Custom Reporting
With PeopleFluent Recruiting's Custom Reporting, you can analyze your recruiting data with advanced reporting tools, in addition to the reporting options available in PeopleFluent Recruiting.
The Custom Reporting tool uses Amazon QuickSight business intelligence (BI) services to analyze candidate and position data from PeopleFluent Recruiting.
- Advanced reporting data
- How to access Custom Reporting
- How to create custom reports
- How to share custom reports
Advanced Reporting Data
Custom Reporting uses data directly from your PeopleFluent Recruiting account. Data is updated nightly, so you can generate reports that are current through the previous day.
Data is organized into three data sets:
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Candidates: Current data on all candidates, including only basic information about positions they are associated with
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Positions: Current data on all positions
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All Data & Activity: All data on both candidates and positions, including how they relate and interact
Learn more about the fields available in each data set.
Events
The changes and activity Breezy records about how you work with candidates and positions are tracked as events, for reporting purposes. When working with data in Custom Reporting, all events are included — you can use filters to group data by the criteria you need, so the information or changes you’re examining are summarized correctly.
The following events are currently recorded:
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Candidate Added
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Candidate Status Updated
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Position Added
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Questionnaire Response
Filters
You can use filters to include or exclude events and data, to refine your reports as needed. Filters are useful for grouping basic candidate and position data, but are essential for refining subsets of activity data, such as filtering for Candidate Added events within a specific date range. View available fields.
How to Access Custom Reporting
Users with permissions for Custom Reporting can access it from their Reports view.
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Click Custom Reports in the left sidebar.
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A new browser tab or window will open to your Custom Reporting view.
Note: Permission for advanced reporting is managed separately from user permissions inside Breezy. Check with your Admin if you need access to Custom Reporting.
Creating Custom Reports
You can use candidate, position, and activity data to generate reports or “visuals”.
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Click Custom Reports in the left sidebar.
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Click Analyses in the left sidebar.
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Click New analysis in the top-right corner.
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Select a data set: Candidates, Positions, or All Data & Activity.
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Click the Visualize button (chart) in the left sidebar and choose the fields and report type to display.
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Click the Filter button (funnel) in the left sidebar and select options to refine the data for grouping.
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Use the options in the left sidebar to refine the data and appearance of your report.
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Enter a name for your analysis in the text box near the top of the window.
Unless you set Autosave to Off, your changes will be saved and your report will be available on your Analyses view.
Learn more about creating visuals in Amazon QuickSight.
Sharing Custom Reports
You can share your analyses or visuals with your team in a number of ways:
Custom Reporting Data Fields
Data from the PeopleFluent Recruiting fields listed below is available for use with custom reporting.
Candidate Data Set
Table: Candidate Data Set Fields for Use in Custom Reports
| Field | Format | Definition | Example |
| Acting User ID | alphanumeric | unique id for user that actioned the candidate | 43f85934a9a |
| Acting User Name | text | name of user that added the candidate | Michael Scott |
| Candidate Added Date | calendar date | date candidate applied/was added to the position | Oct 3, 2020 |
| Candidate Name | text | name of candidate | Jim Halpert |
| candidateID | alphanumeric | unique id of candidate | 123a34232u7 |
| CF - Text | text | candidate level custom field | CF: Preferred Location = Scranton |
| CF - # | numeric | candidate level numeric custom field | CF: Salary = $40000 |
| Created by | text | user that created the position | Michael Scott |
| Current Stage | text | stage candidate is currently sitting in | Interviewing |
| # Days to Disqualify | numeric | number of days from candidate added date to disqualified | 5.6 |
| # Days to Hire | numeric | number of days from candidate added date to hired | 22.5 |
| Department Name | text | department name listed in position settings | Customer Success |
| Disability Status | true/false/unspecified | OFCCP information candidate provided during application | unspecified |
| dispositionReason | text | disposition reason user selected once candidate was moved to disqualify | Doesn't meet minimum qualifications |
| Ethnicity | text | EEOC information candidate provided during application | white |
| Gender | text | EEOC information candidate provided during application | female |
| # isPool? | bit | if position select is a pool, 1=true, 0=false | 0 |
| Job Category | text | category selected for position in settings | Customer Service |
| Job Create Date | calendar date | date position was created | Aug 8, 2021 |
