Candidate Source Report

A description of the Candidate Source report

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Written by Jackie Read
Updated over a week ago

This report shows Candidate source or Status statistics. It finds all Candidates created in the date range entered and shows their Source, Consultant, Shortlists, CV’s sent, Interviews, Assignments and Revenue.

To run the report:

  • Click on the report name to launch the input screen.

  • Enter the criteria for the report (mandatory fields are highlighted in red).

  • Select the required format.

  • Click Confirm to run the report.

You can Filter by:

  • Candidates (owning) Region

  • Candidates (owning) Office

  • Candidates (owning) Team

  • Candidates (owning) Consultant

  • Candidate Status

  • Candidate Source 

You can choose to Group the report presentation by:

  • Region

  • Office

  • Team 

You can Sort by (defines first sorting order):

  • Candidate

  • Source 

Then choose to sort by (defines second sorting order) the other criteria

  • Candidate

  • Source

Note: To check the Candidates owning region, office, team or consultant, look at the summary page.

Without any grouping selected, the report shows the following Graphs:

  • Candidate’s numbers by source

  • Revenue by Candidate Source

  • Assignments by Candidate Source

  • CV’s Sent by Candidate Source

  • Shortlists by Candidate Source

  • Interviews by Candidate Source 

Followed by a list of all the Candidates and their Source, Consultant, Shortlists, CV’s sent, Interviews, Assignments and Revenue.

If you choose to sort by Source then Candidate the source column will appear in alphabetical order, with the number of candidates within each source appearing in alphabetical order (including more than one occurrence of a Candidate).

If you choose to sort by Candidate then Source the Candidate column will appear in alphabetical order (including more than one occurrence of a Candidate) with the sources of the Candidate appearing in alphabetical order.

However, grouping can give you 3 different pictures of information (Region, Team and Office).

In this example, we will group by ‘Team’ and sort by ‘Source’ then ‘Candidate’. The format will show the following graphs (as above):

  • Candidate’s numbers by source

  • Revenue by Candidate Source

  • Assignments by Candidate Source

  • CV’s Sent by Candidate Source

  • Shortlists by Candidate Source

  • Interviews by Candidate Source 

And the same 6 graphs but by Team. Followed by a list of all the Candidates and their Source, Consultant, Shortlists, CV’s sent, Interviews, Assignments and Revenue for each Team and their totals.

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