Permissions: Job Admin and above with a Sourcing Automation seat

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

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

The prospects 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.

Prospects added report

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

Greenhouse Recruiting dashboard with Reports button in navigation bar highlighted

Click Essential reports on the left.

Reports page in Greenhouse Recruiting with Essential reports tab highlighted

Scroll to Assess Your Prospecting Efforts (CRM).

Select Sourcing Automation - Prospects Added.

Assess Your Prospecting Efforts section in Essential Reports with Prospects Added report highlighted

The prospects added report will generate.

Prospects added report page

Underneath the report visualization, you'll also find a table with the following details:

  • Campaign pool name
  • Campaign pool owner
  • Number of prospects added

Prospects added report table

Prospects added report filters

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

Filters and more panel expanded in the Sourcing Automation Step Performance report

The prospects added report can be filtered by the following:

  • Activity date
  • Campaign pools
  • Users
  • Timeframe (Day or Week)

Click Apply when you're ready to apply your filter selections.

Prospects added report visualization

The prospects added report will visualize the number of prospects added to your campaign pools within the period of time you've set for the activity date filter.

The visualization provides a bar chart that displays the total contacts on the y-axis and the date on the x-axis.

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

Prospects added report visualization with hover data highlighted

Any filters applied in Filters and more will adjust your report visualization.