custom Fields
- Total Organization
By clicking on any category, you will have further options to delimit what aspects of the category you want to see in your report.
Note: Trend Report only allows the following field types to be filtered for Candidate and Job Custom Fields:
- Single Select
When you have finished, click Save.
Change the jobs being tracked in your report by clicking Change Filter. From the Filter Jobs dialog box, you can search and apply multiple filters to find jobs you would like to report on. When you have chosen all the jobs you would like to report on, click Save.
Once you have finished, click Apply to repopulate the report.
Trend Report Visualization
The Trend report will visualize the Total row values as a single line with the selected metric displayed on the y-axis and the periodization (Columns) on the x-axis.
Note: The Trend report does not support individual trend lines per row.
While the report table can support up to 104 columns, once the report exceeds 12 columns, the visualization will determine a proper interval to visualize your data (i.e. there might not be a 1:1 correlation between data points in the report table and the visualization).
Hover over any data point in the visualization for an exact number of of any given metric for that period.
Since the visualization displays data for the Total row in your report, changes made to your report via the filter panel can impact the visualization (e.g. filtering out a job or changing the periodization of the report).
Save, Export, Schedule Trend Reports
To save the parameters that you have configured in this particular report for the future, click Save. You can learn more about saving reports and where to find them here.