How To Create an Application Source Report using Ad-Hoc Reporting

Ad-hoc reports is a tool in TribeHR that you can use to create customized reports.

  • To create an application source report using the ad-hoc reporting tool, navigate to Reports tab and go to Ad-Hoc Reports. Here you will find saved ad-hoc reports (if any). 
  • To create a new report, click New Report.

  • From the drop down menu, select which record you wish to pull the report from.  For an application source report, select Application on the Record field.
  • Click Continue to move to the next screen.

  • In the Choose Your Content section, click on the fields you wish to view in the report. For the Application Source report the most useful columns are:
    • Application >First Name 
    • Application > Last Name
    • Application > Email
    • Application > Status
    • Application > Source
    • Application > Referrer
    • Application > Campaign
    • Job Posting >  Title 
    • Stage > Name
  • Source – refers to how the user applied (via hosted job board, email or Indeed Apply)
  • Referrer – if the candidate applied through the job board or via Indeed Apply, this column refers to the page that the user was before they were at the job board
  • Campaign - if you have set up a custom campaign via campaign tags,  the tag will show up in this column
  • Name – refers to which hiring stage the applicant is as of the moment you have created the report.

For more information on how these work, check out our article on applicant tracking sources.

  • If you wish for the Stage column to reflect if a user has been hired or not, you can create a hiring stage to reflect this status. 
  • Click Next Step to move to the next section.

 

  • In the Filter Result section, you can filter the results of your report depending on the parameters that you select.
  • Click Add a New Filter, to create a new filter.
  • Using the radio buttons you can select if you want the report to filter records that match all of the criteria or filter records that match any of the criteria.
  • Click Next Step to move to the next section.

  • In the Sort Results section, select the columns you wish to sort the report by. 
  • Click Next Step to move to the next section. 

  • In the Choose Output section, create a Report Name, select the checkbox if you want a line to display the total number of records,select the Output Format (Excel or HTML) and Style (Simple or Styled).
  • Click Preview Report, to view a preview of your report. If you need to edit anything further you can use the previous step button to go through the previous sections and edit your report.
  • Once you are satisfied with the report you have created, click Save Report. This will save it to your Ad-Hoc Reports library, so you can access it in the future. 

Still have questions about adding tracking applicant sources in TribeHR? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

Comments

Powered by Zendesk