Legacy Reports: Using Offer reports

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Available for Roles Super Admin, Admin
Permissions Cannot be accessed by users assigned to custom roles
Packages Lever Basic, LeverTRM, LeverTRM for Enterprise

 

Following the successful launch of Visual Insights a year ago, we are announcing the deprecation of Legacy Reporting. As of October 2023, new users to Lever will not have access to Legacy Reporting. Legacy Reporting will be removed from Lever for current users with next year's Fall Release, targeted for November 2024. 

Visual Insights will become the default (and only) reporting experience within the Lever platform. If you’re unfamiliar, Visual Insights is a series of ready-to–use dashboards, built from customer feedback and industry best practices. 

Check out this article regarding the transition from Legacy Reporting to Visual Insights. Specifically, offer metrics can be found on the Offers dashboard in Visual Insights. To learn more, refer to our Offers dashboard help article.

If you have any questions or concerns about this upcoming change, please feel free to reach out to your Customer Success Manager or submit a request for assistance.

How many offers has our team extended in the past quarter? How many offers get revised before they are finalized and signed? And how many open offers do we have out to candidates?

All of these questions, and many more, can be answered through Lever's Offers Report.

Legacy Offers report

Within the Offers Report, you will see a number of the most essential data points about a candidate’s offer, including:

  • Basic candidate info (Name, Owner, Job title)
  • Offer status (Started, Sent, Opened, or Signed)
  • Revisions (The number of times that the offer has been edited by a member of your team)
  • Start date
  • Salary amount
  • Equity amount 
  • Equity type (ISO, NSO, RSU, ESOP, or Other)
  • Created on (Date that the offer was created)

Not only can you view all of these fields within the Offers Report, but you can also sort all candidates by any of these fields by clicking on the field header. 

To navigate to the Offers Report, navigate to Reports via the platform header and select the 'Offers' report from the report menu.

Legacy Offers report with arrow pointing to 'Offers' in report menu

Once you have load the report, you can filter it by a specific date range.

Legacy Offers report with arrow pointing to date range filter

Lever tracks each and every time that an offer is revised and exposes this data within the 'Revisions' column of the report. You can even click on any of these column headers to sort your candidate data by this field.

Legacy Offers report with arrow pointing to Revision column

Lever’s Offers Report makes it easy to track all of your data about the offers your team is generating in the app to ensure that you have the data you need to make actionable decisions and close the best candidates.

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