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Reporting Tab
Most of your reports can be found in the Reporting dropdown at the top of your page. This should be your first stop when searching for reports in Loxo.
Please note: All Report filters are now able to be bookmarked to save for future reference - simply set the filters how you'd like and bookmark the report's URL in Chrome for future access.
Main Activity Types
This report shows all activity that takes place within Loxo. Think about the candidate’s event stream with all of the activity you log like interviews, rejections, hires, etc., this report represents all of that activity.
It is important to note that if you add a candidate to the submitted column then click to submit to client via email it will show as submitted twice, you would also see two submitted events logged on their event stream as well
Export the report to get the details, who the activity is tied to, which job, date/time, any specific notes tied to the activity
This report is very similar to the Workflow/Pipeline report, but with a different view and more filtering options.
To filter by desired parameters, use the two checkboxes in the left hand corner of the report. The black one on the left is the one that controls selecting all of the data below it, in this case users. The rainbow box controls selecting all the activity types in the row to the right of it.
If you want to filter and only view certain parameters, say you only want to view one or two employees and how many interviews and submitted activities they had you would click on both the black box (this will deselect all names below it) and the rainbow box (this will deselect all the activities):
Once you have deselected everything you can individually select the parameters you want to see by clicking the checkbox to the right of the parameter. In this example I filtered by two employees, Dan and Denton, and two activity types, Submitted and Interview:
Activities
Very similar to the Workflow/Pipeline and Main Activity Types reports except this shows the subcategories of the hiring pipeline that your company has customized
For example, if you have a main Interview column but you have a subcategory for Phone Screen, Onsite 1, Onsite 2 - this report allows you to break down each of those subcategories.
*Filtering by certain parameters in this report functions the same as the Main Activities report, please see above section to learn how to filter this report to your specific needs!
Job Workflow
The is a large report so you need to start by applying filters to narrow your search to certain owners, jobs, or stages
This report is available for all active jobs
You can see list of candidates by job and their full history in the job pipeline - you can see which stage the candidates are currently in, the date they were moved there, and when they were moved into any of the other previous stages.
This report is designed for printing which means it is not exportable and you can’t customize the time frame
Candidate Pipeline
This report shows candidates that are currently in the hiring pipeline
Filtering by employee shows activity tracked by the employee who first tied the candidate to that job, not necessarily who moved performed each activity
This report is useful for teams who split recruiting responsibilities among team members and want to track activity by whoever sourced that candidate
Candidate Funnel
Use this report to see how many people make it to each stage from the previous or from the beginning all the way to Hired
On the left hand side check/uncheck the boxes to see your percentages change. The percentages shown are based on the previous stage. For example, if you Source 100 people and 50 are contacted that means your Contacted percent is 50%. If you uncheck Contacted you could see the percent of people who made it from Sourced to Submitted
Filter by date to see when the candidates were moved or Employee to see who moved that candidate
This report is not based on the number of actions taken, rather it is based on candidates in the pipeline. For example, even if you interviewed someone 5 times, they will only be counted once in this report
Call Analytics
Based on Loxo Power Calling features (calls that are made through Loxo’s calling system_
Filter by the number of calls or the duration of calls
Export the Call Log to get the details of the call including who the call was made to
Bookings
This is pulled directly from the placement cards that you complete when you place someone in the hired column of the job pipeline
Filter by value (green line) or booking number (blue dot)
Sources
Pulls from Sourced column on the People tab to show where your candidates are coming from
Helps you determine where to invest resources moving forward based on the most successful sources
It does not differentiate if you pull data using the Loxo or Daedalus extensions. In these cases the source will show as manual
Job Order
List of jobs and details
This is useful if you customize your job statuses in settings so you can see what is active, inactive, closed, won, lost, etc
Use this report to see how long a job has been open or run a report on Closed Lost jobs to see where your team has room to grow
Sales
Pulls directly from the Deals tab
Pending is everything that is not in the Booked column of the deals pipeline
Time to Fill
Shows how long it takes to fill a job
Note: You can edit the open date and filled date from the job itself
The Date Filled is when a person in put in the hired column
For Time to Fill currently, the logic is the time from job creation (created date can be found in the job > edit > advanced)
1. If the job has a filled date in its settings we use this: created date to filled date
2. If there is no fill date in the job's settings, the system looks at all candidates in this job in the Placed/ Hired stage and identifies the first placement activity of all those candidates and counts that as the filled date against the creation date to calculate the time to fill!
Candidate Count
The count for each job stage represents the number of people who had events under that stage during the given time period
Unlike the Activities report, it is not counting the number of actions in each stage, rather the number of people who passed through that stage. This means no duplicates or double counting people in a stage, but rather seeing how many people started in the job and how many made it all the way to Hired
Filter by Job, Job Type, Job Stage, Company, Company Type, and Date Range to really narrow down how each of your jobs progressed people through the pipeline
Recruiter Performance Report
This report shows the number of candidates each recruiter has moved to the listed job stages during the selected period of time.
It allows you to track the number of candidates moved to Sourced, Submitted, Interview, and Hired by each team member as well as the percentage conversion. It is tracked based on the team member who moved them.
The percentage between each stage is based on the previous stage. So for example it tracks the people who made it to Submitted from Sourced and the people who made it to Hired from Interview.
Filter by multiple categories at once using the filter button such as job status, job tag, job type, company type, company, and job.
Note: If these numbers look strange it may be because of the order of your customized pipeline. As industry standard we recommend putting Submitted before Interview. If you would like us to change the order of your pipeline to reflect better in this report or if you have any questions on which stages are counted based on you custom pipeline please reach out to support@loxo.co!
Exporting Reports:
To export your reports click the Export button on the top right-hand corner to receive an editable CSV file. If the "Export Detailed" option is available for the report, you will receive additional details like Candidate Name, Date, Notes, etc, otherwise, the other "Export" option will give you the report counts.
Remember, if you are working in the system you can always roll your mouse over the Question icon to see a short description of the report and how it is used.
Leaderboard
This new report now offers admins the ability to generate a report based on who originally sourced the candidate for that job to ensure the proper tracking of placements and who they are credited to!
Users can set this report to one of the three options:
Credit Sourcing Recruiter (the one who originally sourced the now placed candidate)
Credit All Involved Recruiters (both the recruiter who sourced and the one who made the hiring activity)
Credit Owners (credits the owner of that candidate in Loxo)
To learn more about the reports and customizing them please reach out to support, support@loxo.co
The video version of the weekly Reporting webinar is here: