Whether you're new to Loxo or taking a look at your reporting for the first time, you'll have access to our standardized set of default reports from your Reports Dashboard. These reports can be further customized and used to present data in a bar graph, line graphs, pie chart, or numeric counts format, depending on what kind of overview you're looking for.
Activity Reports specifically are useful for tracking the events that are logged automatically and manually as you're working in your Loxo database. Need quick insight into how many calls are being made? Check! Curious about how many interviews are being scheduled? We got you covered on that and so much more!
Note: You must have admin access to your account to edit or create new reports. Account admins can share access to Reports using Groups.
This article explains our Activity Reports and how these can be built to help track key KPIs in Loxo. You can also check out the video tutorial below on how to set up a new Activity Report.
View Default Reports
Default Reports can be found in your Reports Dashboard.
To access Reports in Loxo, use your navigation bar on the left. Click on the bar chart icon to access Reports.
Choose the list icon in the upper right.
Use the search bar to find a specific report or use keywords to see what reports exist.
Alternatively, you can switch to the Reports tab at the top and find the one you're seeking.
Activities by Owner
The Activities by Owner report shows which activities or events have been completed by each member of your team.
The default view displays a bar graph showing each team member, along with their activities across the jobs they're working.
Activities by Owner is set to display activities within the past month by default, but you can modify the date range and add additional filters to specify things like the activity type and specific team members.
Activities by Owner is a great way to track KPIs for individual team members.
Calls Made
The Calls Made report shows the number of calls that a recruiter has made during the month.
The Calls Made report is useful in tracking phone activity across your team and for individual team members.
Choose the Summary View to show the number of different calls your team is making.
Choose the Detailed View to see how long those calls have been and other call-specific data.
Note: you must have a native VOIP (RingCentral or Twilio) integration to utilize Call Reports effectively.
Related Topics
Reporting: a collection of related content