Overview

The Common Reports article identifies the most commonly requested searches and include this report type. To learn how to run searches and reports in iCIMS ATS, see Creating a Recruiting Workflow Search. To learn how to save a report for future use, see Saving Search & Output Templates. 

Candidates by Status per Job for Each Recruiter Report

Helpful Hint: When creating a search, it is helpful to first come up with a clear idea for your report. Think about which candidates you want to report on (the "Who"), what details you want to know about them (the "What"), and how you want to organize the information (the "How"). 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  Filters (for "Who"), Columns (for "What"), and/or Group-Bys and Sort-Bys (for "How") for your report. This three section concept is used below to create a report of candidates by status per job for each recruiter.

Scenario: You would like to see the current state of your recruiting by viewing all candidates that are in open jobs in your company and their current workflow status. You would also like to know which recruiter is working with which jobs.

1. Break your report idea down into the three sections to help determine the best way to create your search:

1. Who are you reporting about: Using filters, you can narrow your search down to only candidates on open jobs.
2. What do you want to know about them: For this report, no specific columns are required for a successful search. 
3. How would you like this information organized: Using group-bys, you can group candidates by status per job for each recruiter to quickly see the current state of your recruiting efforts. 

2. To create your search, from the top menu bar, select Search > Recruiting Workflow. The "Who," "What," and "How" directly correlate with the three sections (A, B, and C, respectively) outlined in the below image.
 

To report on candidates on open jobs, add a filter for the 'Approved' Job Folder. 

• Keywords: N/A for this report.

• Filters:

1. Click Add Filter and add Job Folder. The selection path is Job File > Job > Detail Tab > Job Folder. 
2. Select Approved (or your equivalent 'Open' job folder) from the list to the right of the added filter.

• Tip: If you use more than one folder for open jobs, select multiple folders from the list by pressing the Ctrl (or Cmd) key on your keyboard and clicking all the relevant options in the list.

B. Columns: What do you want to know about these candidates?

No specific columns are required for this report. Add any columns for candidate and job information as needed for your report. 

C. Group Results By and Sort Results By: How would you like this information organized?

This report uses three levels of grouping to organize the search results into detailed segments. The results are grouped by recruiter, then job ID and title, then candidate status to easily view each recruiter's activity on each of their open jobs. 

• Group Results By:

1. Click Add Group-By and add Recruiter: Full Name: First Last (or Full Name: Last, First). The selection is Job File > Job > Detail Tab > Recruiter > Contact Tab > Full Name: First Last.
2. Click Add Level to add a secondary grouping. A "Then, group by the following" box will display. In this box, click the Add Group-By (green plus sign) icon and add ID. The selection is Job File > Job > Detail Tab > ID. Select the Add Group-By icon again and add Title. The selection is Job File > Job > Detail Tab > Title.
3. In the second grouping box, click the Add Level icon beside the green plus sign to add a third grouping. In the third box, click the Add Group-By (green plus sign) icon and add Status. The selection is General > Status.

• Sort Results By: N/A