Client reports
A full analytics dashboard scoped to one client — applications volume, recruitment funnel, source breakdowns, visitor analytics, recruiter performance. Date-filtered, with a PDF export.
The Reports tab is a self-contained analytics dashboard for one client. Same charts as the global Reports section, but every number, chart and KPI is scoped to this client’s data only. Use it for client-by-client reviews, quarterly business reviews, or any conversation that needs to be backed by data.
The date filter
At the top of the tab, a date filter controls which data appears in every section below.
Quick range buttons
Three preset buttons: Last 7 days, Last 30 days, Last 90 days. The active button is highlighted in blue. Default when you first open the tab: Last 30 days.
Custom date range
If the presets don’t fit, use the date picker to pick a specific from-to range. The picker keeps both ends populated even when you haven’t picked yet.
The filter syncs with the URL
Your date selection is stored in the page URL. Share the URL with a teammate and they’ll see exactly the same data scope you did.
Export the whole tab as a PDF
An Export PDF button at the top right captures the entire Reports tab — every chart, every KPI, every visualization — as a single PDF. Useful for client reviews where you want to share the data without giving Nextal access.
Section 1 — Volume & trends
Four KPI cards at the top of the section:
- Total applications — every application ever received for this client
- Last 365 days — applications received in the past year
- Last 30 days — applications received in the past month
- Last 7 days — applications received in the past week
Below the cards, two charts: Applications per month and Applications per day. Both show how application volume changes over time within your selected date range. Useful for spotting seasonality, the impact of a marketing campaign, or whether your sourcing is improving.
Section 2 — Pipeline & flow
- Recruitment funnel — every status step in your application workflow with a count of applications that reached it. Helps you spot where candidates are dropping off.
- Status flow charts — visualises transitions between statuses (who moves from screening to interview, from interview to offer, from offer to hire).
Section 3 — Source & sponsorship
- Applications by source — bar chart showing how many applications came from each source (career page, LinkedIn, referrals, sponsorships, etc.).
- Hires by source — same shape but counting hires instead of applications. The mismatch with the previous chart is often more informative than the numbers themselves.
- Sponsorship report — a per-client sponsorship dashboard (cost per click, cost per application, cost per hire if available) reused verbatim from the global sponsorship report.
Section 4 — Outcomes & reasons
- Decline reasons — why candidates declined offers (better offer, location, salary, etc.).
- Deny reasons — why your team rejected candidates (skills, experience, culture, etc.).
Section 5 — Productivity & process
- Time-to-hire, time-in-pipeline, hires-per-recruiter KPIs
- Interview types — pie / bar chart of phone vs. video vs. in-person interviews
- Pipeline conversion — what percentage of applications convert to hires at each step
Section 6 — Recruiter performance
Per-recruiter breakdown of activity on this client account. Helps spot who’s owning what, who needs help, and who’s the rockstar.
Section 7 — Visitor analytics
Where the traffic to this client’s career page is coming from:
- By country
- By region (province / state)
- By city
- By source (organic search, social media, direct, referral, etc.)
Note: visitor analytics show all-time numbers, not filtered by the date selector at the top. Visitors are a different data source from applications.
Who can do what
What you want to do
What you need
View the Reports tab
Access to clients and reports
Change the date filter
Same
Export to PDF
Same
Tips
- Use the URL to share a snapshot. If you’ve set a custom date range, copy the page URL and send it — your teammate sees exactly the same numbers.
- PDF export = quarterly business review. Most agencies generate one of these per client per quarter. The PDF captures the whole dashboard in one document.
- The funnel exposes coaching opportunities. If a recruiter consistently drops candidates between two specific statuses, that’s a process problem worth fixing.
- Source mismatches are gold. If LinkedIn brings 60% of applications but only 20% of hires, you may be spending money attracting the wrong fit. Compare the two source charts.