Standard Reports

Bullhorn's Standard Reports are a set of pre-built reports and dashboards designed to help you track and analyze your company's data at an operational level. Using information from your Bullhorn database, they cover key areas including your hiring process, notes, and user activity.

Available Reports and Dashboards

The table below lists all current standard reports and dashboards, along with the roles they're intended for.

Report Name Administrator Recruiter Recruiting Manager Sales

Sales Manager

Sales Dashboard ✓     ✓ ✓
Sales Manager Dashboard ✓       ✓
Recruiter Dashboard ✓ ✓ ✓    
Recruiting Manager Dashboard ✓   ✓    
Executive Dashboard ✓        
System Performance Report ✓        
Source Effectiveness Report ✓ ✓ ✓    
Sales Activity Report ✓     ✓ ✓
Recruiting Activity Report ✓ ✓ ✓    
Job Activity Report ✓ ✓ ✓ ✓ ✓
Notes Activity Report ✓        
Placement Activity Report ✓ ✓ ✓ ✓ ✓
Working Temps/AWR Exceptions Report (UK only) ✓ ✓      
Lead Pipeline Report (Front Office Growth/Enterprise only) ✓        
Opportunity Pipeline Report (Front Office Growth/Enterprise only) ✓     ✓ ✓

Running Reports and Dashboards

To run a report or dashboard, go to Menu > Tools > Reporting. You can only see the reports and dashboards available to your user type.

Reports and dashboards use a single-page layout. Your options and results appear on the same page, with results displayed below your options. To try a different query, change your options and select Run Report again.

Running a Report or Dashboard

Reports are grouped by category. Select Toggle All to expand or collapse all categories. To run a report, select Run next to it or double-click it. Reports with no options run immediately.

Where the results appear depends on the output format:

  • HTML reports display on the page.

  • Excel and other files open in a new browser tab or download.

  • Word and XML files download only.

For step-by-step instructions and a description of each option, see the article for the report you want to run.

Troubleshooting

If there’s a problem with your options, an error message appears next to the field you need to fix. You’ll also see a message if no data is found, if you don’t have access to the report, or if the report takes too long to run.

Managing Access to Standard Reports

As an administrator, you can assign users access to specific reports based on their role. See Managing Access to Standard Reports for steps.

Reporting Structure and Target Goals

For these reports to pull accurate data, you'll need to define the reporting structure and target goals for all users. See the sections below for guidance on both.

Defining the Reporting Structure

Many standard reports are designed for managers to analyze and measure performance for the employees who report to them. For these reports to work correctly, each user's account must have their manager selected in the Reports To field.

A couple of things to keep in mind before setting this up:

  • The user's primary department must match their manager's primary or secondary (additional) department

  • The Reports To field can only contain one internal Bullhorn user

To view or update the reporting structure for a user:

  1. Go to Menu > Admin > Users.

  2. Click the pencil icon next to the user you want to view or update.

  3. Navigate to the Contact Information section of the page.

  4. In the Reports To field, enter the name of the Bullhorn user that person reports to — usually their direct manager.

  5. Save your changes.

Defining Target Goals

Target goals are also configured within each user's account settings. For a step-by-step guide to setting these up, see Defining the Target Goals for Users.