Executive Summary

Custom pipeline hiring-funnel reports in PyjamaHR empower you to analyze every stage of your recruitment process, track candidate movement, and extract actionable insights—tailored to your organization’s unique workflows. This guide covers everything from generating standard and custom pipeline reports to advanced filtering, exporting, and troubleshooting, ensuring you get the most out of your hiring data.

Detailed Overview

What Are Pipeline Hiring-Funnel Reports?

Pipeline hiring-funnel reports in PyjamaHR provide a visual and data-driven breakdown of how candidates progress through each stage of your recruitment process (the “pipeline”). These reports help you:

Monitor candidate flow: See how many candidates are at each stage (e.g., Applied, Screened, Interviewed, Hired, Rejected).
Measure conversion rates: Calculate ratios such as applied-to-hired or stage-to-stage conversion.
Track time-to-fill: Analyze how long candidates spend in each stage.
Identify bottlenecks: Spot stages where candidates get stuck or delayed.
Evaluate recruiter productivity: Review daily or period-based activity, such as profiles screened or interviews scheduled.

When and Why to Use Custom Pipeline Reports

Custom reporting is essential when your organization has unique hiring workflows, custom pipeline stages, or needs to report on specific metrics not covered by standard reports.
Use cases include:
Comparing hiring efficiency across jobs or teams
Reporting to clients on candidate submissions and status
Analyzing recruiter performance
Integrating PyjamaHR data with internal BI tools

Integration with Other PyjamaHR Features

Reports Tab: Central hub for all reporting, including pipeline analysis, productivity, and all-jobs reports.
Compare View: Export filtered candidate data for custom analysis.
Custom Pipeline Stages: Tailor your workflow to match your business process, then report on those stages.

Step-by-Step Guide: Creating and Customizing Pipeline Hiring-Funnel Reports

Prerequisites

Access to the PyjamaHR platform with reporting permissions
Defined hiring pipelines for your jobs (custom stages if needed)
(Optional) Knowledge of the specific metrics or filters you want to apply

1. Accessing Standard Pipeline Reports

Log in to your PyjamaHR account.
Navigate to the Reports tab from the main dashboard.
- [Screenshot: Dashboard highlighting the Reports tab]
Select “Pipeline Analysis Report” to view detailed insights for a specific job.
- Shows number of candidates per stage, average time in stage, and movement between stages.
- [Screenshot: Pipeline Analysis Report overview]

Filtering and Customizing

Filter by job: Use the job selector at the top to switch between jobs.
Filter by time interval: Apply date filters (e.g., last 7 days, 30 days, custom range) to analyze candidate movement over specific periods.
Export: Click the “Download” or “Export” button to save the report as Excel or PDF.

2. Creating Custom Reports for Unique Pipelines

A. For Jobs with Custom Stages

If your jobs have different pipeline stages (e.g., some have 8, others 10), reports are generated per job.
Tip: For consolidated reporting across jobs, standardize your pipeline stages where possible.

B. Exporting Candidate Data for Custom Analysis

Within a job, go to the Candidates tab.
Click “Compare Candidates” (Compare View).
- [Screenshot: Candidates tab with Compare View highlighted]
Apply filters for specific pipeline stages (e.g., “Submitted”, “Interviewed”).
Save as a new view if you’ll reuse this filter.
Export the data as an Excel sheet for further analysis or integration with BI tools.
- [Screenshot: Export button in Compare View]

C. Tracking Submissions to Clients

If you use a custom stage like “Submitted”, filter candidates by this stage in Compare View and export the list.
Note: Currently, PyjamaHR does not support consolidated client-based reporting across jobs; you’ll need to export per job.

3. Using the All Jobs Report

All Jobs Report: Provides a summary of candidate status across all jobs.
Limitations: If pipelines differ between jobs, consolidated reporting may not be available. Standardize pipelines for best results.

4. Productivity and Daily Movement Reports

Productivity Report: Tracks recruiter activity (interviews scheduled, candidates moved, feedback submitted, average rejection time).
Pipeline Analysis Report: For daily movement, filter by date to see how many candidates were moved to/from each stage.

Advanced Usage & Best Practices

Power User Tips

Standardize Pipelines: For consolidated reporting, ensure all jobs use the same pipeline stages.
Save Custom Views: Use Compare View to save frequently used filters for quick access.
Integrate with BI Tools: Export Excel data for advanced analytics or integration with your internal dashboards.
Use Date Filters: Analyze trends over time (e.g., monthly, quarterly) for better decision-making.

Do’s and Don’ts

Do:
- Use the Pipeline Analysis Report for stage-by-stage insights.
- Export data regularly for backup or deeper analysis.
- Communicate your custom reporting needs to PyjamaHR support for potential enhancements.

Don’t:
- Expect consolidated reports if your pipelines are inconsistent across jobs.
- Log in with the same credentials on multiple devices (may trigger security flags).
- Overlook the Compare View for exporting detailed candidate data.

Troubleshooting & Common Issues

Common Issues and Solutions

Issue: Can’t generate a consolidated report for all jobs
Solution: Ensure all jobs use the same pipeline stages. Otherwise, export individual job reports.

Issue: Export only available as PDF, need Excel
Solution: Use Compare View to export candidate data as Excel.

Issue: Reports not updating or downloading
Solution: Perform a hard refresh (Ctrl+F5) and try again. If the issue persists, contact support.

Issue: Need to download many reports individually
Solution: Currently, batch export is not available; provide feedback to PyjamaHR for future updates.

Issue: Can’t filter by client across jobs
Solution: Not currently supported; use job-level exports and combine data manually.

Comprehensive FAQ

1. How do I see how many candidates moved between stages in a specific time interval?
Use the Pipeline Analysis Report, apply the desired date filter, and review the movement data.

2. Can I create a custom report for all jobs at once?
Only if all jobs share the same pipeline stages. Otherwise, export per job.

3. How do I export candidate data for a specific stage?
Use Compare View, filter by the stage, and export as Excel.

4. Can I track submissions to clients?
Yes, if you have a “Submitted” stage. Filter by this stage in Compare View and export.

5. How do I analyze recruiter productivity?
Use the Productivity Report for metrics like interviews scheduled and candidates moved.

6. Can I get a glossary of report fields?
Each report includes field labels; for detailed definitions, contact support.

7. Why do I see only one job in the All Jobs Report?
Check if your pipelines are inconsistent; only jobs with matching pipelines are consolidated.

8. Can I export reports as Excel instead of PDF?
Yes, via Compare View for candidate-level data.

9. How do I integrate PyjamaHR data with my BI tools?
Export data as Excel and import into your BI platform.

10. What if I need a custom report not available in the platform?
Share your requirements with PyjamaHR support for feasibility and potential future updates.

11. Why was my account flagged for multiple logins?
For security, avoid logging in with the same credentials on multiple devices.

Compare View: For exporting filtered candidate data (Help Article)
Productivity Report: For recruiter performance tracking
Custom Pipeline Stages: Tailor your workflow for more relevant reporting
All Jobs Report: For organization-wide candidate status (if pipelines are standardized)

Recommended Next Steps:
- Review and standardize your hiring pipelines for better reporting.
- Set up saved views in Compare View for frequent exports.
- Contact PyjamaHR support with specific custom reporting needs or feedback.

Still have questions?
Contact PyjamaHR Support for personalized assistance or to request new reporting features.

This guide is designed to ensure you get the most actionable insights from your hiring data in PyjamaHR—empowering you to optimize your recruitment funnel, make data-driven decisions, and report with confidence.

Creating Custom Pipeline Hiring-Funnel Reports in PyjamaHR: The Complete Guide