An Overview of Data Explorer

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Data Explorer is a reworking of reporting in Beamery. It makes it easier to visualize data in the CRM, lets you broaden your reporting to support use cases like diversity, and makes reporting workflows more user-friendly. 

With Data Explorer, you can intuitively report on the talent acquisition metrics that matter. Use these reports to enable data-driven decision-making and save time. Data Explorer also allows you to access global templates, and save your own reports. 

Do you prefer to learn by video, or are you looking for additional resources on Data Explorer? Learn more in our eLearning course


Table of Contents

Data Explorer Dashboard
Creating a New Report
Using a Saved Report
Using Team Filters with Data Explorer
Using a Global Report
Sharing Reports with Data Explorer
Data Explorer: Report View
Use Cases for Data Explorer


Getting to Know Data Explorer

Data Explorer Dashboard

The Data Explorer offers a launchpad for creating new reports and using saved reports. You can find it by clicking the ‘Reporting’ icon in the sidebar, and then choosing ‘Data Explorer’ in the top bar.

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  1. Create New Report - Build a new report from scratch.
  2. Filter by Report Type- Choose a report you have previously saved or find a shared report. The saved report types are as follows:
    • Public - these are reports that have been created and shared by an Admin user on your team, and are accessible to all users on your team.
    • Private - these are reports that you have created and saved. These are only accessible to you. 
    • Global  - these are report templates that are provided by Beamery for your use, and are accessible to all users on your team. 
  3. Search for a Report - Search for saved reports by keywords in the report name.

 


A Closer Look at Creating a New Report

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  1. Current Contacts - Use this drop-down menu to choose a standard report of contacts and statuses for building pipeline reports. 
  2. Time Delta Metrics - Use this drop-down menu to analyze KPIs like Candidate Velocity over time. More on building a Time Delta Metrics report here. 
  3. Filter Your Data using the Filter Panel - Use this button to open the filter panel and apply a set of filters to narrow down the candidates that appear in your report.

 


Using Team Filters with Data Explorer

Data Explorer offers reporting-specific filters that allow you to report on the contacts assigned to, created by, or sourced by specific teams in Beamery. 

When creating a report, use the filter panel to apply the below filters: 

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Team Assigned To

Use this filter to report on contacts who are assigned to Beamery users who are in a specific team. This filter uses the Owner field on the Beamery Profile. 

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Team Created By

Use this filter to report on contacts who were created by Beamery users who are in a specific team. This filter uses the Created By field on the Beamery Profile. 

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Team Sourced By

Use this filter to report on contacts who are sourced by Beamery users who are in a specific team. This filter uses the Sourced By field on the Beamery Profile. 

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A Closer Look at Using a Saved Report

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  1. Search for a Report - Type the name of a saved report to find and open it. 
  2. Filter by Report Type - Saved reports can be Private, Public, or Global. Use this dropdown to select which of these report types you’d like to see. 
  3. Saved Reports - Access a list of the saved reports that meet your search and filter criteria. Click on the name of a report to open it.

 


A Closer Look at Using a Global Report

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  1. Search for a Report- Type the name of a Global report to find and open it. Global report templates are available to all reporting users. The available Global reports are: 
    1. Team Stale Contacts
    2. Team Sourcing Performance
    3. My Stale Contacts
    4. My Source Success
    5. Global Pipeline
    6. Candidates without Primary Company 
    7. Candidates without Email 
  2. Filter by Report Type - saved reports can be Public, Private or Global. Select ‘Global’ from this drop-down menu to see only Global Reports
  3. Report Type - Global Reports will be indicated as such in the ‘Report Type’ column.

 


Sharing Reports with Data Explorer

Users with Super Admin, Marketing Admin, and Sourcing Admin roles can share reports with all users in their company. This allows entire teams to easily make use of standardized reports, ensuring consistency with reporting of metrics. 

If you’re an admin user and would like to know more about how to share a report, take a look at these step-by-step instructions

Shared reports will be available in the ‘Use Saved Report’ area of the Data Explorer dashboard, and will have the report type ‘Public’

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  1. Search for a Report - Type the name of a Shared report to find and open it. 
  2. Filter by Report Type - saved reports can be Private, Global, or Public. Select ‘Public’ from this drop-down menu to see only Shared Reports
  3. Report Type - Shared Reports will be indicated as ‘Public’ in the ‘Report Type’ column.

 


Data Explorer: Report View

Once you have created a new report or chosen a saved report to open, you’ll be taken to the report view where you can view, adjust, and save your report.  

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  1. Chart Type- Use this dropdown to select how you would like to visualize your data in a chart.
    1. Chart Type Diagram 
      Pie 1593015310617-Iuw.png
      Bar 1593015318806-wY4.png
      Stacked Bar Normal 1593015325397--SU.png
      Stacked Bar Percentage 1593015333004-f9w.png
      Column 1593015341658-hWI.png
      Stacked Column Normal 1593015350493-ta8.png
      Stacked Column Percentage 1593015357266-jgg.png
      Table 1593015646288-j1k.png

       

  2. Visualize By - Use this drop-down to make any changes to how you would like to view the data in your report. This is how the data is segmented in the first instance, so for example, if you're looking to report on creation source, you would need to choose 'Creation Source' for this dropdown.
  3. Split By  - Use this drop-down to choose an attribute by which to split the data in the current report. You can split your data using standard and custom fields. 
  4. Save Report - Click the three dots button and select ‘Save as New Report’ from the drop-down menu to save your report. Once a report is saved, this menu will also give admin users the option to share a report. 
  5. Export CSV - Use this button to export a CSV file of the candidates included in this report. Please note that the number of candidates you can export at one time is limited to 10,000.

 


Use Cases for Time Delta Metrics

Time Delta Metrics is a powerful tool to help you and your organization optimize your sourcing spending and improve recruiter productivity but to get started, take a look at the below use cases: 

 


In Summary…

Data Explorer is a powerful, intuitive tool for reporting on all of the data in the CRM quickly and easily. Offering a high level of customization, Data Explorer allows you to generate the reports you need in order to make data-driven decisions, view these reports in the format most useful to you, and save reports for continued use. 

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