Generating a Source Effectiveness Report

Recruiters and recruiting managers can run the Source Effectiveness Report to evaluate the effectiveness of their recruiting sources to determine their return on investment.

Generating a Source Effectiveness Report

From the Menu, select Tools > Reporting.

The Reporting tab opens.
Select the Standard Reports drop-down list.

A list of reports appear.
Next to the Source Effectiveness Report report, select Run.

The report opens to the Criteria tab.
Limit the records returned in this report by setting one or more of the filters in the list below.
- Reporting Period: Time period of when candidates were added.
- Date Added From and To: Date range for when candidates were added.
- Filter user activity by: Limits data to candidates you own.
- Candidate Owner: Limits data to candidates owned by selected users.
- Submission Owner: Limits data to the selected users as submission owners.
- Filter department activity by: Limits data to candidates owned by users in your department(s).
- Department of Candidate Owner: Limits data to candidates owned by users in selected departments.
- Department of Submission Owner: Limits data to submissions created by users in selected departments.
- Source: Limits data to selected sources.
- Export Level: Defines what level of detail to display if exporting to Excel:
  - Candidate Summary: Includes counts for candidates, submission, client submission, interview, and placement counts for each source.
  - Placement Detail: Includes candidate, job, and placement information.
  - Candidate Detail: Includes candidate and hiring activity information.
- Report Format: Display format of the report: web page or unformatted Excel.
At the bottom of the page, select Generate Report.

The report is generated.

Report Result Descriptions

If you view the report as a webpage, after clicking Generate Report a graph displays and the following columns appear. Refer to the following image and table to understand the columns that appear on the report.

This report only displays 150 records. Activity totals display by department, then for individual sales people.

Refer to the following image and table to understand the columns that appear on the report.

Column	Description
Source	Name of the source from which candidates were added to the application.
New Candidates	Number of candidates by source, added during the selected date range.
Submissions	Number of candidates by source, added during the selected date range that have at least one submission.
Client Submissions	Number of candidates by source, added during the selected date range that have at least one client submission.
Interviews	Number of candidates by source, added during the selected date range that have at least one interview. Interviews are appointments where the: Appointment type includes the word Interview A job and candidate are referenced Date falls in the selected date range
Placements	Number of candidates by source, added during the selected date range that have at least one placement (approved or not).

If you view the report as an unformatted Excel file with candidate summary information, after clicking Generate Report the following information appears:

Column	Description
Source	Name of the source from which candidates were added to the application.
Submissions	Number of candidates by source, added during the selected date range that have at least one submission.
Client Submissions	Number of candidates by source, added during the selected date range that have at least one client submission.
Interviews	Number of candidates by source, added during the selected date range that have at least one interview. Interviews are appointments where the: Appointment type includes the word Interview. A job and candidate are referenced. Date falls in the selected date range.
Placements	Number of candidates by source, added during the selected date range that have at least one placement (approved or not).

If you view the report as an unformatted Excel file with placement detail information, after clicking Generate Report the following information appears:

Column	Description
ID	Placement's Bullhorn identification number.
Source	Source from which the candidate's record was created.
Referred By	Name of the person who referred the candidate.
3rd Party	Name of the agency that referred the candidate.
First Name	Candidate's first name.
Last Name	Candidate's last name.
Date Added	Date and time when the candidate's record was created in Bullhorn.
Candidate Status	Current status of the candidate.
Company	Company associated with the job.
Job ID	Job's Bullhorn identification number.
Job Title	Job title as listed on the job record.
Employee Type	Employee type as listed on the placement record.
Employment Type	Employment type as listed on the placement record.
Candidate Owner	Name of the user who owns the candidate's record.
Candidate Submitter	Name of the user who submitted the candidate to the job.
Submission Source	Source of the submission.
Salesperson	Name of the user who owns the job record.
Category	Categories listed on the job record.
Specialty	Specialties listed on the job record.
City	City listed on the job record.
State	State listed on the job record.
Country	Country listed on the job record.
Placement Status	Status of the placement.
Date Added	Date the placement was created in Bullhorn.
Start Date	Date the candidate's employment starts at the company.
End Date	Date the candidate's employment ends at the company.
Bill Rate	Bill rate as listed on the placement record.
Pay Rate	Pay rate as listed on the placement record.
Salary	Annual salary as listed on the placement record.
Flat Fee	Amount (in dollars) for what the staffing/recruiting agency charges for the placement. This pulls from the placement record.
Fee %	Percentage of the salary that the staffing/recruiting agency charges for the placement. This pulls from the placement record.

If you view the report as an unformatted Excel file with candidate detail information, after clicking Generate Report the following information appears:

Column	Description
ID	Candidate's Bullhorn identification number.
Source	Source from which the candidate's record was created.
Referred By	Name of the person who referred the candidate.
3rd Party	Name of the agency that referred the candidate.
First Name	Candidate's first name.
Last Name	Candidate's last name.
Date Added	Date and time when the candidate's record was created in Bullhorn.
Owner	Name of the user who owns the candidate's record.
Category	Categories listed on the candidate record.
Title	Job title listed on the candidate record.
Specialty	Specialties listed on the candidate record.
City	City listed on the candidate record.
State	State listed on the candidate record.
Country	Country listed on the candidate record.
Rate Low	The current hourly rate.
Rate High	The desired hourly rate.
Salary Low	The current annual salary.
Salary High	The desired annual salary.
Submissions	Number of times the candidate was internally submitted to a job.
Client Submissions	Number of times the candidate was submitted to a contact.
Interviews	Number of times the candidate was scheduled for an interview with a contact.
Placements	Number of times the candidate was placed in a job.