Your Reports page gives you all the information you need to stay on top of your DocMail activity, including current DocMail availability, a running log of all sent DocMails, Click Thru performance insights, and downloadable reports.
Here are a few ways we recommend using the Reports page:
- Get in the habit of running a 30-day report every month to take a look back at your previous credit period’s activity and successes.
- Download your lead report regularly to update your ATS and ensure that you didn't miss connecting with a potential candidate.
- Run 1-day reports to capture your activity that day, and use the recipient column to easily enter relevant candidate information into your organization’s ATS or CRM system, or you can send the candidate lists to your clients as an activity report for their reference.
- Run your own subject line analysis using the Subject Line and Click Thru columns looking for any patterns in higher-performing subject lines.
Account admins: run all of the above reports to analyze activity across your entire team. Admins can use these reports to identify top performance activity and share their successful approach with the rest of the team. To learn about your Monthly Talent Finder Insights report, click here.
To access your reports - Click On the ‘Reports’ button at top of the screen
- The ‘Activity’ Tab – shows the number of DocMails you sent, the number of DocMails your team sent, your remaining DocMail balance, and the number of days left in the current credit period
2. The ‘Leads Tab’ - allows you to download your total DocMail responses and Job post inquiries for a specific date range (you can pull this report for the past 6 months. If you need additional data, please contact your client success manager).
3. The ‘DocMails Tab’ - you can choose from the dropdown to view All DocMails sent, DocMails that were clicked, and DocMails that received replies, plus download a report
Once your report is finished generating, click the Download Reports tab, then click Download next to the appropriate report.
4. ‘Job Post’ tab – shows engagement data & job post report
Engagement Data – Visual breakdown of your engagement.
This page provides information on both Summary View level data, or impressions, and Detailed View data, or who has clicked on the Job Post. We can also see concentration breakdowns on top candidate location, specialty, and experience. By default, the report displays stats for all of your organization’s currently active jobs. Use the drop-down menu to select a specific Job report.
Job Post Report - includes performance details for all jobs within the selected timeframe (you can pull this report for the past 6 months. If you need additional data, please contact your client success manager).