New to Jobvite reporting? This beginner-level session covers the building blocks necessary to setting up and using key reports in Jobvite—all of which are vital to improving your ability to make strategic decisions. You’ll learn directly from a Jobvite reporting expert on ways to leverage your reporting dashboard and create standard reports. You’ll also learn how to schedule, export and filter reports after you’ve created them. We’ll wrap the session with tips on evolving your reporting strategy going forward, so you can apply data effectively to improve your recruiting efforts.

1. Jobvite Reporting 101: Laying the
Foundation with Standard Reports
Rebecca Meissner
Jobvite | Sr. Product Manager

2. Agenda
• Reports Dashboards
• Standard Reports
Scheduling Reports
Exporting to Excel
• Custom Reports
Requisition/Candidate Fields
Grouping and Filtering
• Tips and Tricks
• Questions?

3. Report Dashboards
Source Tracking
How are your jobs performing? What are your clicks to apply?
Applicant Sources
From where are your top candidates applying? Where should
your recruiters be posting your jobs?
Career Site Metrics
How many visitors are coming to your career site? How many of
those are applying?
Contact Source
Where are your contacts coming from? What are the most effective
sourcing platforms?

4. Standard Reporting
Use Jobvite standard reporting templates to track
information core to the recruiting process, such
as sourcing activity, candidate activity, job
activity, and compliance information.
Example questions answered using standard reports:
1. How many candidates do I have in each step of the workflow?
Candidate Activity Report
2. How can I get a list of all referral candidates that have accepted
offers?
Employee Referrals Report

5. Standard Reports - Scheduling
Scheduling Reports in 5 easy steps:
1. Generate a report.
2. Select “Schedule Report”
3. Set a title and select recipients
(Trick: Hiring Managers can be selected so to be kept in
the loop on requisition & candidate activity!)
4. Add a standard message to accompany your
report
5. Select “Schedule Report” and you’re done
What are the benefits?
Save time, communicate quickly, and monitor recruiting activity
consistently.

6. Standard Reports – Exporting Data
All Jobvite standard reports can be exported
to Excel so to be easily manipulated or
distributed.
To export data, select the “Export to Excel” button in
the upper left corner once a report is generated.

7. Custom Reports
Candidate Fields:
Contact information, activity logs, sources, and workflow steps
associated with ONE applicant, not a group of applicants.
Requisition Fields:
Description details, workflow counts, and internal persons
associated with ONE requisition.
Trick: When building reports first think of what you want your
“row” value to be. Start there when selecting your columns. In
most cases, they’ll be candidate names or titles of requisitions.

8. How well do you know your fields?
Is this field name associated with a candidate
or requisition field?...
Disposition
Time to Fill
Start Date
Date Interview
EEO Category
Hiring Manager
Candidate
Requisition
Candidate
Requisition
Requisition/Candidat
e
Requisition

9. Custom Reports – Filter/Group?
When should I filter?
Filters help users to cut down the number of rows
shown on a report.
Most common filters: Candidate & Requisition Status, Start
Date, Location, Created On Date
When should I group?
Grouping should be used to automatically aggregate
column information by row.
Most common grouping fields: Requisition Title, Location, Hiring
Manager Name, Source, Source Type

10. Tips & Tricks
1. Identify metrics typically asked of you from executives and
schedule reports to be delivered to them on a regular basis
so to keep them informed.
2. Customize pre-designed templates by copying their column
content into a custom report and adding additional columns
and filters.
3. Know your fields! Building custom reports will be easier if
you know what each of them means specific to your
company.
4. For difficult calculations, export data to Excel to easily add
advanced calculations.
5. Leverage dashboards to quickly get a snapshot of where
your best applicants are coming from. This will tell you
where to focus your effort when sourcing for new
candidates.

11. Questions?

12. Thank You!
Rebecca Meissner
Jobvite | Sr. Product Manager