Creating Custom Reports - Advanced Explore
Custom Reporting - Advanced Explore is a feature available to users on the Premium plan.
Please check out Getting Started with Reports article before continuing with Advanced Explore.
Custom Reports - Advanced Explore
You can customize a report any way you want with Explore.
In the Explore sidebar, there are a handful of available fields for you to utilize. There are two kinds of fields:
- Dimensions are qualitative values, such as names, dates, times, geographical data, candidate statuses, or campaign statuses.
- Measures are quantitative values or values that can be calculated, such as the total counts of candidates, total count of emails clicked, percent of candidates responses and more.
Viewing all the Available Fields
Step 1. In the sidebar, select the drop-down arrow of any field category to expand all the available fields.
Step 1. Find and go to your chosen field and hover over the field.
Step 2. Select the (i) icon on the left of the field name.
You can refine your search and drill into specific data by filtering on dimensions or measures.
Step 1. To add filters, go to your chosen field and hover over the field.
Step 2. Select the funnel icon on the left of the field name.
Removing a Filter
Step 1. Select the X icon on the left of the filter option.
Adding an OR clause to a Filter
Step 1. Select the + icon on the left of the filter option.
You can create pivot tables to help group and aggregate Teamable data.
Step 1. Go to your chosen field and hover over the field.
Step 2. Select the side-up arrow on the left of the field name.
Table, Column, Bar, Scatterplot, Line, Area, Pie, Google Maps, Pie and more.
For a full list of Visualization types available, check out the article on Visualization types on the Looker support site.
For more information customizing your visualization, check out the article on Creating visualizations and graphs on the Looker support site.
Example #1 - Finding the total count of reached candidates in every candidate outreach status in every open Campaign in the past 3 months
Narrow down what fields you will need for this search.
Finding the total count of reached candidates in every candidate status in every open Campaign in the past 3 months.
There are a variety of date options, Candidates: Reviewed Date, Replied Date, Sent Date, Sourced Date, Campaign - Created Date, Project - Created Date.
We want to focus on candidates that have been sent an outreach in the past 3 months, so we need to filter on sent candidates only.
The total count of candidates is a measure we want to display since we are looking for the number of candidates. Candidate outreach status is a dimension we want to display because we are looking for every candidate status available.
Every open campaign will be a filter since we want to display only current active campaigns.
- Candidate funnel stage is Reached
- Campaign needs to be Open
- Candidate needs have been sent an outreach in the past 3 months
- Candidate outreach status
- Total count of reached candidates
Adding the Filters
Step 1. Add the filter by Reached Candidates. Under the Candidate section, select the filter icon on the of "Current Funnel Stage".
Step 2. Once the filter appears on the top section of the page, select the drop-down menu and select "Reached".
Step 3. Add the open Campaigns filter. Under Campaigns section, select the filter icon on the right "Closed (Yes/No)".
Step 4. Once the filter appears on the top section of the page, select the drop-down menu and select "No".
Step 5. Add the Candidates Sent Date filter. Under Candidates section, select arrow to expand the "Sent Date" options.
Step 6. When the "Sent Date" options expand, select the filter icon on the right of "Month".
Step 7. Once the filter appears on the top section of the page, select "is in the past", type "3", and select "months" as the time period drop-down option.
Adding the Dimensions and Measure fields
For this Look, we want to display the outreach status for every candidate that has been sent an outreach in the past 3 months.
Step 1. Add the dimension field for Candidate Outreach Status. Under the Candidates Dimensions section, select "Activity (Outreach Status)".
Step 2. Add the measure field of the Candidates Count. Under the Candidates Measures section, select "Count".
Step 3. Now that all the fields have been added. Select the "Run" button on the top-right corner of the page to refresh and reload the values.
Navigating the Page
- You can adjust your filters in the Filters section.
- The Visualization section allows you to choose from a variety of graphs and charts.
- The Data section will display your results and values based on the select fields.
- For more advanced calculations, select the "Add calculation" button.