Advanced Reports (Beta)
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Advanced Reports (Beta)

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Article summary

Important

This feature is currently in Beta. You may expect updates, and changes to accessibility or pricing as we refine and enhance it.

We value your patience and welcome any feedback you may have. Thank you for being an early adopter!

Important

This can only be accessed by an Admin or an authorized user.

Important

The Reports features must be enabled to access the Reports menu. Refer to this article for more information.

Note

The data in the Advanced Reports feature gets updated every six hours.

Note

For the best experience, we recommend using the Advanced Report feature on a desktop.

Advanced Reports allow you to dive deep into your recruitment data. Access a variety of predefined reports in the form of tables and visualizations, or create unique custom reports using our powerful report builder tool.

Access the Custom Reports

  1. Head to the following page. Alternatively, click on "Reports" from your side menu and click on the “Try now” button on the banner at the top of the page.
    Home.png

Trynow.png

  1. On the Advanced Reports page, your dashboards will be displayed on the left, and the reports within the currently open dashboard will be shown on the right.
    Default.png

Dashboards and Reports

  1. Dashboard: A dashboard is a special view made up of multiple sections, or cells, where individual reports can be placed.
  2. Report: A report is a single set of data presented as a chart, table, or metric.

Creating a new dashboard

  • To create a new dashboard, click on the “+ Create new dashboard” button at the bottom left of the page.
    create report.png
  • Fill in the name of the dashboard.
    Fill_in_name.png
  • Click the "Continue" button.
    Advanced-Reports.png

Editing an existing dashboard

Editing the layout

  1. Adding rows and cells
    1. To add a new row, click on “Add Row” at the bottom of the dashboard.
      Advanced-Reports 2.png
    2. To add a cell in a row, hover over the empty space to the right of the first cell in the row, and an option to “Add Cell to Row” will illuminate. Click on it and a new cell will be added.
      Advanced-Reports 3.png
Important

A dashboard can have up to 5 rows and a row can have up to 4 cells.

  1. Resizing cells and rows
    1. To resize cells or rows, hover over the space between the cells or rows, and the coursor will change, indicating resizing is possible. Then drag it to achieve the desired width or height.
      Advanced-Reports 4.png

Editing the dashboard

  1. Adding reports to the dashboard

    1. To add a report from the reports library:
      1. Pick an empty cell where you’d like to add the report to and click on the “Select from library" button.
        Advanced-Reports 5.png
      2. Select the report you’d like to add from the reports library.
        Advanced-Reports 6.png
      3. Click on “Add to Dashboard" button.
        Advanced-Reports 7.png
    2. To add a custom report:
      1. Pick a cell you’d like to add the report to.
        Advanced-Reports 8.png
      2. Click on “+ Create new report”.
        Advanced-Reports 9.png
      3. Build the report. (Learn more in the report builder guide below).
      4. Click the "Save" button.
        Advanced-Reports 10.png
  2. Saving reports to the Reports library

    1. Create a custom report in the Reports library
      1. Open the report library by clicking on the “Select from library button” on any cell.
        Advanced-Reports 1.png
      2. Click on the “Create New” button at the bottom left of the Reports library window.
        Advanced-Reports 2.png
      3. Craft the report. (Learn more in the report builder guide below).
      4. Click on “Add to Library Button” at the bottom right of the report builder.
        Advanced-Reports 3.png
    2. Save an existing report from the dashboard to the library. For that:
      1. Click on the 3 dots next to the report that you want to save.
        Advanced-Reports 4.png
      2. Click on the “Add to library” option in the dropdown menu.
        Advanced-Reports 5.png
      3. Click “Confirm” in the confirmation window.
        Advanced-Reports 6.png
  3. Deleting reports
    You can delete reports from the Reports library and from the dashboard.

