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 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 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.
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 departments, offices, jobs, source, candidate custom fields, job custom fields, 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.
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.
Click Change Filter to choose the job pipelines you wish to see in your Pipeline History Report.
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.
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.