There are reports to help managers understand the activity of users.


Snapshots reports


Managers can filter by the users and also choose a custom time period based on the creation dates.


We show:

  • Placements
  • New job total
  • Disposition of candidates
  • New candidate total
  • Status of pipeline
  • New introduction records in pipeline
  • New attachment total
  • New attachment sent

A screenshot of our snapshot reporting. (Disposition of candidates)
 [All users]: you can search by the users.
 Calendar period: you can select the time period of your preferred report.
 [% or # ] you can select the percentage or the number of the activity divided in to graphs and each color represent an disposition. 



Overall status Reports

The overall status reports shows the numbers of weekly or monthly creations for the set time period. The grid is filterable by user, sortable and exportable.


IMPORTANT: These numbers are calculated in real time and historical data might change due to changes in data upon which these numbers are based.


Overall status numbers explained : 


  • Date: Start date of the week or month this reports has numbers for.  Weeks are calculated starting on Monday and ends on Sunday. 
  • User: Name of the users this numbers are calculated for
  • New contacts: Number of new contacts (lead, candidate and client) created by the user
  • Candidates: Number of records changed into a candidate (a record will disappear from the report if someone else changes it afterwards)
  • Clients: Number of contacts changed into a client (a record will disappear from the report if someone else changes it afterwards)
  • Jobs: Number of new jobs (counts towards who owns the job, not who actually created it)
  • Closed jobs: Number of (owned) jobs with status 'Closed' based on the last update date
  • Meetings lead: Number of new meetings with leads, creation date is used, not when the meeting takes place (if contact changes type, this number will move to a different column)
  • Meetings candidate: Number of new meetings with candidates, creation date is used, not when the meeting takes place (if contact changes type, this number will move to a different column)
  • Meetings client: Number of new meetings with clients, creation date is used, not when the meeting takes place (if contact changes type, this number will move to a different column)
  • Interviews: Number of new interviews, creation date is used, not when the interviews takes place
  • Pipeline: Number of new records in the pipeline, based on who currently owns the record, not who created it
  • Introductions: Number of introductions that have been introduced, based on the introduced date and who currently owns the record
  • Emails sent: Number of e-mails sent by the user based on his current e-mail address specified in profile settings, based on the received date
  • Emails received: Number of e-mails received by the user based on his current e-mail address specified in profile settings, based on the received date
  • Notes: Number of notes created based on the date of creation


Overall Progress Report


The overall progress reports contains the numbers generated by the pipeline progress workflow. Each individual step made in the progress workflow will show up in this report. If an introduction has moved through 3 different statuses this week, all three statuses will be counted to the numbers in their respective column.


The columns are based on the available (customizable) statuses and results for an introduction, arranged by their corresponding order in the workflow. Results are shown with a slightly darker column header.


The grid is filterable by user, sortable and exportable.


  • Date: Start date of the week or month this reports has numbers for.  Weeks are calculated starting on Monday and ends on Sunday. 
  • User: Which user owns the records being counted
  • Pipeline: Number of new introductions created in the pipeline

Exceptions :
  • Introduction: Number of introductions that have been introduced, based on the introduced date (same as Overall status)
  • Offer: Number of introductions that have been offered, based on the offered date