Permissions: Site Admin, or Job Admin with a Sourcing Automation seat (Standard or Admin)

Product tier: Available for all subscription tiers with Sourcing Automation add-on

With Greenhouse Recruiting's Sourcing Automation, your organization can quickly look up and retrieve accurate contact information for prospects you identify, making it easy to grow the talent in each campaign pool.

The contacts added report shows each of your campaign pools, the owner, and the number of prospects added to the campaign pool so you can easily report on your talent pipeline's progress.

Contacts added report

To create a contacts added report, click Reports on your navigation bar.

Screenshot of Reports button

Click Essential reports on the left.

Screesnhot of Essential reports button

Scroll to the Assess Your Prospecting Efforts (CRM) section and click Sourcing Automation – Contacts Added.

Screenshot of Sourcing Automation – Contacts added report button

The contacts added report will generate.

Screenshot of an example contacts added report

The contacts added report will show each campaign pool, the campaign pool owner, and the number of contacts added for the selected time period.

Note: The activity date for the contacts added report is set to the last 30 days by default.

Contacts added report filters

Click Filters and more to apply filters to further refine your report.

Screenshot of Filters and more button on a contacts added report

The contacts added report can be filtered by the following:

  • Activity date
  • Campaign pools
  • Users
  • Timeframe (day or week)

Click Apply after applying any filters to your report.

Contacts added report visualization

The contacts added report will visualize the number of contacts added.

The visualization presents a bar chart with the total contacts added displayed on the y-axis and the date displayed on the x-axis.

You can hover over each point in the visualization for additional details.

Screesnhot of an example visualization on the contacts added report

Since the visualization displays data from your report, changes made to the report via Filters and more, like adjusting the date filters, will impact the visualization.