A custom report is any bespoke report created by ClearCompany for a specific customer. This article covers what custom reports are, their options, and included data.
In this article:
What are Custom Reports?
Custom Report Benefits & Navigation
Custom Report options
Data Available for Custom Reports
What are Custom Reports?
ClearCompany offers personalized reporting tailored to your organization’s specific needs. Choose from four Custom Reporting options, each created by our knowledgeable Data & Reporting team.
Custom Report Benefits & Navigation
For easier navigation, custom reports are now available in the ClearInsights Dashboard directly, enhancing user experience and accessibility. Custom reports provide targeted insights that align with organizational goals, facilitating data-driven strategies and operational efficiency.
Benefits:
- Streamlined access to tailored reports
- Improved data visualization and analysis capabilities
- Enhanced decision-making based on customizable insights
- To navigate to Custom Reports, users can click Tools, then ClearInsights.
- Click Reports.
- Custom Reports will have a Custom Report tag.
- Clicking into a Custom Report will allow users to favorite the report.
Organizations have alternatives to custom reports.
- ClearInsights Max by ClearCompany is a virtual data analyst that uses AI to turn talent data into actionable insights to support more effective HR processes. To learn more refer to ClearInsights Max Overview.
- Data Lakes provides organizations with the data to create reports as needed. See the differences below. To learn more about Data Lakes refer to: Data Lakes for Reporting
Custom Report options
Custom Report Option | Description |
---|---|
Basic Custom Report |
Get more out of your Candidate and Requisition data with a Basic Custom Report. This package includes a customized report of up to 8 columns. Quickly view key details, such as candidates and sources, to help you answer important recruiting questions.
|
Moderate Custom Report |
Gain a deeper understanding of your Candidate Requisition, Offer Letter, Onboarding, and Performance data with a Moderate Custom Report. This package includes a customized report containing 9-12 columns. Easily analyze more detailed items, like position-specific candidate information, in a straightforward report.
|
Complex Custom Report |
Drill down into your Candidate Requisition, Offer Letter, Onboarding, and Performance data with a Complex Custom Report. This package includes a customized report containing 13 or more columns. Uncover insights concerning complex topics, for example, complicated workflows or recruiter pipelines.
|
Calculated Column Custom Report |
Incorporate analytical calculations into your report for a precise understanding of your talent data. This package includes a customized report for any of your ClearCompany data and contains unlimited columns, including those with calculations. Make informed business decisions when analyzing key metrics, such as candidates hired per month or average days per workflow
|
Data Available for Custom Reports
Here are tables outlining what data can and cannot be included in custom reports across various categories such as Applications, Candidate Information, Background Checks, Assessment Tests, Scorecards & Offer Letters, Onboarding, Requisition Information, Performance and Goals, and User Profiles.
Data Type | Custom Report | Notes |
---|---|---|
Template Changes | No | This includes any information on who changed them when the change was made, or what information was changed. |
Application Name | Yes | |
Standard Application Questions | Yes | |
Custom Application Questions | Yes |
Data Type | Custom Report | Notes |
---|---|---|
Candidate Standard Fields | Yes | |
Candidate Custom Fields | Yes | |
Candidate Email Communication Data | No | |
Workflow Information | Yes |
|
Background Check | Limited |
|
Assessment Test | No |
|
Data Type | Custom Report | Notes |
---|---|---|
Interview Scorecard Data | Yes |
|
Interview Scorecard Name | Yes | Name of the scorecard used |
Interview Scorecard Template Changes | No | This includes any information on who changed them when the change was made, or what information was changed. |
Offer Letter Data | Yes |
E.g. Status of an Offer Letter, when the offer letter was sent, who the approvers were, etc. Cannot determine when an offer letter was updated or changed or by whom it was modified. |
Offer Letter Template Name | Yes | Name of the offer letter template used |
Offer Letter Template Changes | No | This includes any information on who changed them when the change was made, or what information was changed. |
Offer Letter Custom Field | Yes |
Data Type | Custom Report | Notes |
---|---|---|
Onboarding Packet Data | Yes |
|
Onboarding Form Data | Yes* | Limitations may apply. |
Data Type | Custom Report | Notes |
---|---|---|
Requisition Standard Fields | Yes |
|
Requisition Custom Fields | Yes | |
Requisition Template Changes | No | This includes any information on who changed them when the change was made, or what information was changed. |
Requisition Template Name | Yes |
Data Type | Custom Report | Notes |
---|---|---|
Performance Template Changes | No |
This includes any information on who changed them when the change was made, or what information was changed. |
Performance Template Name | Yes | |
Performance Review | Yes |
|
Goals | Yes |
|
User Profile | Yes* | Note, that some data is encrypted. |
- Social Security Number (User Profile + Onboarding Record Field)
- Date of Birth (User Profile Field)
- All data collected on an onboarding form, custom or stock.
Comments
Please sign in to leave a comment.