Pipeline Reports

The Pipeline Report allows you to review Pipeline candidates across multiple Job Orders at one time. It allows you to see candidate names and total counts within the various stages of your placement process so you can establish priorities and review your overall progress.

Click here for more information regarding Top Echelon Recruiting Software’s Pipeline feature.

To run a new Pipeline Report:

  • Navigate to Reports in the Main Navigation Bar

  • Click the plus sign icon  to the right of the Pipeline Reports header

  • After giving your report a name, use the report builder at the top of the page to specify which Pipeline information you’d like to review
    • The report will always default to all stages for Jobs with a status of Open
    • It will also default to pull Pipelines for all Users and all Companies
    • The report will hide disqualified candidates by default, but you can check the box to the left of the “thumbs down” icon if you wish to show disqualified candidates within the report
    • The report will be set to a private status by default, but you can share the report with the other users in your firm by checking the box to “Share with Agency”
  • Click the Run Report button to populate results

  • Depending on the size of your report, it may take some time to run
    • You’ll be dropped to a loading state while the report is generating
    • You can either wait on this page, or leave and continue working within Top Echelon Recruiting Software while your report is prepared

You’ll see a new notification in the top right corner of Top Echelon Recruiting Software once your report is ready to view

    • As soon as the report is available to view, you can access it at any time from the Reports Dashboard or by clicking on the corresponding notification

  • Once your results have populated, you can toggle between the Table View, or the Table Details View

  • The Table View is a high-level overview of the Pipelines that match your report criteria
    • This view will display the number of candidates in each corresponding Pipeline stage

  • The Table Details view will display the names of the candidates is each corresponding Pipeline stage
    • Hovering your cursor over a candidate name will display a preview of that candidate’s information

Click here to learn more about exporting reports

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