Clearer individual contribution
Managers can see which recruiters are adding candidates or clients and where that work sits in the funnel.
May 2025 Reporting
Recruiter Funnel Reports and Report Exports
ATZ CRM added recruiter-wise candidate and client funnel reporting, plus one-click CSV/XLS export for sharing report data and reviewing it outside the CRM.
See candidates added to jobs by recruiter and current stage
Review client funnel movement by recruiter within a selected date range
Export report data to CSV or XLS in one click
Use recruiter-level reporting for reviews, planning, and coaching
Quick answer
What changed for recruiters?
Recruiter Funnel Reports give managers clearer visibility into how candidates and clients move through stages by recruiter. The May update added candidate funnel and client funnel views by recruiter, plus report export to CSV/XLS so teams can share, archive, or analyze report data more easily.
What changed
What this update changes
ATZ CRM expanded reporting with recruiter-wise funnel views for both candidate and client activity. Managers can now look beyond total counts and see how work is distributed across individual recruiters.
The candidate funnel report shows candidates added to jobs by each recruiter and where those candidates currently sit in the hiring process. The client funnel report gives a recruiter-wise view of clients added per stage during a chosen time period.
Report exports were also added, making it easier to take report data into spreadsheets for leadership reviews, deeper analysis, handoffs, or record keeping.
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 coaching conversations
Stage-level reporting helps team leads spot whether a recruiter needs help with sourcing volume, qualification, follow-up, or client conversion.
Better operating reviews
CSV and XLS export lets teams bring report data into weekly reviews, board packs, spreadsheet models, or client-facing summaries.
More useful time-range analysis
Client funnel reporting by selected date range helps agencies compare recruiter activity across periods without relying only on anecdotal updates.
Before and after
How the workflow changes
Before
Managers reviewed broad pipeline numbers and then asked recruiters for extra context manually.
After
Recruiter-wise funnel reports show who added candidates or clients and where records sit by stage.
Before
Client activity by recruiter was harder to compare over a specific date range.
After
Teams can generate client funnel views for selected periods and use them in performance reviews.
Before
Report data often had to be copied or recreated when teams needed it in a spreadsheet.
After
Reports can be exported to CSV/XLS for sharing, analysis, and documentation.
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
Choose the funnel view
Open the reporting area and select the candidate or client funnel view based on the question you want to answer.
2
Select recruiters and range
Use recruiter filters and date range options where available to focus the report on the right people and period.
3
Review stage distribution
Look at where candidates or clients sit in the funnel so activity can be tied to pipeline progress.
4
Export when needed
Download the report as CSV or XLS when the data needs to be shared, modeled, archived, or discussed outside ATZ CRM.
Feature-specific details
Extra context for this update
Some releases affect more than one recruiting workflow. These notes explain the practical details recruiters, admins, or managers may want to review before rolling the update out to the team.
Performance visibility
How recruiter-wise funnel reports support team reviews
Recruiter funnel reports help managers understand who is adding candidates or clients, where records sit by stage, and which parts of the workflow need attention.
- Use candidate funnel reports to review job activity by recruiter.
- Use client funnel reports to inspect business development progress.
- Export CSV or XLS files when leadership, finance, or clients need a shareable copy.
Best fit
Teams that benefit most
Recruitment managers reviewing recruiter activity
Agency owners comparing candidate and client pipeline health
Operations teams preparing weekly or monthly reports
Recruiters who need clearer evidence of funnel contribution
Helpful next steps
Related ATZ CRM pages
Reports and Dashboards Explore ATZ CRM analytics, dashboards, and reporting capabilities. Team Productivity Insights Compare recruiter activity and outcomes across selected KPIs and date ranges. Client Productivity Insights Review client and organization performance across stages, activities, revenue, and payments. Candidate Stage Report Understand candidate stage movement and chart-based reporting over a selected period. Export data to CSV or Excel Learn how CSV and Excel exports work across ATZ CRM data views.
Quick answers
Common questions
What does the candidate funnel by recruiter show?
It helps teams review candidates added to jobs by each recruiter and understand the current stages of those candidate-job assignments.
What does the client funnel by recruiter show?
It gives a recruiter-wise view of clients added per stage during the selected time range, helping managers compare client development activity.
Why export reports to CSV or XLS?
Exporting helps teams share report data, run spreadsheet analysis, create leadership snapshots, or keep records for later review.
What can managers learn from recruiter funnel reports?
They can see recruiter-wise record volume, current stages, and pipeline movement across selected time ranges.
Why export reports to CSV or XLS?
Exports make it easier to share data, run deeper analysis, keep records, or prepare internal performance reviews.
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.