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Building an Advanced Job Report: Filters, Group By, and Metrics

Step-by-step guide to creating a Job Report in Recruiterflow BI: filters, grouping, and metrics.

Written by Amogh Balikai

Advanced Job Reporting lets you build custom reports with jobs as rows instead of users or teams — combining funnel, time, hiring, and revenue metrics in a single view. This guide walks through creating your first Job Report: choosing which jobs to include, optionally grouping them, and adding metrics.

Step 1: Choose Reporting On: Jobs

Head to Recruiterflow BI from the side menu and click + New Advanced Report. At the top of the setup screen you'll see a new Reporting On choice: Users or Jobs. Select Jobs to switch into Job Reporting.

Note: Once you've added a column to your report, you can't switch Reporting On anymore — decide between Users and Jobs before you start adding metrics.

Step 2: Set your Job Selection (required)

Job Selection decides which jobs show up as rows. Pick one:

  • All open jobs (default) — every job open as of today.

  • Jobs active during a date range — This month, This quarter, Last month, Last quarter, Last 30 days, Last N days, or Custom.

  • Jobs opened during a date range — same range options.

  • Jobs closed during a date range — same range options.

Narrow this further with filters: Job, Company, Department, Status, Job Roles, and any single-select, multi-select, or yes/no custom fields on the job.

Step 3: Group By (optional)

By default, each row is a single job. Apply a Group ByCompany, Department, Job Status, Job Role, or a custom field — to roll jobs up by an attribute instead.

  • Grouped rows show metrics aggregated across every job in that group.

  • If a multi-select custom field puts a job in two groups, that job is counted in both.

  • Groups with no jobs in them don't appear as rows.

  • Jobs, groups, and jobs within a group are all sorted alphabetically.

Step 4: Add your metrics

Metrics are organized into five categories:

  1. Funnel (Candidates Added, Moved to Stage, Hired, Disqualified, and more),

  2. Time & Velocity

  3. Hiring (Time to Hire, Time to Fill, Time to Scout),

  4. Revenue

  5. Job System & Custom Properties.

Most metrics need a date range, a stage, or a filter configured before they'll return data. For what each one measures and how it's calculated, see the Advanced Job Reporting Metric Glossary.

Step 5: Save, share, and visualize

Once you have built your report, save it the same way you would any Advanced Report. You can add it to your dashboard, share it with teammates, or download the table. Advanced Job Reports also support Bar and Pie visualizations with their own rules — see Understanding Graphs in Advanced Reports.

Practical example

An agency owner wants a quarterly view of hiring performance by role. They set Reporting On to Jobs, choose "Jobs active during This quarter," group by Job Recruiter, and add Candidates Added, Time to Fill, and Revenue. They then expand the "Software Engineer" group to see which individual roles are dragging down the average Time to Fill.

Things to know

  • What you see depends on your job permissions. If you don't have access to a job, it won't appear as a row — and if a Group By has no jobs you can access, that group won't appear either. See How to Share and Manage Access to Your Advanced Reports?

  • Even for jobs you can access, candidate counts, stage movements, and revenue only reflect what you personally have permission to see. Time & Velocity, Hiring, and Job State metrics are the same for every viewer.

  • Contacts and External Recruiters can't create Job Reports.

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