Users Summary Report (recruiter performance)

Per-recruiter performance — jobs worked, candidates shared/shortlisted/interviewed/joined.

Where to find it

Reports → Users Summary. Menu label: Users Summary.

This report is gated by the permission — without it, the menu item is hidden.

What it shows

Each recruiter is shown as a card with their job list and a candidate-status chart. The chart breakdown per job uses the same axes as Jobs Summary:

  • Received
  • Shortlisted
  • Interviewed
  • Joined

CSV export columns

Click Export to CSV. Columns:

  • User
  • Role
  • Total Jobs Worked
  • Open Jobs
  • Closed Jobs
  • No. of Candidates Shared
  • No. of Candidates Shortlisted
  • No. of Candidates Interviewed
  • No. of Candidates Joined

Image exports

Same dropdown pattern: Export to JPEG, Export to PNG, Export to SVG.

How to read it

  • Total Jobs Worked vs Open / Closed — capacity signal. A recruiter with many Open and few Closed may be under-staffed or working too many roles.
  • Shared → Shortlisted → Interviewed → Joined — funnel signal. A recruiter who shares many but joins few may be passing through too much top-of-funnel.
  • Compare like-for-like. A recruiter on senior roles always has lower volume; don't compare them to a high-volume coordinator.

Use cases

  • Workload balancing — spot recruiters with way more or fewer Open Jobs than the team median.
  • Quarterly performance reviews — export the CSV; it's the cleanest input.
  • Coaching — low advancement at a specific stage is a coaching signal.

Tips

  • Set up filters first (date range matters here — quarter is a sensible default).
  • Don't reduce a recruiter's value to volume alone — pair with quality of hire data from your HR system.
  • Run monthly to catch capacity issues before they become hiring delays.