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  4. Report Builder

Report Builder template guide

Permissions: Job Admin and above

Product tier: Available for Advanced and Expert subscription tiers

Report Builder gives your organization the flexibility to customize reports so you can easily find the data you need. You can tailor the metrics you're tracking, and organize the data across jobs, offices, departments, timeframes, and more.

This template guide provides an overview of all the report templates available in Report Builder, including the default metrics for each template. You can read more about the different metrics here.

Most default selections can be edited including adding additional metrics, removing a metric, editing settings, and rearranging the column order.

Note: Asterisk (*) indicates the selection is not editable.

Template Name

Overview

Default Columns

Default Settings

Build your own candidate report

Start with basic information and add your choice of columns and filters.
  • First name
  • Last name
 N/A
Build your own department report Start with basic information and add your choice of columns and filters.
  • Department name
 N/A
Build your own job report Start with basic information and add your choice of columns and filters.
  • Job name
  • Job ID
 N/A
Build your own offer report Start with basic information and add your choice of columns and filters.
  • First name
  • Last name
  • Application ID
  • Job name
  • Requisition ID
  • Opening ID
  • Status (offer)
 N/A
Build your own office report Start with basic information and add your choice of columns and filters.
  • Office name
 N/A
Build your own opening report Start with basic information and add your choice of columns and filters.
  • Job name
  • Opening ID
  • Status (opening)
 N/A
Build your own user report Start with basic information and add your choice of columns and filters.
  • First name
  • Last name
  • Email (primary)
 N/A
Current pipeline per department Get an overview of all the current active candidates in your pipeline across departments.
  • Department Name*
  • Milestones
  • Chart Type: Bar graph*
  • Columns: Milestone
Current pipeline per job Get an overview of all the current active candidates in your pipeline across jobs.
  • Job name*
  • Requisition ID*
  • Milestones 
  • Chart Type: Bar graph*
  • Columns: Milestone
Current pipeline per office Get an overview of all the current active candidates in your pipeline across offices.
  • Office name*
  • Milestones 
  • Chart Type: Bar graph*
  • Columns: Milestone
Job summary View the state of all the jobs in your organization.
  • Job name
  • Requisition ID
  • Department
  • Offices
  • Open date (job)
  • Days open (job)
  • Hiring Managers
  • Candidates added
  • Active candidates
  • Candidates to reach Assessment milestone
  • Candidates to reach Face to Face milestone
  • Offers extended
  • Candidates hired
 N/A
Jobs where I am the Hiring Manager View information for all jobs where you are the Hiring Manager.
  • Job name
  • Requisition ID
  • Department
  • Offices
  • Open date (job)
  • Days open (job)
  • Hiring Managers
  • Candidates added
  • Active candidates
  • Candidates to reach Assessment milestone
  • Candidates to reach Face to Face milestone
  • Offers extended
  • Candidates hired
 N/A
Jobs where I am the Primary Coordinator View information for all jobs where you are responsible for scheduling tasks.
  • Job name
  • Requisition ID
  • Department
  • Offices
  • Open date (job)
  • Days open (job)
  • Hiring Managers
  • Candidates added
  • Active candidates
  • Candidates to reach Assessment milestone
  • Candidates to reach Face to Face milestone
  • Offers extended
  • Candidates hired
 N/A
Jobs where I am the Primary Recruiter View information for all jobs where you are responsible for recruiting tasks.
  • Job name
  • Requisition ID
  • Department
  • Offices
  • Open date (job)
  • Days open (job)
  • Hiring Managers
  • Candidates added
  • Active candidates
  • Candidates to reach Assessment milestone
  • Candidates to reach Face to Face milestone
  • Offers extended
  • Candidates hired
 N/A
New hires Review the details of new hires.
  • First name
  • Last name
  • Job name
  • Requisition ID
  • Phone (mobile)
  • Email (personal)
  • Offices
  • Department
  • Start date
  • Offer ID
  • Offer date
 N/A
Number of hires Trend the number of new employees hired over time.

 
  • Chart Type: Line chart*
  • Metric: Candidates Hired
  • Timeframe: Monthly
Offer details Review the specific details of recent offers.
  • First name
  • Last name
  • Application ID
  • Job name
  • Requisition ID
  • Opening ID
  • Source
  • Credited to
  • Department
  • Offices
  • Recruiter
  • Status (offer)
 N/A
Pipeline history by department Understand how a specific group of candidates moved through your interview pipeline.
  • Department name*
  • Milestones
  • Chart Type: Funnel chart*
  • Columns: Milestone
Pipeline history by job Understand how a specific group of candidates moved through your interview pipeline.
  • Job name*
  • Requisition ID*
  • Milestones 
  • Chart Type: Funnel chart*
  • Columns: Milestone
Pipeline history by office Understand how a specific group of candidates moved through your interview pipeline.
  • Office name*
  • Milestones 
  • Chart Type: Funnel chart*
  • Columns: Milestone
Trend metric over time (department) Trend a key metric over time across your departments.
  • Department name*
  • Weeks (current year)
  • Chart Type: Line chart*
  • Metric: Candidates added
  • Timeframe: Weekly
Trend metric over time (job) Trend a key metric over time across your jobs.
  • Job name*
  • Requisition ID*
  • Weeks (current year)
  • Chart Type: Line chart*
  • Metric: Candidates added
  • Timeframe: Weekly
Trend metric over time (office) Trend a key metric over time across your offices.
  • Office name*
  • Weeks (current year)
  • Chart Type: Line chart*
  • Metric: Candidates added
  • Timeframe: Weekly
User summary View the state of all users in your organization.
  • First name
  • Last name
  • Employee ID
  • Email (primary)
  • Email (other)
  • Tags
  • Linked candidates
  • Status
 N/A