What this feature does and when to use it?
Recruit CRM's Reporting Suite provides a comprehensive set of reports to help you monitor performance, analyze business activity, and make informed, data-driven decisions. You can generate reports on candidates, companies, contacts, jobs, deals, clients, and teammates, giving you valuable insights into every stage of your recruitment process.
Use this feature when:
• You need an Account Overview report to understand overall business activity and performance.
• You want a Team Performance report to monitor individual teammate or team performance.
• You need a Candidate Lifecycle report to track candidate progression through your hiring pipeline.
• You want Client Performance or Job Statistics reports to evaluate how your clients and jobs are performing.
• You need reports such as Time to Hire, Deals by Teammates/Teams, or Deals by Revenue to measure hiring efficiency, pipeline health, and revenue performance.
The Reporting Suite provides interactive charts, detailed tables, drill-down capabilities, and export options across all reports, making it easy to analyze your data from multiple perspectives. Reports are generated using the actual timestamps of activities and are adjusted according to each user's profile time zone, ensuring accurate reporting based on your account settings.
✅ When generating reports in Recruit CRM, it's crucial to remember the following key points:
1. Only the users on the Account Owner, Admin, and custom roles with relevant permissions will have access to the Reports section in Recruit CRM.
2. Recruit CRM's Reports feature is designed to run based on the actual timestamp of actions, taking into consideration the time zone specified in each user's Profile section. This means that if your team members are dispersed across various locations, there's a possibility of slight timing discrepancies in your reports.
For instance, consider a scenario where a user with the time zone set to Australia generates a report for just one day. In this case, the results will reflect actions that occurred on that specific day in the Australian time zone. Consequently, it's entirely possible to observe actions performed by a user in New York on the preceding day, as it would have already been the current day in Australia due to the time zone difference.
📊 What are the different types of reports you can generate?
To access the available reports, navigate to the Reports section from the left-hand navigation panel. Here, you'll find the complete list of reports available to you based on your subscription plan and user permissions. From this page, you can generate, customize, save, and schedule reports to analyze different aspects of your recruitment process.
Please note that the users in the "Team Member" role will only be able to see their performance report on the Dashboard.
🕘 How to schedule reports in Recruit CRM?
With our "Schedule Report" feature, you can effortlessly automate the delivery of your saved reports to users at the frequency that suits your workflow.
Troubleshooting
Problem: Report shows actions on unexpected dates
Problem: Report shows actions on unexpected dates
Likely cause: Time zone differences between users.
What to check: Confirm the time zone set in your user profile and the time zones of teammates whose actions appear in the report.
Resolution: Interpret the report dates based on the time zone in your profile. Remember that actions from users in other time zones may appear on the previous or next day compared to their local time.
Problem: A user cannot access the reports section
Problem: A user cannot access the reports section
Likely cause: Insufficient role or permissions.
What to check: Verify whether the user is an account owner, admin, or has a custom role with relevant permissions.
Resolution: Update the user’s role or permissions so they meet the requirement for accessing the reports section, or have an Admin run and share the reports instead.
Problem: Team member cannot see all reports
Problem: Team member cannot see all reports
Likely cause: Role limitation for team members.
What to check: Confirm that the user is assigned the team member role.
Resolution: Team members can only see their team performance report on the dashboard. For broader reporting access, consider changing their role or having an admin share required reports.
Problem: Scheduled reports are not useful due to timing discrepancies
Problem: Scheduled reports are not useful due to timing discrepancies
Likely cause: Scheduled time does not align with relevant time zones.
What to check: Review when the scheduled report is delivered and how the report period aligns with users’ profile time zones.
Resolution: Adjust the scheduling frequency or timing to better match the working hours and time zones of the users who receive the report.
FAQs
Q1: Which roles can access the reports section in Recruit CRM?
Q1: Which roles can access the reports section in Recruit CRM?
Only users in the account owner, admin, and custom roles with relevant permissions can access the reports section.
Q2: What reports can Team Members see?
Q2: What reports can Team Members see?
Users in the team member role can only see their team performance report on the dashboard.
Q3: How do time zones affect my reports?
Q3: How do time zones affect my reports?
Reports run based on the actual timestamps of actions, using the time zone specified in each user’s profile. If users are in different locations, actions may appear on different calendar days depending on each user’s time zone.
Q4: Can I automate report delivery?
Q4: Can I automate report delivery?
Yes. With the scheduled report feature, you can automate the delivery of your saved reports to users at the frequency that suits your workflow.
Conclusion
Using the reports feature in Recruit CRM, you can generate detailed insights on candidates, clients, jobs, teammates, and deals, and automate report delivery to fit your workflow. If you need further help interpreting report data or configuring access, contact the support team for additional guidance.