TABLE OF CONTENTS
★ Accessibility
The report provides the overall job hiring journey- from the job creation date to the first candidate being assigned to closing the position. The report helps analyze the time required to hire for a job in your organization.
Accessibility:The report is accessible to the user who has generated it. In the case of scheduled reports, the users added to the list will get the same via email.
★ How to find the report
Navigate to Reports & Analytics > Reports > Offer.
★ Tabs and Functionality
Interview reports have two tabs, namely: Generated and Scheduled Email.
- The ‘Generated’ tab displays all the reports that have been generated.
- The ‘Schedule Email’ tab displays all the reports that have been scheduled and generated. You can also schedule and send reports from here.
★ Generate a new report
To generate a new report, follow the below steps:
- Click on Generate now button provided on the right-hand side of the screen.
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From the following pop-up, click on Generate to fetch a report with all the jobs you have been part of.
If you are part of the global group, you will have access to all the jobs.
➥ Generate reports with filters:
- To apply filters, click on Jobs. Select the jobs from the following pop-up for which the system should fetch data.
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Go to the Job Status tab, and select if you want to filter out based on the job status. It is a multi-select option. If no status is chosen, the report will have jobs in all the statuses within the system.
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Go to Team Members, and you can filter out using the combination of users and roles. Click on Add to apply the filter.
How does it work: Suppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.
Note: You can select as many users and roles as required.
- Go to Office & Department, and you can filter out by users and roles. Click on Add to apply the filter.
How does it work: Suppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.
Note: You can select as many office locations and departments as required.
- Go to theCreated Between tab and filter out interviews based on their start date. You can choose a range of up to 720 days from here.
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Upon selecting all the required filters, click on Apply Filter to save.
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Click on Generate Now, and the report will be generated.
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It will then be listed in Generated tab.
★ Schedule report
You can schedule reports and even share them with other organization users. Follow the below steps to schedule a report:
- Navigate to the Schedule Email tab.
- Click on Schedule Now.
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The next step allows you to filter out the report. You can filter out the report based on the job, hiring team, role, office location, and department.
- You can select as many jobs as required, and the report will be generated for the selected jobs.
- You can also select job status, which will be applied along with the selected jobs.
- Select a range of dates based on the job creation date if you want to filter out.
- Select a user name (or more) and role. The jobs will be filtered based on the combination specified here.
- You can select an office location (or more) and department. The jobs will be filtered based on the combination specified here.
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Upon adding all the required filters, ensure that you click on Add.
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Click on Move to schedule to start scheduling the report.
- Select Frequency for generating these reports. You can select from Days, Weeks, Months, and Quarterly.
- Select a time you would like to generate these reports and send them to other stakeholders. You can choose a specific time or now and click on OK to save.
- You can select users you would like to send these reports to if you want.
- Further, you can enter a Subject and Email body and click on Schedule to complete the process.
- Upon generating reports- they will be listed in the Scheduled tab. You can click on the more options (three dots) to:
- View the sent report and Download a copy to your system.
- Pause generating reports. You can resume it anytime.
- Edit filters and schedule details for the report.
You can learn more about reports and analytics here.