    1. Click on the 3 dots next to the report you want to delete.
      Advanced-Reports 4.png
    2. Click on the “Remove” option in the dropdown menu.
      Advanced-Reports 7.png
    3. Click “Delete” in the confirmation window.
      Advanced-Reports 8.png
  4. Adding gobal dashboard filters

    1. Click on “Add Filter” button at the top of the dashboard.
      Advanced-Reports 10.png
    2. Click on “+ New dashboard filter”.
      Advanced-Reports 11.png
    3. Fill out the title, select the datasets, the filter type, and fields.
      Advanced-Reports 12.png
    4. Click "Confirm" to add the filter and the filter will be shown on the dashboard filters window.
      Advanced-Reports 13.png
      Advanced-Reports 14.png
    5. Click outside the window and the filter will be available at the top left corner of the dashboard.
      Advanced-Reports 15.png
  5. Adding local dashboard filters

    1. Click on the 3 dots next to the report that you want to filter.
      Advanced-Reports.png
    2. Click on the “Add local filters” option in the dropdown menu.
      Advanced-Reports.png
    3. Click on "New Filter" field. Then fill out the title, select the filter type and fields.
      Advanced-Reports.png
      Advanced-Reports.png
    4. Click "Confirm" to add the filter and the filter will be shown on the dashboard filters window.
      Advanced-Reports.png
      Advanced-Reports.png
    5. The filter will appear as a small icon at the top right corner of the report. Click the icon to interact with the filter.
      Advanced-Reports.png

Resetting the dashboard

To reset the dashboard to its default state, click the reset button at the top right corner of the dashboard. This action will also apply any new updates made by the Manatal team to the default dashboard and report library.

Creating a Custom Report (Report builder guide)

Accessing the report builder

As mentioned above, there are 2 ways to access the custom report builder:

  1. Via an empty cell on the dashboard.
  2. Via the Reports library.

Selecting the dataset

To determine which report you need, start by understanding the data you want to aggregate and how many dimensions you plan to include.

For a clearer understanding of the available data and dimensions, please review the data schema provided for this feature. You can find it here

Selecting the report type

Once you have a clear idea of the data you want to utilize, you need to select a suitable report type. Here is a general guide outlining various report types:

Generic typeSpecific Report TypeReport ComplexityDescription
Raw dataBasic tableRawNot aggregations applies, Results will exactly as they in the database.
Single metricSingle Metric, ProgressLightSimple metric report.
ChartColumn chart, Bar chart, Area chart, Line chart, Scatter chart, Pie chart, Combo chart, Country mapAverageAllows to aggregate metrics along dimensions. Number of metrics and dimensions are limited to flexibility of a specific chart. The settings for all charts are very similar.
Pivot tablePivot tableComplexPivot table has the most powerful options and allows for complex multimetric and multidimensional aggregations.
Info

Understanding which report type you need can sometimes be challenging. As a rule of thumb, it's recommended to start building with a column chart and then make adjustments as needed.

Primary parameters

Our report builder operates with three main components for constructing any custom report.

Report builder sectionDescriptionExample
MetricWhat do you want to measure?Number of unique candidates
GroupingWhat do you want to split the measure byCreated month
Filter (in Advanced Options)A way to limit the information used for the reportRecruiter name

Secondary parameters

Report builder sectionDescriptionExample
SortWhat field do you want to Order the report by?Created date
LimitIn case a chert ends up being too large, limit the number of results to N records10
Custom MetricOn option to calculate a new fields to be used as Metrice.g. field “% Dropped”. Number of unique matches, who were dropped divided by Number of unique matches

Report layout and formatting

Most of the formatting and layout options are similar. But each report also has some custom layout and formatting options.

To access the layout formatting functionality, click on the Format tab in the report builder.

