With Breezy’s Custom Reporting Add-on, you can analyze your recruiting data with advanced reporting tools, in addition to the reporting options available in Breezy.

The Custom Reporting Add-on is available to customers on Pro plans.

The Custom Reporting tool uses Amazon QuickSight business intelligence (BI) services to analyze candidate and position data from Breezy.


In this article:

Advanced reporting data
How to access Custom Reporting

How to create custom reports

How to share custom reports


Advanced reporting data

Custom Reporting uses data directly from your Breezy account. Data is updated nightly, so you can generate reports that are current through the previous day.

Datasets

Data is organized into three datasets:

  • Candidates: Current data on all candidates, including only basic information about positions they are associated with

  • Positions: Current data on all positions

  • All Data & Activity: All data on both candidates and positions, including how they relate and interact

Learn more about the fields available in each dataset.

Events

The changes and activity Breezy records about how you work with candidates and positions are tracked as events, for reporting purposes. When working with data in Custom Reporting, all events are included — you can use filters to group data by the criteria you need, so the information or changes you’re examining are summarized correctly.

The following events are currently recorded:

  • Candidate Added

  • Candidate Status Updated

  • Position Added

  • Questionnaire Response

Filters

You can use filters to include or exclude events and data, to refine your reports as needed. Filters are useful for grouping basic candidate and position data, but are essential for refining subsets of activity data, such as filtering for Candidate Added events within a specific date range. View available fields.

Note: The data available for Custom Reporting is not all-inclusive; field names may vary slightly from the Breezy app.


How to access Custom Reporting

Users with permissions for Custom Reporting can access it from their Reports view.

  1. Click Custom Reports in the left sidebar.

  2. A new browser tab or window will open to your Custom Reporting view.

Note: Permission for advanced reporting is managed separately from user permissions inside Breezy. Check with your Admin if you need access to Custom Reporting.


How to create custom reports

You can use candidate, position, and activity data to generate reports or “visuals”.

  1. Click Custom Reports in the left sidebar.

  2. Click Analyses in the left sidebar.

  3. Click New analysis in the top-right corner.

  4. Select a dataset: Candidates, Positions, or All Data & Activity.

  5. Click the Visualize icon (chart) in the left sidebar and choose the fields and report type to display.

  6. Click the Filter icon (funnel) in the left sidebar and select options to refine the data for grouping.

  7. Use the options on the left sidebar to refine the data and appearance of your report.

  8. Enter a name for your analysis in the text box near the top of the window.

Unless you set Autosave to Off, your changes will be saved and your report will be available on your Analyses view.

Learn more about creating visuals in Amazon QuickSight.


How to share custom reports

You can share your analyses or visuals with your team in a number of ways:


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