> ## Documentation Index > Fetch the complete documentation index at: https://docs.stardex.com/llms.txt > Use this file to discover all available pages before exploring further. # Reports > Explore pipeline, activity, CRM, offer, and financial reports, and filter or export results. Stardex provides comprehensive reporting across your recruitment and business development activities. Reports are organized into four main categories: * **Candidate Pipeline** - Track candidate progress and recruitment metrics * **CRM** - Monitor business development and client engagement * **Offer Tracking** - Manage and analyze job offers * **Financials** - Revenue and commission forecasting ## Candidate Pipeline Reports **Filters:** * Filter by specific jobs * Filter by team member (recruiter) * Date range for when candidates entered stages ### Days in Pipeline **What it shows:** Average time candidates spend in each pipeline stage. **Key metrics:** * Average days spent per stage * Only includes candidates who have exited the stage (not currently active) * Excludes rejection stages from the calculation *** ### Candidates in Pipeline **What it shows:** Current number of candidates in each pipeline stage. **Key metrics:** * Total candidates per stage * Real-time snapshot of your pipeline health * Breakdown by team member or job (optional) **Viewing options:** * **Combined View:** Total candidates across all selected filters * **Member Breakdown:** See distribution by team member (only includes assigned candidates) * **Job Breakdown:** See distribution across selected jobs *** ### Activity Count **What it shows:** Team member activities across candidates and jobs. **Viewing options:** * **Combined View:** Total activities across the team * **Member Breakdown:** Activities by team member * **Job Breakdown:** Activities by job *** ### Rejection Reasons **What it shows:** Why candidates were rejected from your pipeline. **Key features:** * Aggregated rejection counts by reason * AI-powered summary of rejection patterns * Detailed candidate-level data with notes * Downloadable CSV export **AI Summary includes:** * Common rejection themes * Bullet-point insights * Pattern identification **Use cases:** * Understand common candidate shortcomings * Improve job descriptions based on rejection patterns * Refine candidate sourcing strategy * Share insights with hiring managers **Filters:** * Filter by specific jobs * Filter by team member who rejected * Date range for rejections *** ### Passthrough Rate **What it shows:** Percentage of candidates who successfully moved to the next expected stage. **Key metrics:** * Passthrough rate per stage (% moving to next stage) * Total entered, left, and active candidates per stage * Rejection counts and rates per stage * Percentage of total pipeline per stage **Formula:** (Candidates moving to next stage ÷ Total candidates who exited) × 100 **Advanced features:** * **Sankey Flow Diagram:** Visual representation of candidate transitions * **Stage visibility controls:** Show/hide specific stages * **Skipped stage handling:** Optionally count candidates who skip stages * **CSV Export:** Both summary data and full candidate history **Important notes:** * Only counts candidates who have exited a stage (active candidates excluded) * Tracks movement to the specifically expected next stage * Stage visibility settings persist across jobs **Use cases:** * Identify conversion rates at each stage * Find stages with high dropout rates * Optimize your pipeline structure * Compare performance across different jobs **Filters:** * Job selection (required - shows one job at a time) * Stage visibility (show/hide specific stages) * Skipped stage counting (on/off) *** ### Activity Board (Recruiter Performance) **What it shows:** Individual team member performance metrics. **Metrics per team member:** * Candidates Sourced * Activities Logged (total count) * Offers Associated **Filters:** * Date range for all metrics *** ### Custom Attribute Report **What it shows:** Distribution of custom attribute values across your candidates. **Features:** * Works with any custom multi-select attribute * Visual bar chart representation * Count of candidates per attribute value **Use cases:** * Analyze candidate demographics * Track skill distributions * Monitor candidate sources * Evaluate diversity metrics **Configuration:** * Select any multi-select custom attribute * Apply standard report filters *** ## CRM Reports ### CRM Stats **What it shows:** High-level CRM performance metrics. **Key metrics:** * Total Pipeline Value (sum of all deal amounts) * Total Deals (count) * Average