Advorto Analytics can also produce complex pipeline reports. An example of a pipeline report can be seen below:
How to create a pipeline report
In Analytics, create a new report and select the Pipeline option from the report type menu.
Step 1 - Field selection
1. What do you want to count?
Pipeline reports always involve counting something, e.g. candidates, requisitions or vacancies. If you want to count requisitions or vacancies, make sure you don't select any candidate fields. If you want to count requisitions only, make sure you don't select any candidate or vacancy fields.
2. Do you want to group your pipeline by anything?
The pipeline report in the above screenshot is not grouped, but if you want each column of your pipeline report to be further broken down by another field, you need to select the field you want to group by. You can then set the pipeline chart to either show the grouping in a single stacked column or as multiple columns.
- Candidate pipeline by Gender
- Vacancy pipeline by Division
The raw data will show your grouping column as the first column in the report. Here's an example, with Gender as the grouping:
|Gender||Submitted||Passed screening||Passed interview|
You may also select multiple grouping fields and change between the different options when running your report.
3. Select the relevant state field for your pipeline column headings
You need to select one of the state fields to build a pipeline report.
- For a candidate pipeline, select States > Folder
- For requisitions, select States > Stage/Status
- For vacancies, select States > Status/Workflow
4. Optionally select any other fields required for additional filtering
If you want to add any additional filters to your report, select any other required fields. For example, you may want your pipeline to only include candidates who submitted between certain dates, vacancies in a particular location, etc.
So, you should now have selected the following fields, depending on whether you are using grouping and further filters or not:
- A state (for the pipeline columns)
- One or more grouping fields (optional - for the first column)
- One or more filtering fields (optional)
Step 2 - Configure your additional filters and grouping column names
Skip this step if you haven't configured any filters or selected a grouping field. If you do want to configure these options, see the following article:
Step 3 - Configure your pipeline report
- Field to use for row headings: If you are using a grouping field, select it here
- Can change row heading at run-time: If you have selected more than one grouping field, check this box to allow the grouping column to be changed by people running the report (via the Filter button at the bottom of the report)
- For each state grouping, graphs should show: Select Multiple columns or Single stacked column, depending on what you want your pipeline chart to show. Try both and view the report to see the difference if you're not sure what this means.
- Field to use for column headings: Select the relevant State field
Step 4 - Configure each pipeline column
For each column in your pipeline report:
- Give the column a heading
- Pick a state (e.g. a candidate folder)
- Pick whether you are counting Current, Cumulative or Both:
- Current - Candidates/Vacancies/Requisitions currently at the selected state
- Cumulative - Candidates/Vacancies/Requisitions currently which have ever been at the selected state
- Both - Both of the above - Candidates/Vacancies/Requisitions which have ever been at the selected state as well as those which are currently at the selected state
Why might I need to select more than one state for a particular pipeline column?
There are two main reasons for this:
- Creating a high level pipeline - e.g. In a candidate pipeline, you may want to create a "Screening" column, which combines the counts of multiple different screening stages
- Taking account of stages being skipped - e.g. In a candidate pipeline, if you are aware that some candidates skip the screening stage and go direct to an interview, but you want to create a "Passed screening" pipeline stage, you may want to include the counts of candidates further down the pipeline in your "Passed screening" column as those candidates may never have been in the relevant folder at all
When to use current counts in pipeline reports
In Candidate pipeline reports, we suggest always using a current count for any terminal negative folders, e.g. Regret after screening. This will ensure that you don't count candidates who were moved to these folders in error or where someone changed their mind after initially rejecting a candidate.
Also, obviously for a snapshot of the current pipeline, e.g. for a candidate pipeline snapshot, showing how many candidates are at each stage now, you'd use a current count for all pipeline columns.
Step 5 - Save your report
If you want to save your report, click the Save icon and give it a name.