Here is a summary and description of each of the formatting section

Formatting sectionDescription
TitleTitle of the report
SubjectSubtitle of the report
Chart SettingsUnique Settings for each report type. e.g. for a bar chart, an option to switch between stacked and grouped columns chart will be available
Axis SettingsAxis Labels and Axis formatting
Conditional FormattingThis section provides functionality to highlight metrics in a report based on conditions. e.g. If Unique Candidates created > 10, color the item green
Goal LinesThis section provides functionality to set objectives and goal lines, based on aggregated metrics in the report
HeadlineThis section provides functionality to add a subsection below the title with useful single metric statistic. e.g. For a bar chart calculating the number of candidates per month. Latest month number will be shown, with a comparison to the previous month

Editing a report

You can edit reports from the Reports library or a report on the dashboard.

  1. Click on the 3 dots next to the report that you want to edit.
    Advanced-Reports.png
  2. Click on “Edit” in the dropdown menu.
    Advanced-Reports.png
  3. Make the changes according to your requirements.
    Advanced-Reports.png
  4. Click the "Save" button in the bottom right corner.
    Advanced-Reports.png

Exporting data

  1. Exporting a report
    1. Click on the 3 dots next to the report you want to export.
      Advanced-Reports 1.png
    2. Click on the “Download” option in the dropdown menu.
      Advanced-Reports.png
    3. Select what you want to download:
      1. Full data set - Downloads the underlying data that the view has used. Up to 10,000 rows.
      2. View data set - Downloads the data that you see in that view.
      3. View as PNG - Downloads the view as an image.
        Advanced-Reports.png
    4. Click Download to proceed. The file will be saved to your device.
      Advanced-Reports.png
  2. Exporting a dashboard
    1. Click on the Download icon at the top right corner of the dashboard.
      Advanced-Reports.png
    2. Select the orientation, either Portrait or Landscape, based on your needs.
      Advanced-Reports .png
    3. Click Download to proceed. A PDF file will be saved to your device.
      Advanced-Reports.png

Data Schema

Four datasets are available for interaction, each with a unique base object for performing calculations:

DatasetDescriptionBase Object
CandidatesCandidates data and custom fieldsCandidate
MatchesThe largest and most useful dataset, including Matches data (main object), partial data for Candidates, Jobs, and Organizations, and custom fields for all of theseMatch
JobsJobs data and custom fieldsJob
OrganizationsOrganizations data and custom fieldsOrganization

The data schema below describes all the fields available for each dataset in the Advanced Report.

Info

Related custom fields are synced for each dataset; however, currently, the advanced reports engine only processes simple field types.

