Recruitment reporting - email download and watchdogs
We know that sometimes you'll want to download reports in a CSV/excel format so you can really crunch some data, or forward on within the business.
Within idibu we have an extensive range of reports you can download by emailing them to yourself or a colleague. You can even set these up as watchdogs, so they are automatically emailed to you at the frequency of your choosing.
We've detailed below how to access the reporting and generate both the reports and watchdogs. Want more detail re the reports available? Click this link for a full breakdown of each report plus a downloadable example!
Can't access the reports area? - Contact your company's idibu account administrator to discuss further.
Email reporting - download to excel
1. Click 'Settings' then 'Insights and reports'
2. Click 'Email reporting' then 'Download reports' in the bar on the right
3. Click the drop down labelled 'Select report type'....
...and click on the type of report you require
4. You can then select the report(s) you require from the drop down list under 'Select report(s)'
5. Next you can select the date range, users, and job boards as applicable
6. Your email address will automatically be populated in the 'Send report(s) to' field, but you can insert an alternative email if required. When you have finished, simply click 'Download report'
1. When you have clicked 'Email reporting' in step 2 above, this time click 'Create watchdog'
2. Name your watchdog in the field at the top, then follow the same steps as above with each of the drop downs.
3. At the last stage set your watchdog frequency by clicking the drop down list under 'Send report(s) every'
4. When you are happy with everything, click 'Save watchdog'
Top tip! Want to see a breakdown of activity by ATS stage? Download the 'Aptrack Status Analysis' report from within the 'Activity' selection.