Reports

Introduction

Unatrix provides a built-in set of reports designed specifically for staffing businesses. They cover quantitative and qualitative data regarding recruitment and sales processes. While standard reports can only be edited, custom reports can be added multiple times.

The access to each report must be granted through the permission groups in order to be visible for a user. Most of these reports can be configured according to your needs. Each report can be named individually. When a configuration allows multiple selections, you can achieve that by holding the ctrl or cmd (for Mac) on your keyboard. Some reports allow you to define the order of the columns, you can achieve that by drag & drop on the corresponding 4 arrow-icons. Reports are exported in CSV format. When using a client as Excel, please make sure that you open the file using UTF-8 encoding.

Interview report

Lists detailed information of all interviews conducted within a specified time period. When executing this report, you can define the date range of the interviews you want to export.

Select the candidate information you want to export for each interview and define the order.

Recruit report 1

Displays profiles and the timeline of their recruitment statuses. Allows to monitor the time spent between the different stages of the recruitment process. Can be used to analyse the performance of recruiters. When executing this report, you can scope for specific statuses that were added to profiles within a date range. The current status of candidates doesn't matter in this report.

Select the profile status used to indicate the first contact with a candidate.

Recruit report 2

Displays profiles and the timeline of their recruitment statuses. Allows to monitor the time spent between the different stages of the recruitment process. Can be used to analyse the performance of recruiters. When executing this report, you can scope for specific statuses that were added to profiles within a date range. The current status of the candidate has to remain the same as the one selected to be displayed in this report.

Recruit report 3

Displays the weekly performance of recruiters and the outcome of their actions. The amount of candidates contacted, interviews organised and linked customer meetings are shown for each recruiter. When executing this report, you can select a week as the date range for which you want to measure the performance.

• Permission groups - Choose the permission groups of the users you want to include in the report.
• Status - Select the profile status used to indicate the first contact with a candidate.
• Action - Select the action used for a qualification meeting.
• Validities (Linked) - Select the validities of the qualification meeting that should be counted as linked.
• Validities (Won) - Select the validities of the qualification meeting that should be counted as won.

Action report 1/2

Shows detailed information related to a specific action added to profiles within a date range, such as qualification meetings or direct hirings. Action report 1 and 2 operate in the same way, but each of them can be linked to a different action, thus creating two distinct reports. When executing this report, you can select a date range and define if it should include active, inactive or all profiles.

• Profiles categories - Choose the profile categories to be included in your report.
• Action - Select the action upon which the report should be based.
• Validity - Define which action validities should be included.
• Report columns - Check the desired candidate information and define its order in the export.

HRWR report

Displays the weekly performance of recruiters and the outcome of their actions. The amount of candidates contacted, interviews organised and linked hirings are shown for each recruiter. When executing this report, you can select a week as the date range for which you want to measure the performance.

• User (1st field) - Select the users you want to include in the report.
• User (2nd field) - Pick the general HR Manager.
• Sources - Select the sources used for CVs that are received, as opposed to CVs sourced.
• Status - Select the status used when a profile gets hired.
• Action - Select the action used for direct hirings.

Sales report 1

Displays the performance of salespeople within a date range. The amount of profiles processed, needs and customer contacts added are shown for each sales person. When executing this report, you can select the date range in which you want to measure the performance.

• Profile categories - Choose the profile categories to include in the report.
• Actions - Select the relevant sales actions to include.
• Need statuses - Choose the needs statuses to include.

Sales report 2

Displays the performance of salespeople within a date range. The amount of relevant sales actions are shown for each sales person. When executing this report, you can select the date range for which you want to measure the performance. You will be able to select the user to be displayed, the group options will include the subordinates of this user.

• Actions - Select the relevant sales actions and validities to include.

Assignment report

Displays detailed information related to project assignments of profiles.

• Validities - Select which assignment validities should be included.
• Report columns - Select the information that should be displayed for each assignment and define its order in the export.

KPI report

Displays the weekly performance of salespeople. The amount of interviews taken, needs added and sales actions performed are shown for each sales person. When executing this report, you can select a week as the date range for which you want to measure the performance.

• Permission groups - Choose which users should be included by picking their permission groups.
• Report columns - Select for which process you want to display the amounts.

Actions detailed report

Displays detailed information about sales actions of your team within a selected date range. When executing this report, you can select the date range of the actions you want to export.

• Actions - Select sales actions that should be considered.
• Report columns - Select the information that should be displayed for each sales action and define its order in the export.

Custom profile report

Displays detailed information of profiles and actions taken with them.

• Status - Select the profile categories and activity that should be scoped.
• Actions - Select the actions and validities that should be displayed for profiles. You may also include the descriptions of these actions.

Custom need report

Displays detailed information about customer needs and actions taken to respond.

• Status - You may choose the activities of needs you want to include.
• Customer columns - Select the customer information to display for the needs.
• Actions - Select the actions and validities that should be displayed for the needs. You may also include the descriptions of these actions.

Custom customer report

Displays detailed information about all customer contacts and actions taken with them.

• Permissions - You may limit the content of the report to the permissions of the user executing the export or allow to export all information.
• Customer columns - Select the information that should be displayed for each contact and define its order in the export.
• Actions - Select the actions and validities that should be displayed for the customers. You may also include the descriptions of these actions.