> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jobin.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Measure recruiting performance, revenue, business development, clients, and outreach, and build your own reports with goals and calculated metrics.

Reports answer the questions an agency asks every week: how many candidates did we submit and place, how fast, from which source, for
which client, and what did it earn. Open **Reports** from the sidebar.

Every owner, admin, and member of the workgroup can open Reports, including the financial reports. Client Portal users can't.

All internal members can create reports and dashboards from the available templates. Templates with no supported reports are
not offered yet. Members create the dashboard's reports; owners and admins can also include its starter goals or leave them out.

## Recommended workflow

1. **Start with the Overview.** See recruitment activity and outcomes for the last 30 days at a glance.
2. **Pick the period and the reporting mode.** Choose the dates, then decide whether you are counting events in the period or following a cohort. See [Reporting modes](#reporting-modes).
3. **Narrow it down.** Filter by recruiter, job, or candidate source.
4. **Open the report that answers your question.** Recruiting performance, Jobs, Team, Sources, Outreach, Revenue & finance, Business development, or Clients.
5. **Open the records behind a number.** Select a metric to see the candidates and jobs it counts.
6. **Save what you'll reuse.** Build a custom report, save it for yourself or your workgroup, and track it against a goal.

## The reports

| Report | What it answers |
| - | - |
| **Overview** | Recruitment activity and outcomes at a glance. |
| **Recruiting performance** | How recruiting activity compares with recorded outcomes: submissions, offers, placements, falloffs, conversion rates, and time to hire. |
| **Jobs** | Job activity and the time to the first submission. |
| **Team** | How activity compares across your recruiting team. |
| **Sources** | Candidate entries and submissions by source, such as AI Search, your existing database, your career site, job boards, referrals, and your social network. |
| **Outreach** | Sequence funnels and channel performance, with a link into each [sequence's analytics](https://docs.jobin.cloud/sequence-analytics.md). |
| **Revenue & finance** | Financial events, balances, and revenue attribution, by currency, client, engagement type, placement type, and invoice status. |
| **Business development** | Opportunity outcomes, win and loss rates, loss reasons, expected pipeline value, and your sales pipeline. |
| **Clients** | Recruiting and financial outcomes for one client: jobs, submissions, interviews, placements, fill rate, feedback delay, repeat business, and fees. |
| **Report builder** | Your own reports built from the same metrics. |

When your workgroup places contractors, the reports also cover contract staffing: active contractors, starts, finishers, extensions,
approved billings and pay, gross profit and margin, utilization, redeployment, and receivables.

## Reporting modes

* **Events in this period** counts what happened between the dates you chose, for example every placement made in March.
* **Cohort** follows a group that entered in the period, for example the candidates added in March and how many were later placed.
  Rate metrics such as placement rate and offer-to-placement rate use cohorts, so each rate compares like with like.

Business development also offers a **Current snapshot** of open opportunities.

## Read the numbers correctly

* **Unavailable is not zero.** When Jobin doesn't have the data to measure a metric yet, it says so and explains why, instead of showing 0.
* **Partial history is flagged.** A metric built on records with incomplete history is marked, so you know to read it with care.
* **Drill down.** Select a count to open a page of the candidate-job records behind it, then open any contact or job.

## Record revenue and opportunities

Revenue and business development reports use the records you keep in Jobin.

* **Invoice drafts.** A confirmed placement with a client, booked fee and currency automatically prepares a draft invoice, according to your billing defaults. New manually recorded invoices also default to **Draft**. Review the fee and reference in **Invoices** before issuing. Drafts do not count as invoiced revenue, outstanding balances or overdue debt.
* **Sending and payment.** Choose **Issue & mark as sent** to confirm an invoice sent outside Jobin. This records the sending date and optional provider or reference; it does not send an email or record a payment. Use **Invoice options** (three dots) to **Issue without sending**. An issued invoice then offers **Mark as sent**, and a sent invoice offers **Record payment**. Record only money actually received; partial payments are supported. Other financial actions, including cancellation with a reason, are available through **Invoice options**.
* **Corrections and removal.** Owners and admins can use **Invoice options → Edit invoice** to correct references, due dates and amounts while preserving payment history. Amounts must cover existing receipts and credits. Use **Manual overwrite** for an exceptional stage or balance correction and enter a reason; **Activity** retains before-and-after values. **Remove invoice** hides the invoice and its financial contributions from reports without deleting its history. Restore it from **Removed**. Placement automation will not recreate a removed invoice.
* **Opportunities.** In **Business development**, choose **Record an opportunity** to add a client opportunity with its owner, source,
  and expected value. Track it through to won or lost, with a loss reason.

Financial reporting may be restricted to the members your workgroup allows.

## Build your own report

Open **Report builder** to answer a question the standard reports don't.

1. **Choose a common report** to start from, or start from scratch.
2. **Pick the metrics** and the date meaning, such as records created in the period or events in the period.
3. **Break it down** by date, recruiter, team, job, client, source, engagement type, employment type, placement type, opportunity
   status, currency, or contractor, and choose how to show it.
4. **Add a calculated metric** if you need one: combine two metrics by adding, subtracting, multiplying, or dividing them, or as a percentage.
   Owners and admins manage calculated metrics for the workgroup.
5. **Save the report** for **Only me** or for **My workgroup**. Open it again from **Saved reports**.

### Goals and progress

Owners and admins can set a goal on a metric, with a target, a period, a scope, and a currency for financial goals. Everyone sees
progress against the goal, and a leaderboard compares recruiters. Archiving a goal keeps its history.

## How-to guides

Quick, step-by-step answers for common tasks:

* [How to build a custom recruiting report](https://docs.jobin.cloud/how-to/build-a-custom-report.md)
* [How to see how well an outreach sequence is performing](https://docs.jobin.cloud/how-to/see-sequence-performance.md)

## Related

> [card] [Sequence analytics](https://docs.jobin.cloud/sequence-analytics.md)
>
> Report on one sequence in depth.

> [card] [Outreach dashboard](https://docs.jobin.cloud/outreach-dashboard.md)
>
> Outreach activity and response rates across channels.

> [card] [Job pipelines](https://docs.jobin.cloud/job-pipelines.md)
>
> The stages your recruiting outcomes come from.

> [card] [Accounts and employers](https://docs.jobin.cloud/accounts.md)
>
> The clients your revenue and opportunities belong to.


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