Setting up Lever Tracking Reports

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You can use the following reporting within your ATS, Lever, to track all Teamable candidates. In this article, you can find the instructions to create the following 3 reports:

  1. Teamable All Candidates Tracking - this report will provide you with a breakdown of all candidates found in Teamable and created in Lever. This report should be run on a weekly basis.
  2. Teamable Offer Tracking - this report provides insight to offers from Teamable referrals. This report should be run on a weekly basis.
  3. Teamable Open Candidates to Action - this report will provide you with a list of candidates that have been created in Lever from Teamable but are pending you or a team member to either move them forward to decline. This report should be run on a daily or regular basis. 

Below is the breakdown for creating each of these reports and please reach out to our Customer Success team if you have any questions or need assistance!

Teamable All Candidates Tracking

  1. Go to "Reports" in the drop-down menu
  2. Under "Candidate stats", click on "by source"
  3. Under "Top sources", click on "Teamable"
    NOTE: From this main page, you can see the volume summary for Teamable referrals for each stage
  4. Click "Bookmark", add the name "Teamable All Candidates Tracking" and click "Save" to save the report
  5. You can then export the report into a spreadsheet to send by clicking "Export to spreadsheet"

Great job! You've now created the Teamable All Candidates Tracking report for Lever ATS users. Now, onto the Teamable Offer Tracking Report!

 

Teamable Offer Tracking

  1. Follow steps #1 through #3 from the Teamable All Candidates Tracking instructions above
  2. Click on "Filter" to expand the filter section
  3. Under "Status", type in "Offer" and select "Offer" from the drop-down to add it to the search criteria then click "Create Report"
    NOTE: You can use this process to create additional reports, for example one for on-sites and just adjust the value in the "Status" field.
  4. Click "Bookmark", add the name "Teamable Offer Tracking" and click "Save" to save the report

  5. You can then export the report into a spreadsheet to send by clicking "Export to spreadsheet"

Great job! You've now created the Teamable Offer Tracking report for Lever ATS users. Now, onto the Teamable Open Candidates to Action Report!

 

Teamable Open Candidates to Action

  1. Follow steps #1 through #3 from the Teamable All Candidates Tracking instructions above
  2. Click on "Filter" to expand the filter section
  3. Under "Status", type in "New Lead" and select "New Lead" from the drop-down to add it to the search criteria then click "Create Report"
  4. Click on the "Start Date" and change the date to "TODAY" so that both start and end dates are today
  5.  Click "Bookmark", add the name "Teamable Open Candidates to Action" and click "Save" to save the report

  6. You can then export the report into a spreadsheet to send by clicking "Export to spreadsheet"

Great job! You've now created the Teamable Open Candidates to Action report for Lever ATS users.

 

To view any of the 3 reports you've just created:

  1. Click on "Overview" under "Bookmarks" in the left-side navigation panel
  2. Click on each of the reports to re-run them!

 

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