Legacy Reports: Using the Candidate stats report

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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, conversion metrics can be found on the Pipeline dashboard in Visual Insights. To learn more, refer to our Pipeline 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.

The Candidate stats report is an overview of the volume of candidates that moved into the stages of your pipeline over a specified period of time. This information can be especially useful when answering questions, such as:

  • How many candidates applied to specific postings last week?
  • How many candidates have I sourced?
  • What is the general candidate funnel?

High-level summary

One of the first things you will notice on the Candidates stats overview is the high level summary.

Summary statistic tiles on the Candidate stats report

These numbers provide you with quick answers to questions, such as:

  • How many candidates did we hire?
  • Where did candidates came from (i.e. what is their origin)?
  • How many candidates are included within this report?

Candidate stats table

Underneath the summary, you will find a list of all of your pipeline stages broken down by 'New in Stage' and 'All in Stage'.

Candidate stats table

  • New in Stage refers to candidates who entered into a stage during the time period.
  • All in Stage encompasses candidates who are both new in stage and who were already existing in that stage when the time period began.

Candidates in this report

One of the powerful features in Lever's reporting suite is the ability to expose underlying data by clicking on any of the visible numbers. For example, if you were to click on a number under the 'New in Stage' column for the 'Phone Interview' stage, the Candidates in this report module underneath the stages would refresh to reflect your selection criteria.

Candidates in this report module

Filters and bookmarks

There may come a time when you will need to create a custom report in order to answer the questions listed above. You will notice at the top of the report there is a Filter module.

Filter module on Candidate stats report

Click anywhere on the filter bar to expand the module and refine your search by a specific job posting, team, candidate owner, interviewer, scheduler, status, origin, source, and or tag.

Filter module expanded with various filter fields showing

 

Date range filters are based on your local timezone, as determined by your browser. The start date begins at the beginning of the day and the end date goes until the end of that day in your timezone. Filters for statuses (e.g. stages and archive reasons) apply to when the change occurred. If a stage change or archive event happened outside the date range, it will not be captured in the report.

When you have entered in all of your selection criteria, click the Create Report button to update the report. Use the Bookmark feature to save reports that you frequently run.

CSV export (Super Admins only)

When you are ready to download the report that you have created, click on Export to spreadsheet in the upper-right corner to download a CSV file. Note that only Super Admins are able to export reports data.

Export to spreadsheet outlined above date range filter

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