Workable reporting guide

Workable Reporting Center provides data-driven answers to your crucial hiring questions. Refer to this guide to discover the best practices for collecting and managing precise data, as well as selecting the appropriate report that aligns with your specific metric requirements.

Step 1: Best practices for accurate and clean data

A consistent and accurate set of data is essential for generating useful reports. It’s important to set up your processes based on the below best practices so you can trust the accuracy of your reports. 

Job data

Candidate data

Do not add stages after Hired. This can impact your reporting on the number of successful hires or valid referrals. Do not add a "Disqualified" stage. Instead, use the disqualify button to knock candidates out within the stage that they reached. 💡Check our recruiting pipeline best practices

Move candidates through each stage of the pipeline in real-time and without unnecessary back-and-forth movements; certain actions may be counted multiple times in specific reports.  Schedule all interviews in Workable using our scheduling tools so that they are counted under the Productivity report.  Mark candidates as hired when they accept an offer for accuracy on the time to hire/time to fill metrics.

Step 2: Access and understand reports

To access the Reporting Center, click the pie chart icon in the toolbar at the top of Workable.

The page that follows is your reports dashboard. To jump between reports as you work, click the title of any report to reveal a quick link to every report available. Hover over the '?' next to the report's name for a brief explanation of the data in the report.

Report types

Reports are divided into two types: 

• Status reports
  They show a current and immediate view of your account. For example, the Current Pipeline report shows the number of candidates in each stage of your active jobs. If a candidate is deleted (manually or as part of a GDPR automation) then the Status reports would update.
• Historical reports
  They provide details about your process, productivity and efficiency. For example, the Hiring Velocity report shows the number of days that candidates spend in each step of your process. The data in these reports will not be impacted by automatic GDPR candidate deletion but will be impacted if candidates are manually deleted.

👉 Find out what each report measures

Step 3: Most common report metrics and where to find them

Metric	Where to find it
Candidate metrics
Applications from x source/job board	For the number of applications check the Candidate Sources report For the list of candidate names check the Candidate Breakdown report (including the 'Source' under the Customized data list)
Hired candidates in a given time period	Time to Hire report
New applicants in a given time period (including disqualified)	Historic Pipeline report (you can view results for all, applied or sourced candidates)
EEO metrics/gender distribution	Compliance (EEO) report (only for US jobs)
Candidates who were auto-disqualified (knock-out questions)	Download the Activity report and filter (in Excel) by the activity "Auto-disqualified"
Disqualified candidates	Use the Historic Pipeline report and add the numbers in the Disqualified column
The date when a candidate moved from one stage to another	Download the Activity report Filter with the activity "Moved to stage {stage_name}" and check the Creation Time of the action
Candidate tags	Check the Candidate Breakdown report including the 'Tags' under the Customized data list
Number of internal applications	Referrals report
Candidates who have undergone a background check	Download the Activity report and filter (in Excel) by the activities: Background check requested (for Checkr) Assessment check requested (for any other provider)
Job metrics
Number of published jobs	Current Pipeline report
Job published date	Use the Current Pipeline report and check the date under the "Published" column. If the job is archived download the Activity report and filter (in Excel) by the activity "Published job".
Open days of a role	Check the published date (previous metric) and compare it to today's date.
Job views	Check the Candidate Sources report and set the date filter to "All time" (an extra column with Views will appear)
Time to fill (from job/requisition activation to candidate's hiring)	Time to Hire Report - time to fill column
Time to hire (from first candidate engagement to hiring)	Time to Hire Report - time to hire column
Offer/Hire metrics
Candidates moved to the offer stage	For the number of candidates check the Historic Pipeline report (metrics under the Offer stage) For the list of candidate names check the Activity report and filter (in Excel) by the activity "Moved to stage Offer"
Offer acceptance rate	Historic Pipeline report - check the percentage of candidates moved to Hired
Number of hires per recruiter	Download the Activity report and filter (in Excel) by the activity "Moved to stage Hired"; the name of the recruiter that performed the action will be visible
Hiring Plan metrics
Requisition associated with a job	In the Hiring Plan dashboard click the 3 dots menu of your requisition and then "View associated job". In the Hiring Plan report, you will see the req code and the job title associated with it.
Date when a requisition was created/opened	In the Activity Stream filter with Jobs > Requisitions (hover over the date to see the exact timestamp) In the Hiring Plan report, check the metrics Created Date, Open Date, Filled Date, etc.
Other details
DEI metrics	Candidate Surveys report
Disqualification reasons	For US jobs: Compliance (EEO) report For non-US jobs: if you are using custom fields to capture disqualification reasons you can use the Candidate Breakdown report (including the custom fields under the Customized data list) Learn more here about disqualification reasons.
Answers to custom application questions	Check the Candidate Breakdown report including the 'Answers' under the Customized data list.
Answers to custom fields	Check the Candidate Breakdown report including the custom fields you wish to see under the Customized data list.
Actions by interviewers/recruiters (calls, interviews, evaluations, etc.)	Productivity report; check the actions of each user

Other resources

• For more information on how to filter and export reports, check our FAQs page. 
• 📚 Sign up for Workable Academy and enroll in one or more of our reporting courses.
• ▶️ Check our video on Reporting Basics