June 2026 Reporting and pipeline visibility

Reports Revamp and Matches Module

ATZ CRM redesigned reporting and introduced a dedicated Matches Module to give recruiters clearer visibility into performance and candidate-job shortlisting.

Redesigned reporting experience

New reports for recruitment performance and team activity

Dedicated Matches Module for candidate-job review

Better visibility into shortlisting and pipeline movement

Faster review across jobs without opening every job one by one

Quick answer

What changed for recruiters?

Reports Revamp improves the reporting experience with new reports and clearer visibility into team activity and recruitment performance. The Matches Module gives recruiters a dedicated place to review candidate-job matches and streamline shortlisting across jobs.

What changed

What this update changes

ATZ CRM revamped reports in June 2026 with a redesigned experience and new reporting views for recruitment performance and team activity.

The release also highlights the Matches Module, a dedicated place for candidate-job matches. Recruiters can review assignments, stages, ownership, and fit context without jumping into every job separately.

Together, these updates help managers see the bigger picture and help recruiters act faster on the records that need attention.

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.

Clearer performance review

Managers can review team activity and recruitment performance with a more usable reporting experience.

Faster candidate-job review

Recruiters can use Matches to review candidate assignments and shortlisting context across jobs.

Better pipeline visibility

Reports and Matches together help teams understand activity, progress, ownership, and candidate movement.

Before and after

How the workflow changes

Before

Managers relied on older report layouts and scattered pipeline checks to understand progress.

After

A revamped reporting experience and Matches Module give teams clearer visibility into performance and candidate-job activity.

Before

Recruiters opened individual jobs to inspect many assigned candidates.

After

Matches gives a cross-job view for faster review and filtering.

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

Review reports for team context

Use reporting to understand activity, bottlenecks, and performance trends.

2

Open Matches for candidate-job detail

Review matched or assigned candidates across jobs from a dedicated module.

3

Filter by owner, stage, or job

Narrow the view to the records that need recruiter action.

4

Move the right candidates forward

Use the visibility to update stages, follow up, or refine shortlists.

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.

Manager visibility

How reports and Matches answer different questions

Both updates improve visibility, but they are useful at different moments in the recruitment cycle.

Reports show performance patterns

Use reports to understand activity, output, recruiter contribution, source performance, and where the team may need support.

Matches shows active shortlisting work

Use Matches to review candidate-job relationships, assigned candidates, stages, and records that need the next recruiter action.

Managers get the overview

Team leads can start with reports, then move into Matches when they need to inspect real pipeline movement.

Recruiters get the working queue

Individual recruiters can use Matches as a focused area for follow-ups, stage updates, and shortlist checks.

Quick answers

Common questions

What changed in reports?

ATZ CRM redesigned the reporting experience and added new reports for better visibility into recruitment performance and team activity.

What is the Matches Module?

It is a dedicated module for reviewing candidate-job matches and assignments across jobs.

How do reports and Matches work together?

Reports show broader performance and activity patterns, while Matches helps recruiters act on candidate-job records.

Is the Matches Module only for AI matches?

No. It helps recruiters review candidate-job relationships and assignments in a dedicated area, whether the candidate came from matching, sourcing, imports, or manual assignment.

Can managers use the new reports for team reviews?

Yes. The revamped reports are built to make activity, performance, and team visibility easier to review.

How often should recruiters check Matches?

Teams with active roles may review Matches daily because it can show candidates that need stage updates, follow-ups, or shortlist decisions.

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.

Book a demo