Sample: Build a Report to Show Hiring Managers Their Candidates by Requisition

Learn from these sample report instructions.

Note: Before you begin, notice the Redo and Undo icons at the top of the screen. You can undo up to 25 actions. Also notice the Cancel report creation and Start over options available on the File menu.

Tip: Before beginning a new report, take a moment to consider the purpose of your report and to decide what you need to include to meet that purpose. This will make it easier to find the right data.

For example, for this sample we want hiring managers to easily access candidates who are a possible fit for a given requisition. For this we need candidate, hiring manager and requisition data. And we need to narrow the list of applicants for a requisition by hiring manager.

Based on these needs, one option is to start with the Candidate Status History category. This includes all of the data we need.

To create a List of Candidates by Requisition and by Hiring Manager:

1. Click Create Report on the top navigation.
2. Click Choose a Category.
3. Expand Recruiting and click Candidate Status History.
4. In the Your Report's Objects section, click Applicant Details to expand this object's fields.
5. Browse or search for Full Name and click Add this field to my report.

   Repeat this for the following fields to add them as well:

   • Applicant Details Object: Current Status
   • Requisition Details Object: Req #
   • Requisition Details Object: Job Title
6. Click the column title for Full Name and rename the field to Applicant Name, then click the check mark to save.
7. Enter hiring manager in the Fields & Data Objects Search field. Then expand the Search Results (Smart Chains) results.
8. Click Requisition Hiring Manager to expand options.
9. Browse or search for Lastname and add this field to the report.
10. Browse or search for Firstname and add this field to the report.
11. Right click on the Firstname column and select Combine with other columns.
12. Click both Firstname then Lastname in the list. Drag Firstname above Lastname (to show the name as Firstname, Lastname in the combined column.)
13. In the New column title field, click New Column and enter Hiring Manager as the name for this combined column.
14. Click Combine Now.
15. Right click Req # column and select Combine with other columns.
16. Click Req # and Job Title.
17. In the New column title field, click New Column and enter Requisition as the name for this combined column.
18. Click Combine Now.
19. In the Report Working Area, drag columns to order as desired. For example, Hiring Manager, Requisition, Applicant Name, Current Status.
20. Click the Current Status column, right-click and click Add filter on this column.
21. Click One Of and select Note One Of to change the expression.
22. Select all the statuses that indicate the candidate is no longer being considered (for example, Declined, Deleted, Screened Out).
23. Click Tools >> Filters.
24. On the Filters widget, click Define Report Audience.
25. Select Hiring Manager User from the list of values for the One Of expression.
    When this report is viewed, this filter will match the logged in user against this value and show only the rows where the active user is the hiring manager.

    TIP: If you have more than one Hiring Manager who reports to you and you want a report that shows all Hiring Managers, you can skip step 25. You may want to add a grouping on the Hiring Manager column to organize your report with one row for each Hiring Manager.

26. Click Untitled Report at the top of the screen and enter Candidates by Requisition and Hiring Manager. Click the check mark to save the name.
27. When done, click File >> Save new Report.