| Job ID | alphanumeric | unique id of position | 90dy12312n8 |
| Job Location | text | position location | Jacksonville, FL |
| Job Status | text | status of position [draft, active, archived, closed] | closed |
| Job Title | text | position title | Customer Success Manager |
| Recruiter | text | external recruiter that submitted candidate | Toby Flenderson |
| Recruiter ID | alphanumeric | unique id of recruiter | 4d239eed90 |
| Referrer | text | internal employee that submitted candidate via employee portal | Dwight Schrute |
| Referrer ID | alphanumeric | unique id of referrer | a09e3fhg98a |
| Requisition ID | alphanumeric | internal ID given to position | ACCT 345 |
| Score | numeric | average of score for candidate's Scorecard | 8.8 |
| Source ID | alphanumeric | unique ID of candidate source | |
| Source Name | text | candidate source | |
| Veteran Status | true/false/unspecified | OFCCP information candidate provided during application | false |
Position Data Set
Table: Position Dataset Fields for Use in Custom Reports
| Field | Format | Definition | Example |
| Acting User ID | alphanumeric | unique id for user that created the position | 43f85934a9a |
| CF - Text | text | position level custom field | CF: Preferred Location = Scranton |
| CF - # | numeric | position level numeric custom field | CF: Budget = $80000 |
| Created by | text | name of user that created the position | Michael Scott |
| Department Name | text | department name listed in position settings | Customer Success |
| isPool? | bit | if position select is a pool, 1=true, 0=false | 0 |
| Job Category | text | category selected in position settings | Customer Service |
| Job Create Date | calendar date | date position was created | Aug 8, 2021 |
| Job ID | alphanumeric | unique id of position | 90dy12312n8 |
| Job Location | text | location of position | Jacksonville, FL |
| Job Status | text | status of position [draft, active, archived, closed] | closed |
| Job Title | text | title of position | Customer Success Manager |
| Requisition ID | alphanumeric | internal ID given to position | ACCT 345 |
All Data & Activity Dataset
Table: Position Dataset Fields for Use in Custom Reports
| Field | Format | Definition | Example |
| Acting User ID | alphanumeric | unique id for user that actioned the event | 43f85934a9a |
| Acting User Name | text | name of user that actioned the event | Michael Scott |
| Candidate Added Date | calendar date | date candidate applied/was added to the position | Mar 3, 2021 |
| Candidate Name | text | name of candidate | Jim Halpert |
| candidateid | alphanumeric | unique id of candidate | 123a34232u7 |
| CF - Text | text | candidate & position level custom field | CF: Candidate Preferred Location = Scranton |
| CF - # | numeric | candidate & Position level numeric custom field | CF: Position Budget = $80000 |
| Created by | text | user that created the candidate profile | Michael Scott |
| Current Stage | text | stage candidate is currently sitting in | Interviewing |
| # Days to Disqualify | numeric | number of days from candidate added date to disqualified | 8.8 |
| # Days to Hire | numeric | number of days from candidate added date to hired | 22.5 |
| Department Name | text | department name listed in position settings | Customer Success |
| Disability Status | true/false/unspecified | OFCCP information candidate provided during application | false |
| Disposition Reason | text | disposition reason user selected once candidate was moved to disqualify | Doesn't meet minimum qualifications |
| Ethnicity | text | EEOC information candidate provided during application | asian |
| Event Date | calendar date | date of which selected event occurred | Dec 14, 2020 |
| Event Name | text | Four event types: Candidate Added, Candidate Status Updated, Position Added, Questionnaire Response | Candidate Added |
| Gender | text | EEOC information candidate provided during application | female |
| isPool? | bit | if position select is a pool, 1=true, 0=false | 0 |
| Job Category | text | category selected for position in settings | Customer Service |
| Job Create Date | calendar date | date position was created | Aug 8, 2021 |
| Job ID | alphanumeric | unique ID of position | 90dy12312n8 |
| Job Location | text | position location | Jacksonville, FL |
| Job Status | text | status of position [draft, active, archived, closed] | closed |
| Job Title | text | title of position | Customer Success Manager |
| Previous Stage ID | alphanumeric | unique id for stage candidate was previously in | applied |
| Previous Stage Name | text | stage candidate was in, before the selected “event name” occurred | Applied |
| Question Response | text | candidate responses to selected questionnaire question | Yes, I'm willing to relocate. |
| Question Text | text | text of question created by user in questionnaire | Are you willing to relocate for this position? |
| Questionnaire Name | text | name of user created questionnaire | Pre-box questions |
| Recruiter | text | external recruiter that submitted candidate | Toby Flenderson |
| Recruiter ID | alphanumeric | unique ID of external recruiter that submitted the candidate | 4d239eed90 |
| Referrer | text | internal employee that submitted candidate via employee portal | Dwight Schrute |
| Referrer ID | alphanumeric | unique ID of referrer | a09e3fhg98a |
| Requisition ID | alphanumeric | internal ID given to position | ACCT 345 |
| Score | numeric | average of Scorecard score of candidate | 8.8 |
| Section Name | text | name of section in user created questionnaire | Intro |
| Source ID | alphanumeric | unique ID for source | |
| Source Name | text | candidate source | |
| Stage ID | alphanumeric | unique id for pipeline stage | hired |
| Stage Name | text | stage candidate was in, when the selected “event name” occurred | Hired |
| Veteran Status | true/false/unspecified | OFCCP information candidate provided during application | false |
