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Note

If you have defined your various placeholder metrics (and this has been updated in your view), you will need to update this report to refer to these new definitions. Alternatively, you can calculated these definitions in the report separate to the placeholder fields.

Table of Contents
Info

To create your own version, go to Report > Copy.

If you’re a system admin/super user, you can give yourself access to the original template and update this first. Go to Administration > Content > Templates subfolder and give yourself Edit access to edit the template.

Basic Construction

Fields Included

The report is specifically designed to allow you to choose your granularity, eg:

  • by org unit

  • by job

  • by candidates called Dave, if you want.

The calculations will scale up and down as required. It includes:

  • a prompt for your segment field(s) eg org unit or job reference

  • count of matching jobs

  • total submitted applications

  • shortlisted/interviewed/accepted offer placeholders

  • calculated gender, diversity group x2, and internal/other candidates based on example custom fields to generate data.

Calculating Percentage

  • Each % column is achieved by applying an advanced function against a duplicate of each candidate group column (eg Example Gender - Female).

It calculates the percentage of that column against the submitted applications column.

Default Chart Configurations

Gender

Diversity

Internal/External (Other)

Applications by Stage

Gender % fields are placed on the vertical axis of a vertical column chart.

Diversity group % fields are placed on the vertical axis of a vertical column chart.

Internal/Other % fields are placed on the vertical axis of a vertical column chart.

Submitted and stage count fields are placed on the vertical axes of a vertical column chart.

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So that the submitted applications don’t dwarf the other columns an upper bound of 1 is placed on the vertical axis. You will find this in the axis settings.

Each chart uses a hidden ‘Chart Axis' label on the horizontal axis to allow each metric to be displayed as a single column. You could add another field here to show the breakdown for each metric by org unit, vacancy type etc.

Customisation

If it hasn’t been done already, you will need to point your template to your actual metrics as defined in your view, or update the definitions yourself.You will find the fields use in the report in the Calculated Fields folder.

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First Steps

Option A: Using Your Defined Metrics

  1. You will find the fields use in the report in the Calculated Fields folder.

2. Select a metric > Edit Calculation

  1. Clear the WHEN statement at the top

3. Clear the ENTIRE STATEMENT from the calculation.

  1. Search for and choose your defined field.

4. Save your changes.

Option B: Build Your Own Definition

3. Click on the WHEN statement

4. Clear the WHEN statement at the top

5. Type in the name of the field you need to reference and select it from the drop

down

6. Select an Operand (usually Equal) and +Add.

7. Type (or paste) in the required value eg ‘Female’ and

+Add.

8. Don’t change the THEN statement. SImply

Save your changes.

The calculation, report columns (count and % calculation) and relevant chart will update with this new definition or field.

Custom Fields

Custom Applicant Counts

You can modify your report by adding (or removing) relevant fields from your custom GQ folders as filters and/or fields.

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You can add other applicant counts to your report if you so desire.

  • Add any other defined fields from your view, or create a new calculated field and follow the same format of a CASE WHEN statement as per those you may have updated above. See Calculated Fields for detailed instructions.

  • Add the field twice and apply an advanced function as shown in the Calculating Percentage section above to generate the % of submitted applications for the relevant granularity (job, org unit, candidates called Sue).

Custom Charts

Field Settings

You can modify the existing charts or copy them by clicking the three vertical dots in the right corner of the chart thumbnail.

If you would like to update or replicate this chart with your fields , you’ll need to add to or replace the existing fields with your fields.

To update a field’s colour, click on the field > Settings or go to the Series option in the top menu.