What this feature does and when to use it?
The Candidate Lifecycle Report helps you track the complete journey/lifecycle of candidates in your Recruit CRM database over a selected time period. It provides visibility into every stage transition a candidate has gone through, making it easier to analyze hiring progress, monitor pipeline performance, and identify trends across your recruitment process.
The report displays candidate movement across both Hiring Stages (for candidates assigned to jobs) and Pitch Candidate Stages (for candidates pitched directly to clients). It also includes visual charts, stage-wise candidate counts, candidate-to-stage ratios, and detailed drill-down lists that can be filtered, customized, exported, or saved for future reference.
Use this feature when:
• You want to track the complete lifecycle of candidates over a specific date range.
• You need to analyze how many candidates progressed through each hiring or pitch stage.
• You want to save frequently used report configurations for quick access in the future.
Generate and Analyze the Candidate Lifecycle Report
Open the Candidate Lifecycle Report from the Reports section in Recruit CRM.
Select the stages you want to include in the report from the KPI dropdown option. You can choose from:
• Hiring Stages – Used to analyze candidates who have been assigned to jobs.
• Pitch Candidate Stages – Used to analyze candidates who have been pitched directly to clients/contacts.
Select the required date range for the report. You can choose one of the predefined ranges or specify a custom date range.
Click Generate Report.
Once the report is generated, you'll see:
• A bar chart showing the number of candidates in each selected stage.
• A summary table displaying the numerical count for every stage included in the report.
Export the Report
You can export the report in multiple ways:
• Click Export Report to CSV below the chart to download the stage-wise summary table as a CSV file.
• Click the Export icon in the top-right corner of the bar chart to download the chart as an image in PNG, JPG, or SVG format.
• Click any bar in the chart to open the detailed candidate list for that stage, then select Export Report to CSV to download the detailed candidate report as a CSV file.
View Candidate Details:
Each bar in the chart is clickable. Click any bar to open a detailed list of the candidates associated with that stage for the selected time period.
Within the detailed report, you can:
• Review the candidate records for that stage.
• Sort the data by clicking any column header.
• Customize the displayed information using Edit Columns.
• Apply additional filters to narrow down the results.
• Perform a Boolean Search to quickly find specific records, especially when working with larger datasets.
• Export the detailed candidate list to a CSV file after applying the desired filters and selecting the required columns.
Review Stage Ratios:
The Candidate Lifecycle Report also displays the Ratio of Candidates Assigned for each stage.
The ratio is calculated as:
(Number of candidates in a particular stage ÷ Total number of candidates across all selected stages for the chosen time period) × 100
📌 Note: The Candidate Lifecycle Report is based on historical stage transitions for the selected date range. As a result, the figures shown in the report may differ from the current candidate counts displayed elsewhere in Recruit CRM, such as your Dashboard statistics.
Troubleshooting
Problem: The numbers in the Candidate Lifecycle Report do not match the current dashboard counts.
Problem: The numbers in the Candidate Lifecycle Report do not match the current dashboard counts.
Likely cause: The Candidate Lifecycle Report shows historical data based on the selected time period, while the dashboard shows current, real-time counts.
What to check: Confirm the date range selected in the report and compare it to the time frame represented on the dashboard.
Resolution: Adjust the report’s date range to match the period you want to compare, and remember that the report reflects historical transitions, not only current stage assignments.
Problem: A specific stage does not appear in the Candidate Lifecycle Report.
Problem: A specific stage does not appear in the Candidate Lifecycle Report.
Likely cause: The stage is not selected in the stages dropdown for the report.
What to check: Open the Candidate Lifecycle Report and review the list of hiring stages and pitch candidate stages you have selected under the KPI section.
Resolution: Add the missing stage to your selection and regenerate the report.
Problem: The exported CSV does not contain all the fields you expected.
Problem: The exported CSV does not contain all the fields you expected.
Likely cause: Not all desired fields were selected before exporting.
What to check: In the detailed list view, verify which fields are selected for export.
Resolution: Choose the fields again during export and generate a new CSV.
FAQs
What is the difference between hiring stages and pitch candidate stages in this report?
What is the difference between hiring stages and pitch candidate stages in this report?
Hiring stages are used when candidates are assigned to a job, while pitch candidate stages are used when candidates are pitched directly to a client without assigning them to a job.
How is the ratio of candidates assigned for each stage calculated?
How is the ratio of candidates assigned for each stage calculated?
The ratio of assigned is the number of candidates in the particular hiring stage for the time period selected/Total number of candidates across all hiring stages for the time period selected *100.
Can I edit which fields appear in the detailed candidate list?
Can I edit which fields appear in the detailed candidate list?
Yes. In the detailed list view that opens when you click a bar, you can click Edit Columns and select the fields you want to display, and those fields will then appear in the list.
In what formats can I export data from the Candidate Lifecycle Report?
In what formats can I export data from the Candidate Lifecycle Report?
You can export the table as a CSV file and export the bar chart as a PNG, JPG, or SVG image. You can also export detailed candidate lists as CSV files.
Conclusion:
By using the Candidate Lifecycle Report, you can gain a clear understanding of how candidates progress through your recruitment pipeline over time. Whether you're reviewing stage transitions, analyzing hiring trends, exporting data for reporting, or drilling down into individual candidate records, this report provides the insights needed to make informed recruitment decisions and optimize your hiring process.