Recruit CRM offers a robust Reporting Suite that simplifies the process of generating various essential reports for managing your business.
You can generate reports on candidates, companies, jobs, and, importantly, your teammates. This feature is designed to empower you to make informed decisions and improve your business operations.
✅ 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?
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.
Hope this helps!