Table of Contents

General Reporting FAQs
User Insights
Contact Insights
Campaign Insights

General Reporting FAQs

How do the new reports differ from previous reports?

Access for additional users: Most organizations have limited access to an early-access reporting tool called the InsightsApp. The new reports offer access to these metrics and many more, and open up access to these reports to all Super Admin users. 

Definitions of attribution and tracked activities: This new reports works with the new definition for Active Users, and we intend to deprecate InsightsApp by December 31, 2024. You can find out more about these plans in our Release Hub.

Access to more historical data: Another key difference between the legacy and new reports is that the new reports provide a much longer reporting date range.

How often are the reports refreshed?

All reports are currently refreshed on a daily basis.

Who has access to the reports?

Beamery's goal is to make the User, Contact, and Campaign Insights Reports available to all users. However, for the initial launch, only super admins will have access to the reports. If there your organization would like to customize access to these reports, please contact your Customer Success Manager (CSM) to create bespoke permissions based on your team’s needs. Reporting data is best leveraged when the right team members can access reports effectively while aligning access with your organizational preferences.

User Insights Report

What is the purpose of the User Insights Report?

The report provides detailed insights into how users interact with the platform. It tracks key metrics like contacts created, messages sent, and other engagement activities to help teams monitor productivity and identify areas for improvement.

Who is included in the "Active Users" metric?

Active users are defined as anyone who has performed at least one tracked action, such as creating contacts or sending messages, within the selected date range. The Actions that are tracked are listed below.

The updated definition of Active Users no longer includes logging in as a valid action. This means, in order to be counted as active, a user must log in and performed a tracked action (listed below).  This aims to encourage talent teams to focus on actions that lead to a candidate interaction and, as a result, may result in fewer active users than seen in previous reports. 

What Actions are tracked?

• Contacts Created: The number of new contact profiles added to Beamery by a user.
  
• Notes Created: The number of notes users have added to profile timelines.
  
• Notes added with any of the following Activity Tags
  
  • InMails Sent: The number of InMails recorded on profile timelines by users.
    
  • Phone Calls Logged: The number of phone calls recorded on profile timelines by users.
    
  • Exploratory Visits Added: An exploratory conversation with a prospect.
    
  • Event Note Added: Interactions logged during an event.
    
  • Hiring Manager Notes Added: Notes contributed by hiring managers.
    
  • Meetings Added: Meetings scheduled or logged on the platform.
    
  • Scheduled Calls Added: Calls scheduled as part of recruitment activities.
    
  • Voicemails Added: Voicemails logged on candidate profiles.
    
  • Social Media Activities Added: Actions taken through integrated social media platforms.
    
• Direct Messages Sent: The number of direct messages sent by users through Beamery.
  
• Global Tags Added: Tags added to organize and categorize contacts.
  
• Candidate Replies Added: Replies from candidates logged in the system.
  
• Emails Added: Emails sent through the platform.
  
• SMS Added: Text messages sent via the platform.
  
• Tasks Added, Assigned, and Completed: Tasks created, assigned to users, and marked as completed.
  
• Campaign Messages Sent: Messages sent as part of recruitment campaigns.
  
• Pool Contacts Added, Updated, and Removed: Changes to contact pools, including additions, updates, and removals.
  

What Actions in Beamery are no longer included in User Insights?
A number of Actions tracked in some of the legacy reports were Bulk Actions, Actions taken by Recipes and various other workflows in Beamery which skewed true metrics on Active Users. So we no longer report on:

• Contact Updated
• User Logins
• Days Active
  

To suggest Activities to be included in the report, please submit a request via the Product Feedback form. 

How can I filter user activity?

You can filter user activity by date range and specific users or teams. More advanced filtering options will become available in upcoming product releases.

Why should I use this report instead of legacy reports?
The User Activity Report consolidates more metrics, offers a clearer view of engagement, and helps align individual actions with team outcomes, making it a more powerful tool than legacy reports. These new reports include more historical data, whereas legacy reports only include 6 months of history.

What tracking is in place for “Read Only” Users
We only track Users as Active if they create something or change certain things in Beamery. We’re investigating the typical User Journeys in Beamery to determine whether there is data that could be pulled in which would be a useful indicator of Read-Only Users activity. If you have ideas about the Read Only journeys you’d like to see tracked, please submit feedback via the Product Feedback form.

