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Current Pipeline Report

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Current Pipeline Reports help you see how many candidates are currently in each stage of the interview process for any particular job in your organization. In this article, we will provide an overview of:

 

Create Current Pipeline Report

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

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Click Build a Report from the Recruiting Reports page.

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

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

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Your Current Pipeline Report will be generated to track how candidates are currently moving through your pipeline across all jobs.

 

Current Pipeline Report Filters

With a Current Pipeline Report created, you can customize its tracking to suit your organization's needs by using the filter panel. By default, the Current Pipeline Report shows the Milestones reached by candidates currently in your pipeline for all Open Jobs in your organization.

Use the Columns drop-down menu to change whether you would like to track the candidates currently in your pipeline by Milestone or by Stage.

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To report on candidates moving through your pipeline within specific areas of your organization (i.e. for a single department), click Edit in the Rows field.

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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
  • Sources
  • 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: Current Pipeline Report only allows the following field types to be filtered for Candidate and Job Custom Fields: 

  • Single Select
  • Multi-select 
  • User 
  • Yes/No

When you have finished, click Save.

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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.

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

 

Current Pipeline Report Visualization 

The Current Pipeline report will visualize the Stages or Milestones for all jobs included in the report as a bar graph. The names of the Stages or Milestone is represented on the y-axis and the number of candidates is represented on the x-axis. 

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Hover over any bar in the visualization for an exact number of candidates in that Stage or Milestone, and the proportion those candidates represent within your pipeline(s).  

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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).

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Save, Export, Schedule Current Pipeline Report

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.

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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.

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