The report displays everything about candidates present in the database, including contact information, candidate source, status, resume link, etc.


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 > Candidate Wise. 


Tabs and Functionality

Interview reports have two tabs, namely: Generated and Scheduled.

Tabs in Candidate-Wise Reports

  • 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 new report


For generating a new report, follow the below steps:


  1. Click on Generate now button provided on the right-hand side of the screen.
    Generated Candidate-Wise Reports

  2. 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.
Filters in Candidate-Wise Reports


Generate reports with filters:

  1. For applying filters, click on Jobs. Select the jobs from the following pop-up for which the system should fetch data.

Job Filters in Candidate-Wise Reports

  1. Go to the Job Status tab, and select if you want to filter out based on the job status. You can select as many as from the drop-down. 
    If no status are chosen, the report will have jobs in all the status within the system.
    Job Status Filters in Candidate-Wise Reports

  2. Go to Team Members, and you can filter out by a combination of users and roles. Click on Add to apply the filter.

Filters in Candidate-Wise Reports

How does it work?

Suppose you select a specific user(s) and role. In that case, all jobs created for the selected combination of user(s) and role will be used for the reports.


Note: You can select as many users and roles as required.


  1. Go to Office & Department, and you can filter out by a combination of users and roles. Click on Add to apply the filter.

Office & Department Filters in Candidate-Wise Reports


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.


  1. Go to the Created Between tab and filter out interviews based on their start date. You can choose a range of up to 720 days from here.
    Date Filters in Candidate-Wise Reports

  2. Upon selecting all the required filters, click on Apply Filter to save.

  3. You can also select a range of dates to filter out based on when the candidates have been added to job.
    Date Filters in Candidate-Wise Reports

  4. Click on Generate Now and the report will be generated.

  5. It will be then listed in Generated tab.


Schedule report


You can schedule reports and even share them with other organisation users. Follow the below steps to schedule a report:


  1. Navigate to the Schedule Email tab.
    Schedule candidate-wise report

  2. Click on Schedule Now.

  3. The next step allows you to filter out the report. You can filter out the report based on job, hiring team, role, office location and department.
    Schedule candidate-wise report

    1. Select as many jobs as required and the report will be generated for the selected jobs.

    2. You can also select job status and it will be applied along with the selected jobs.

    3. Select a range of dates if you want to filter out based on the job creation date.

    4. Select a user name (or more) and role. The jobs will be filtered based on the combination specified here.

    5. Select an office location (or more) and department. The jobs will be filtered based on the combination specified here.

  4. Upon adding all the required filters, ensure that you click on Add.

  5. Click on Move to schedule to start scheduling the report.

Schedule candidate-wise report

  1. Select Frequency for generating these reports. You can select from Days, Weeks, Months, and Quarterly.

  2. Select a time when 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.

  3. Select users for whom you would like to send these reports.

  4. Further, you can enter a Subject and Email body and click on Schedule to complete the process.

  1. Upon generating reports- they will be listed in the Scheduled tab. You can click on the more options (three dots) to:
    View scheduled candidate-wise reports

    1. View the sent report and Download a copy to your system.

    2. Pause generating reports. You can resume it anytime.

    3. Edit filters and schedule details for the report.


Learn more about reports and analytics here.