Reporting
Reporting shows how your recruiting is going: new prospects, messaging and calls, meetings, hires, and transactions. Every tab uses one shared date range and the same set of filters, and admins can download a branded ThirdPool Report PDF with a link you can share.
Path: main nav → Reporting (the chart icon)
Who can see what
| Role | What Reporting shows |
|---|---|
| Owner and Admin | Everyone's data in the account, plus the ThirdPool Report button |
| Manager and User | Only your own prospects. The owner filter is replaced by a locked My prospects chip. |
The Activity tab is only for HiringCenter super admins. Account owners and admins do not see it.
Pick a date range
At the top of the page, choose This Month (the default), Last Month, Year to Date, or Custom Range. The range you picked shows under the Reporting heading.
With Custom Range, some tabs have limits:
- Prospects: the range can be up to 3 years long.
- Conversations: the start date must be within the last 120 days.
If a date breaks the limit, a red message explains why and the calendar greys out dates you can't pick.
Filter a report
Each tab has a filter bar under the tabs. Pick one or more values in any filter to narrow the report:
- Owner (the prospect owner)
- Pipeline
- Stage
- Source
- Office
- Label
- Import (prospects from a specific import)
The Conversations tab swaps Stage and Office for Identity and calls the owner filter Member. The Shared tab adds a Shared with filter.
Filters stay in place when you switch tabs. Use the refresh button at the end of the filter bar to reload the numbers; it shows when the data was last updated.
Filters with no values to pick from are hidden.
Tip: Click a prospect in any table to open their details without leaving Reporting.
Tabs
Prospects
New prospects in the date range.
- Cards for New prospects, Top source, Top office, and Out of area
- Prospects over time chart
- Breakdowns by pipeline, stage, owner, source, office, label, license status, out-of-area status, and CCI priority score
- Prospects by geography: click Show map to load the map
- A table of prospects with Export prospects (CSV)
Conversations
Texts, emails, and calls in the date range.
- The Messages/Emails/Calls chart, split into outbound and inbound. Narrow it with Message Type (All Types, Text, Email, Call) and Message Sender.
- Initial Response Rate and Median Initial Reply Time
- SMS Deliverability Rate and SMS Link Click Rate
- Messages by User
- Total Call Length, Average Connected Call Length, Outbound Answer Rate, Outbound Voicemail Rate, and Calls by Status
The Conversations tab has no export.
Shared
Prospects that were shared with a manager.
- Cards for Shared with, Prospects shared, Group messages, Top manager, and Reviews (shares a user or manager has reviewed)
- Shared with managers over time, plus breakdowns by manager, group vs individual, and prospect owner
- A table with Export shared (CSV)
Meetings
Meetings in the date range.
- Cards for Meetings, Reviewed, Completed, and Top meeting owner
- Meetings over time, plus breakdowns by meeting type, meeting owner, review status, next steps, and rating
- A table with Export meetings (CSV)
Hires
Hires by hire date.
- Cards for Hires, Top source, Top pipeline, and Top office
- Hires over time, plus breakdowns by source, prospect owner, and office
- A table with Export hires (CSV)
Transactions
Transactions logged on prospects.
- Transactions count and Transactions over time
- Breakdowns by prospect owner, source, and pipeline
- A table with Export transactions (CSV)
Activity (super admins only)
A running log of every text, email, call, note, note reply, task, and meeting created in the date range. It is a support tool for HiringCenter staff.
- Filter by Type and User (including HiringCenter AI), plus the usual prospect filters (the owner filter is called Prospect owner here)
- Turn on Include deleted to add deleted notes, tasks, and meetings, and messages from deleted prospects. Deleted rows are tinted red and say who deleted them and when.
- Search looks through the rows already loaded. Scroll down, or click Load more, to go further back.
Download the ThirdPool Report
Owners and admins can create a branded PDF of recruiting results for the selected date range. It compares your numbers with national averages.
- Choose a date range.
- Click ThirdPool Report at the top right.
- Wait while the progress bar runs (preparing, loading account metrics and national averages, rendering, downloading).
- The PDF downloads. A Shareable link ready box then shows a short link. Click Copy link to share it.
Accounts on a TalentScout plan may also see a TalentScout Report button. Only HiringCenter super admins see it.
Common questions
How do I export data? Set your dates and filters, then click Export above the table on that tab. Every tab except Conversations has one.
Why do I only see my own numbers? Managers and users only see their own data. Ask an admin or owner if you need the full account view.
I get a date error on Conversations. The start date must be within the last 120 days.
My Prospects range is too long. A custom range on Prospects can be up to 3 years.
Why don't I see the ThirdPool Report button? Only owners and admins have it.
I don't see all my calls. Check the date range, the Member and Identity filters, and whether the calls went through a different identity or Device Handoff.
Where is the Activity tab? Only HiringCenter super admins can see it.