Note: Custom Excel reports are part of Classic Reports. To view Classic Reports, click the Insights tab in your top navigation bar, and then click the View Classic Reports button in the top-right corner of the Account Insights page.
You can create, customize, and run your own Excel reports from Classic Reports.
1. Click the Reports tab.
2. Click Create New Report.
3. Select the type of report you want to create from the Report Type drop-down. You can create a customized version of any of these reports:
- Applicant Detail: shows the job name, application date, most recent hiring step, name, email, and phone number associated with each of your applicants.
- Hired Applicant Detail: shows the application date, hire date, start date, and days to fill the position for all hired applicants.
- Job Detail: shows the job name, city, state, and zip code where it's posted, job posting status, number of applications, and number of hired applicants for each of your jobs.
- Job Pipeline: shows the job name, number of applications, and number of applicants in each step of the hiring process across all of your jobs.
- Applicant Prescreen Detail: shows the job name, application date, name, email, and phone number associated with each of your applicants.
- Scorecard Detail: shows the job name, application date, applicant name, email, and phone number, who completed the scorecard, when the scorecard was completed, and applicants' answers to each question across the selected interview scorecards.
- If you choose the Scorecard Detail report, you must select which interview scorecards to include questions from. You can include as many scorecards as you want.
- Source Analysis: shows the job name, total clicks, total applicants, and clicks, applicants, and hires across 3 major job boards (Indeed, Glassdoor, and ZipRecruiter) for each of your jobs.
- User Activity: shows the name, user role, number of sign ins, last seen date, number of applicant updates, and number of applicant invites for each user in your account.
- EEOC, OFCCP, Job Pipeline, or Scorecard Detail: these are specialized reports only available for certain CareerPlug accounts. Contact us to enable these reports.
4. Enter your email address (and any others you want) in the Delivery Address(es) field.
5. Click the Create Report button.
6. Add any data fields you'd like to include in your report from the left sidebar by clicking the table icon (left).
7. Add any data filters you'd like to include in your report from the left sidebar by clicking the filter icon (right).
8. Remove any data fields you don't want to include in your report by clicking the "X" on the right side of the cell.
9. Configure the Activity Range (if necessary). This is the period during which you're looking for activity to be reported.
10. Enter a Report Name.
11. Click any of the days under Run Weekly On on which you want a report generated (if wanting the report to be recurring). Select as many as you'd like.
12. Click the Save and Run Report button to generate the report.
Your report will be saved so you may edit and run it again at a later time if you wish.
Note: Custom reports will be sent to whichever email address(es) you specified when running the report. Reports do not download automatically and cannot be downloaded directly from CareerPlug.
Editing custom Excel reports
Once created, you can easily edit any of your custom reports in Classic Reports.
1. Click on your Reports tab.
2. Locate the report you wish to edit and click the Edit link next to it.
3. Configure the report according to your needs.
4. Click the Save and Run Report button if you would like the report to be updated and emailed to you immediately.
5. Click the Save Report button to simply update the report.