What improvements can we expect in the future?
To make data analysis easier and more actionable, we plan to expand in-app visualizations, add advanced filtering options, and improve the user interface. If you have ideas about what you’d like to see, please submit feedback via the Product Feedback form.

How do I transition from legacy reports?
The User Insight report in the InsightApp will be deprecated on December 31, 2024. Begin using the new report now to ensure a smooth transition.

Contact Insights

Why does the value for ‘Created’ under Contact Changes not equal the number of ‘New Contacts’?

Having applied a date and Creation Source filter, you will be presented with various statistic

• Total Contacts shows the total number of Contacts currently in the database for the selected Creation Source. This value ignores any Date filters.
• New Contacts shows the total number of new Contacts that still exist today that were created in the defined timeframe for the selected Creations Source.
• Contact Changes displays the counts of each action for the selected Creation Source and Date Range. Actions include: contacts that are created, deleted, merged, archived, and anonymized at any time. For example, contacts could have been created 60 days ago and then deleted in the last 30 days, and in that case, they would not contribute to the Created number but would included in the Deleted count.

Can the Contact Insights report be filtered by User and Team?

Not at this time, however you are able to view how many contacts were added, by user, in the User Insights report. More advanced filtering options are planned for future releases. Please feel free to submit feedback on filters or other updates to the insights reports via the Product Feedback form.

How is contact completeness defined?

Contact Completeness is a category assigned to contacts to encourage users to add sufficient data to a contact to allow for efficient talent matching. Contacts are assigned to one of the following categories:

• Empty: No data – highlights gaps needing immediate attention.
• Basic: Email only – contactable but insufficient data for insights.
• Good: Email, role and company – suitable for basic matching but not optimized.
• Excellent: All critical fields  – ready for strategic talent engagement. To be considered Excellent, a contact must have the following fields filled:
  • Location
  • Education
  • Email
  • Company
  • Role
  • Phone number

This approach to contact completeness helps focus on improving data quality and, ultimately, ensuring more accurate talent matching.

Is it possible to breakdown contact completeness by creation source?

Contact Completeness can be filtered by creation source at the top of the report. A detailed breakdown within the graph is planned for future iterations. Please feel free to submit feedback on filters or other updates to the insights reports via the Product Feedback form.

Campaign Insights

Can I drill down into individual touchpoints for campaigns?

Currently, the report provides aggregated metrics. We appreciate feedback on how to improve touchpoint-level data for more granular insights in upcoming iterations.

Is it possible to see how campaigns contribute to outcomes like applications and offers?

No, but this feature is planned for future iterations of the Campaign Insights Report. We are working to connect campaign performance with tangible outcomes like applications and offers to provide more actionable insights. Please feel free to submit feedback on on what outcomes would be most valuable to your organization via the Product Feedback form. 

What is the best way to analyze data in the Campaign Insights Report?

To get the most accurate insights, consider the following tips when analyzing campaign data:

• Use the Campaign Type Filter: Bulk messages are considered Campaigns and thus can inflate overall metrics and blur the performance of more targeted campaigns. Applying the Campaign Type filter (e.g., Dynamic, Triggered, Single) allows you to focus on specific types of campaigns and understand their unique effectiveness.
• Drill Down into Conversion Funnel: Use the Conversion Funnel tab to analyze the performance of targeted campaigns at each stage.
• Compare Similar Campaigns: Group campaigns by similar objectives (e.g., engagement vs. application conversion) for a clearer view of what works best.
• Avoid Aggregated Overviews for Deep Insights: While overall metrics provide a snapshot, filtering by campaign type, owner, or status ensures you're evaluating like-for-like data.

Does the Campaign Insights Report include a team filter?

Not at the moment. Currently, you can search and filter by individual users. We are reviewing how best to implement a team filter and will investigate further based on user feedback. If a team-level filter would improve your workflow, please submit this feedback via our Product Feedback form.

Can I view which contacts have received a campaign?

Yes, you can navigate to the campaign details by clicking on the campaign name in the Campaign Insights Report table. From there, go to the recipient section to review the contacts in more detail. However, it is not possible to view contacts directly within the Campaign Insights Report itself.