Overview
The
Common Reports article identifies the most commonly requested searches and includes this report type. To learn how to run searches and reports in iCIMS' Applicant Tracking, see
Creating a Job Search. To learn how to save a report for future use, see
Saving Search & Output Templates.
Applicant Activity Metrics Report
Helpful Hint: When creating a search, it is helpful to first come up with a clear idea for your report. Think about which jobs you want to report on (the “Which Jobs”), what details you want to know about them (the “What”), and how you want to organize the information (the “How”) - and be as specific as possible. The more specific you are with your idea, the easier it will be to break it down into these three sections, which will help you choose the right Keywords and Filters (for “Which Jobs”), Columns (for “What”), and/or Grouping and Sorting (for “How”) for your report. This three-section concept is used below to generate an applicant activity metrics report.
Scenario: You want to generate a metrics report showing the number of candidates who reached key steps of the workflow on jobs closed within the current year.
- Which jobs are you reporting about? Using filters, you can narrow down your results to jobs closed within the current year.
- What do you want to know about them? Using columns, you can view the number of candidates to reach various steps of the workflow.
- How would you like this information organized? Using sort-bys, you can organize your results by recruiter.
To create your search inside the iCIMS system, from the top menu bar, select
Search > Job. "Which Jobs", the "What", and the "How" directly correlate with the three sections (A, B, and C, respectively) outlined in the below image.
A. Keywords and Filters: Which jobs are you reporting about?
To search for and report on jobs closed this year, add a "Date Last in" folder filter.
- Keywords: N/A for this report.
- Filters:
- Click Add Filter and add Date Last in Closed (Filled) (or your equivalent Closed folder). The selection path is Reporting & Advanced Options - Foldering > Date Last in Closed (Filled).
- To the right of the added filter, select the dropdown that says "Blank" and choose This Year.
- Tip: To report on more than one "Closed" type folder, locate the 'Date Last in' filter for the additional folder(s) and add it to the report. In the dropdown, select the same date range for each filter. Lastly, above the filters, change "All" to "Any" where it says "Match [all] of the following:".
B. Columns: What do you want to know about these jobs?
To view metrics per recruiter, add a column for Recruiter: Full Name. To identify each unique job, add columns for ID and Title. To see the number of candidates that reached key steps of the workflow, add the appropriate "Ever in..." column for each desired bin or status.
- Click Add Column and add Recruiter: Full Name: First Last. The selection path is Detail Tab > Recruiter > Contact Tab > Full Name: First Last.
- Click Add Column and add ID and Title. The selection paths are Detail Tab > ID and Detail Tab > Title.
- Click Add Column and type # Ever in in the search box. Expand Reporting & Advanced Options - Recruiting Workflow Statistics and select all the columns correlating to key steps in the workflow you wish to report on, such as Hired: Hired or Offer: Offer Extended.
- Tips:
- Multiple columns can be added to a report at one time by selecting multiple options from the column picker popup and clicking Add Selected. The columns will be added to your report in the order they were selected.
- For more information on workflow statistic columns, see the Workflow Statistic Reporting article.
C. Group Results By and Sort Results By: How would you like this information organized?
To view the total number of candidates across all jobs to reach certain steps of the workflow, add a group-by for Total. To view metrics per recruiter, add a second level of grouping containing Recruiter: Full Name.
- Click Add Group-By and add Total. The selection path is Reporting & Advanced Options - General > Total.
- Click Add Level to add a secondary grouping. In the new "Then, group by the following" box, select the Add Group-by icon (green plus sign) and add Recruiter: Full Name: First Last. The selection path is Detail Tab > Recruiter > Contact Tab > Full Name: First Last.
Understanding the Results
A. The Ever in... columns provide metrics on the number of candidates to ever be placed in the specified bin or status.
B. The Total grouping provides cumulative candidate metrics across all jobs within the results.
C. The Recruiter grouping provides candidate metrics at the individual recruiter level.
D. The last level of the results features metrics at the individual job level.