Deal Size * Win Rate (percentage of deals in "Won" status) **Filters:** * Filter by team member (deal owner) * Date range for deal creation *** ### CRM Activity Count **What it shows:** Activity metrics specific to CRM and business development. **Viewing options:** * Combined view * Member breakdown * Job breakdown (when activities link to jobs) **Filters:** * Filter by team member * Date range for activities *** ### Deals by Status **What it shows:** Distribution of deals across different statuses. **Key metrics:** * Count of deals per status * Visual representation with status colors * Total deal value per status (if configured) **Filters:** * Filter by team member (deal owner) * Date range for deal creation *** ### BD Campaign Reports **What it shows:** Performance of Business Development email campaigns. **Aggregate metrics:** * Total Campaigns (count) * Total Enrollments (contacts enrolled) * Emails Sent (total messages) * Responses (replies received) **Filters:** * Date range for campaign creation *** ## Offer Tracking **What it shows:** Comprehensive view of all job offers extended to candidates. **Data displayed per offer:** * Candidate name and details * Job title and client * Offer status (customizable) * Extended date * Accepted date * Start date * Job fee * Candidate salary * Team members involved * Client contacts * Notes **Advanced features:** * Inline editing of offers * Contact information popovers (email, phone with copy functionality) * Quick links to candidate, job, and company details * Full-text keyword search * Comprehensive filtering system * CSV export **Available filters:** * Offer Status (include/exclude specific statuses) * Team Members (owners) * Jobs (include specific jobs) * Clients (include/exclude) * Extended Date Range * Accepted Date Range * Keyword search (searches across candidate, job, client, notes, team members, contacts) **Use cases:** * Track all active offers * Monitor offer acceptance rates * Analyze time to acceptance * Identify bottlenecks in offer process * Report to clients on candidate status * Forecast upcoming placements **Filter persistence:** * All filters are saved locally per user * Settings persist across sessions * Filters are route-specific (different views can have different filters) *** ## Financials ### Revenue Forecast (Commission Forecast) **What it shows:** Projected commission earnings based on current job pipeline. **Key metrics:** * Total Revenue (sum of all job fees) * Firm Commission (based on firm commission percentage) * Team Commission (distributed among recruiters) * Individual team member commission breakdown * Per-job commission details **Job details table:** * Job title and client * Firm revenue per job * Team member commission splits per job * Sortable by revenue **Advanced features:** * Time-based filtering with presets (3 days, 1 week, 2 weeks, 30 days, 90 days, 180 days, 1 year) * Custom date range selection * Active vs. Archived job filtering * Job status filtering * Team member filtering * Multiple currency support **Commission calculation:** * Firm commission: Job fee × Firm commission percentage * Team commission pool: Job fee × (100% - Firm percentage) * Individual splits: Based on percentage or fixed amount configuration **Filters:** * Job Status * Team Member * Job Creation Date Range * Active vs Archived Jobs *** *** ## Report Filters All reports support various filtering options to focus on specific data: ### Common Filters * **Jobs:** Filter by specific job openings * **Team Members:** Filter by recruiter or team member * **Date Range:** Filter by time period with presets: * Past 3 days * Past week * Past 2 weeks * Past 30 days * Past 90 days * Past 180 days * Past year * Custom date range ### Filter Behavior * Filters are applied in real-time * Multiple filters can be combined * Some reports persist filter settings * Date ranges can be customized * Clear all filters option available on most reports *** ## Exporting Reports Many reports support data export: * **CSV Export:** Download raw data for analysis * **Summary Export:** Get aggregated metrics * **Full History Export:** Complete historical data Export options available on: * Rejection Reasons (CSV with full details) * Passthrough Rate (Summary and Full History) * Offer Tracking (Filtered results) * Activity Count (via standard export) *** *** ## Need Help? If you need assistance with reports or would like to request a custom report, please contact us at [**sanket@stardex.ai**](mailto:sanket@stardex.ai) with "Request for Report" in the subject line. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.