Pipeline History Reports allow you to understand how a specific group of candidates have progressed historically through each stage of your interview process. In this article, we will provide an overview of:
- Create Pipeline History Report
- Pipeline History Report Filters
- Pipeline History Report Visualization
- Save, Export, Schedule Pipeline History Reports
Create Pipeline History Report
To create a Pipeline History Report, navigate to the Recruiting Reports page by clicking the ellipsis on your navigation bar and Reports from the dropdown menu.
Click Build a Report from the Recruiting Reports page.
From the Build a Report dialog box, click Pipeline Report.
Select Pipeline History Report from the subsequent menu and click Preview.
Your Pipeline History Report will be generated to track how candidates have moved through your pipeline across all jobs.
Pipeline History Report Filters
With a Pipeline History Report created, you can customize its tracking to suit your organization's needs by using the filter panel. By default, the Pipeline History Report tracks every job in your organization and the milestones reached by all the candidates who have applied.
Use the Group of Candidates drop-down menu to change the grouping of candidates (by date range) included in the report. Use the Columns drop-down menu to change whether you would like to track the candidates who moved through your pipeline by Milestone or by Stage.
Note: Be aware that if filtering the report by Stages, the report will only display common stages across the jobs included in the report.
To report on candidates within specific areas of your organization (i.e. for a single department), 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 candidates 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: Pipeline History 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.
Pipeline History Report Visualization
The Pipeline History report will visualize the Stages or Milestones for all jobs included in the report as a funnel. While the shape of the report will always be a funnel, the height of each segment will represent the total candidate volume for that Stage or Milestone (i.e. the taller a segment the more candidates)
Note: The report will not display a stage or milestone in the visualization if there has yet to be a candidate to reach that stage.
Note: If filtering the report by Stages and the total number of common job stage names exceed 14 Stages, you will need to filter the report by Milestones to view the visualization.
Hover over any section in the visualization for that Stage's or Milestone's total number of candidates and pass-rate.
For jobs that receive a large number of applications, the height of the Application Review Stage/Milestone can make it challenging to quickly understand the proportions of the other Stages or Milestones in the report. Enable the Hide Application Milestone toggle to visualize your data without this Milestone.
Since the visualization reflects the filters included in the 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 Pipeline History 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.