How can we help you?

Pipeline History Report

pro_ent.png

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 cover how to create a Pipeline History Report, configure its attributes using the Pipeline History filter panel, and save it for export and future reporting needs. 

 

Create Pipeline History Report

To create a Pipeline History Report, navigate to the Recruiting Reports page by clicking the ellipse on your navigation bar and Reports from the dropdown menu.

1.png

Click Build a Report from the Recruiting Reports page.

2.png

From the Build a Report dialog box, click Pipeline Report.

Screen_Shot_2018-02-16_at_5.11.48_PM.png

Select Pipeline History Report from the subsequent menu and click Preview.

Screen_Shot_2018-02-16_at_5.12.33_PM.png

Your Pipeline History Report will be generated to track how candidates have moved through your pipeline across all jobs.

 

Pipeline History Report Filter

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.

Screen_Shot_2018-02-19_at_11.50.11_AM.png

To report on candidates within specific areas of your organization (i.e. for a single department), click Rows.

 Screen_Shot_2018-02-19_at_12.13.44_PM.png

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 departments, offices, jobs, source, and across your 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

When you have finished, click Save.

Screen_Shot_2018-02-16_at_12.25.35_PM.png

Click Change Filter to choose the job pipelines you wish to see in your Pipeline History Report.

Screen_Shot_2018-02-19_at_12.27.23_PM.png

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.

Screen_Shot_2018-02-16_at_12.40.14_PM.png

Once you have finished, click Apply to repopulate the report.

Screen_Shot_2018-02-19_at_12.29.09_PM.png

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.

1.png

You can also export the report to a downloadable spreadsheet, email the report, and schedule a recurring report to be emailed, by clicking on the appropriate icon in the same panel.

2.png