Cleaner searches from existing folders
Recruiters can turn organized folders into practical search filters, making saved candidate groups more useful during daily sourcing and review.
December 2025 Search and reporting
Folders Filter and Clickable Reports
ATZ CRM added a folders filter to Advanced Search and made reports clickable, giving recruiters faster ways to narrow records and open detailed report views.
Use folders as a direct filter inside Advanced Search
Find segmented candidate lists without rebuilding manual searches
Open report details by clicking directly from the report view
Move from a metric to the records behind it with less navigation
Give managers and recruiters a quicker way to investigate pipeline numbers
Quick answer
What changed for recruiters?
The December 2025 search and reporting update helps recruiters filter records by folders in Advanced Search and click reports to view the underlying details. It is designed for teams that use folders to organize candidates and reports to monitor activity, submissions, pipeline progress, and recruiter performance.
What changed
What this update changes
Recruiters can now use folders as a filter when running Advanced Search in ATZ CRM. If your team organizes candidates, contacts, or hiring segments into folders, those groups become easier to use during search and review.
The update is especially useful when folders represent talent pools, hotlists, client-specific groups, geography, skill sets, or imported batches. Instead of searching broadly and then checking folder membership manually, recruiters can begin from the folder context itself.
Reports are also more interactive. When a recruiter or manager sees a report number that needs attention, they can click into the report to inspect the detailed breakdown behind it.
Together, these improvements reduce the small navigation gaps that slow teams down: searching one place, checking folder membership somewhere else, and then opening separate screens to understand report data.
Why it matters
Why it matters to recruiters
Recruiters are often measured on speed, quality, and follow-through. This update is designed to reduce manual work, protect useful context, and help teams keep hiring activity moving with fewer handoffs.
Faster report investigation
Managers can move from a dashboard number to the supporting detail without asking the team to pull separate lists or manual proof points.
Better follow-up on segmented talent pools
Folder-based searching helps recruiters quickly revisit warm lists, niche skill pools, client lists, or recent import groups.
Less manual cross-checking
Teams spend less time confirming whether records belong to the right group and more time deciding who needs outreach or review.
Before and after
How the workflow changes
Before
Recruiters used folders for organization but had to do extra checking when combining folder context with Advanced Search.
After
Recruiters can include folders directly in Advanced Search to narrow the record set from the beginning.
Before
A report number often led to manual digging before the team could understand which records contributed to the result.
After
Clickable reports let users open the detailed view behind the metric and continue analysis faster.
Before
Talent pools, import groups, and client-specific folders were useful but not always easy to apply during search.
After
Those groups become more actionable because recruiters can search inside or around them with fewer steps.
How recruiters use it
How the workflow works
The exact setup depends on your workspace and permissions, but the core workflow is built to keep recruiters closer to the record, the next action, and the right team context.
1
Organize the records you want to revisit
Use folders for useful recruiting segments such as skill pools, job families, event lists, client groups, or imported candidates.
2
Open Advanced Search
Start a search from the module where your team needs to review records and select the folder-related condition.
3
Combine folder context with other filters
Layer in location, skills, stage, engagement, ownership, or other criteria to reduce the list to the records that matter today.
4
Review reports with drill-down context
When a report highlights a number worth investigating, click through to inspect the supporting breakdown.
5
Act on the resulting records
Use the filtered list or report detail to follow up, update records, prepare outreach, or coach the team with better context.
Best fit
Teams that benefit most
Recruiters who use folders to manage talent pools or imported lists
Recruitment managers reviewing activity, pipeline, and performance reports
Teams that need faster drill-down from summary numbers to record-level context
Agencies that organize candidates by skills, location, client, campaign, or job family
Helpful next steps
Related ATZ CRM pages
Advanced Search filter types Review the filter types recruiters can combine when narrowing records in ATZ CRM. Use folders to manage records Learn how folders help recruiters group records for sourcing, review, and follow-up. Edit, rename, or delete folders See how to keep folder structures clean as recruiting lists change over time. Reports and Dashboards Explore how ATZ CRM helps recruitment teams monitor activity, pipeline, and business performance. Recruiter Funnel Reports and Exports Read the earlier reporting update that added recruiter-wise funnel views and one-click exports. Candidate Details, Smart Views and Email Defaults See the related Advanced Search update that introduced multi-filters and reusable Smart Views.
Quick answers
Common questions
What changed in Advanced Search in December 2025?
ATZ CRM added a folders filter so recruiters can narrow search results using folder membership alongside other search conditions.
Why is folder filtering helpful for recruiters?
It lets recruiters work from organized groups such as hotlists, talent pools, import batches, client lists, or skill-based folders without manually checking folder membership later.
What does clickable reporting mean?
Users can click a report metric or report area to open a more detailed breakdown, making it easier to understand what is behind the number.
Does this replace Smart Views?
No. Folder filtering adds another way to narrow records, while Smart Views are useful for saving repeat search combinations that recruiters want to reuse.
See it in context
Review this update inside your recruiting workflow
Book a walkthrough with the ATZ CRM team to see how this update supports your jobs, candidates, and shortlist process.