Field Types SupportedField Types Not Supported
NumericLong text
%Multiple select dropdown
BooleanMultiple choices
DropdownCheckboxes
Text
Dataset NameField NameData TypeDescriptionExample
CandidateidINTEGERUnique identifier of a candidate424242
Candidatecreated_atDATECreation date of the candidate
Candidateupdated_atDATEUpdate date of the candidate
CandidatecountryVARCHARCountry of the candidate
CandidatecityVARCHARCity of the candidate
Candidatecreator_nameVARCHARName of the creator of the candidate
Candidateowner_nameVARCHARName of the owner of the candidate
Candidatesource_typeVARCHARType of source for the candidateApplied
Candidatesource_editedVARCHARSource for the candidateFree Job Board
Candidatejob_portal_nameVARCHARJob portal name related to the candidateLinkedIn
Candidateagency_nameVARCHARVendor or agency name
Candidatecurrent_salaryINTEGERCurrent salary of the candidate
Candidatenotice_periodVARCHARNotice period of the candidate
Candidatecurrent_companyVARCHARCurrent company of the candidate
Candidatecurrent_positionVARCHARCurrent position of the candidate
Candidatereferrer_full_nameVARCHARReferrer full name of the candidate
Candidatecustom_fields *N/AAdditional custom fields for the candidate
MatchesidINTEGERUnique identifier for each match424242
Matchescreated_atDATEDate when the match was created
Matchesupdated_atDATETimestamp indicating when the match was last updated
Matchesdropped_atDATEDate when the match was dropped (if applicable)
Matcheshired_atDATEDate when the candidate was hired (if applicable)
Matchessubmitted_atDATEDatetime when the match was set to submitted stage
Matchesinterviewed_atDATEDatetime when the match was set to client interview stage
Matchesoffered_atDATEDatetime when the match was set to offered stage
Matchestime_to_placementINTEGERTime to place the candidate in days. Calculated as DAYS of (match.hired_at - job.open_at)
Matchesis_droppedBOOLEANTrue if the candidate have been droppedTRUE
Matchesis_placedBOOLEANTrue if the candidate is placedTRUE
Matchesjob_nameVARCHARName of the job associated with the match
Matchesjob_created_atDATEDate when the job was created
Matchesjob_pipeline_stageVARCHARPipeline stage of the job associated with the match
Matchesjob_key_pipeline_stageVARCHARKey pipeline stage associated with the matchOffered
Matchesjob_pipeline_nameVARCHARName of the pipeline associated with the match
Matchesjob_contract_detailsVARCHARContract details of the job
Matchesjob_countryVARCHARCountry of the job
Matchesjob_cityVARCHARCity of the job
Matchesjob_creator_nameVARCHARCreator name associated with the job
Matchescandidate_agency_nameVARCHARThe candidate agency name associated with the match
Matchescandidate_source_typeVARCHARSource type of the candidate associated with the matchApplied
Matchescandidate_source_editedBOOLEANEdited source type of the candidate associated with the matchFree Job Board
Matchescandidate_countryVARCHARCountry of the candidate associated with the match
Matchescandidate_cityVARCHARCity of the candidate associated with the job
Matchescandidate_job_portal_nameVARCHARName of the job portal associated with the candidateLinkedIn
Matchesorganization_nameVARCHARName of the organization associated with the match
Matchescreator_nameVARCHARCreator name associated with the match
Matchesowner_nameVARCHAROwner name associated with the match
Matchescustom_fields *N/AAdditional custom fields for the match
Matchescandidate.custom_fieldsN/AAdditional custom fields for the candidate related to the match
Matchesorganizations.custom.fieldsN/AAdditional custom fields for the organization related to the match
Matchesjobs.custom fieldsN/AAdditional custom fields for the job related to the match
JobsidINTEGERUnique identifier for each job
Jobscreated_atDATEDate when the job was created
Jobsupdated_atDATEDate when the job was updated
Jobscreator_nameVARCHARCreator name associated with the job
Jobsowner_nameVARCHAROwner name associated with the match
JobsnameVARCHARName of the job
JobsstatusVARCHARStatus of the job
Jobsjob_pipeline_stageVARCHARLatest match stage
Jobsorganization_nameVARCHARName of the organization related to the job
Jobsexpected_close_dateDATEExpected Close date
Jobsopen_atDATEOpen date of the job
Jobsclose_atDATEClose date of the job
JobsheadcountINTEGERHeadcount for the job
Jobsminimum_salaryINTEGERMinimum salary for the job
Jobsmaximum_salaryINTEGERMaximum salary for the job
Jobscontract_detailsVARCHARContract details of the job
JobsageINTEGERAge of the job in days. Calculated as DAYS of (Today - job.open_date)
JobscountryVARCHARCountry of the job
JobscityVARCHARCity of the job
Jobscustom_fields *N/AAdditional custom fields for the job
Jobsorganization.custom_fields *N/AAdditional custom fields for the organization related to the job
OrganizationidINTEGERUnique identifier for each organization424242
Organizationcreated_atDATEDate when the organization was created
Organizationupdated_atDATEDate when the organization was updated
OrganizationnameVARCHARName of the organization
Organizationpipeline_stageVARCHARPipeline stage of the organization
Organizationcreator_nameVARCHARName of the creator of the organization
Organizationowner_nameVARCHARName of the owner of the organization
Organizationcustom_fields *N/AAdditional custom fields for the organization

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