Enhanced Standard Reporting Availability
Enhanced Standard Reporting is now available as an optional feature for your system.
Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.
Customizing and Sharing This Report
Columns: Use the column selector to show, hide, or reorder columns to match your workflow.
Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.
Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.
Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.
The Enhanced Sales Stats by User report provides aggregate counts of sales activities at the user level, giving managers a clear view of individual recruiter and sales team performance. Use it to analyze historical data, compare team members, and identify trends across divisions, regions, and offices.
Accessing the Report
- Click the Analyze tab.
The Reports sub tab will automatically be selected. - In the Search Reports field, type SALES STATS BY.
- Click Enhanced Sales Stats by User from the results list.
Understanding This Report
What This Report Shows You
The Enhanced Sales Stats by User report displays aggregate counts of sales activities organized by individual user and week ending date. Each row represents a user’s performance for a specific week, showing the number of jobs closed, new orders entered, and contact activities logged. The report includes drill-down capability into secondary detail reports for Activity, Closed jobs, and Orders — allowing managers to see the specific records behind the summary numbers.
Why Use This Report
This report helps sales managers, recruiters, and regional leaders monitor performance and answer critical questions:
- How many jobs did each recruiter close this week compared to last week?
- Which team members are generating the most new orders?
- What is the activity volume for a specific recruiter over time?
- How does performance compare across different offices or regions?
- Who are the top performers on the sales team this month?
- Which recruiters may need additional coaching or support?
- What types of contact activities are being logged most frequently?
Who Benefits From This Report
Different roles use this report to address specific performance management needs:
Sales Managers: Track and evaluate performance of individual recruiters, compare team members side by side, identify high performers to recognize and areas needing improvement, and make data-driven coaching decisions.
Recruiters: Monitor their own performance week over week, understand personal activity levels relative to goals, and benchmark against peers to stay competitive and accountable.
Regional Managers: Assess performance across different regions and offices, identify high-performing areas to replicate best practices, and address underperforming branches with targeted support and resources.
Using Filters
Filters appear on the right side of your screen and help you focus on specific segments of your data. All filters default to “Include all” when you first open the report.
Available Filters
| Filter Name | What It Does | When to Use It |
|---|---|---|
| Division | Filters results to activities and jobs tied to a specific employer or division. | Use to review sales stats for a single division rather than the full agency. |
| Region | Narrows results to activities associated with a specific region. | Use to assess performance within a particular geographic market. |
| Office | Filters by the branch associated with the job, user’s home branch, or company (for new companies). | Use when reviewing performance at the branch level. |
| HCM User | Limits results to a specific user who created contact activities, is the sales rep on closed jobs, or entered new orders. | Use to pull a performance view for a single recruiter or sales rep. |
| Date Range | Provides preset date options: Yesterday, Today, This Week, Last Week, and other common ranges. | Select a preset range for quick filtering. |
Applying Your Filter Selections
- Click the edit icon next to any filter name to expand it.
- Make your selections by checking boxes or choosing from dropdowns.
- Click Apply to update the report with your filtered view.
- Click Cancel to discard changes and return to the previous filter state.
Reading the Data
The Enhanced Sales Stats by User report displays each user’s weekly performance as a separate row, with columns showing aggregate counts for closed jobs, new orders, and contact activities. Activity columns are dynamic — they display the contact activity types logged within your system, so the specific columns may vary based on how your organization tracks sales activities. Click on any count to drill down into the secondary detail report for that metric.
Primary Fields
| Field Name | Description |
|---|---|
| Name | The HCM User’s name — the recruiter or sales rep whose performance is being tracked. |
| Week Ending | The week end date in which the activities occurred. This date will always be the Sunday of the week. |
| Closed | The number of jobs closed between the date range, tracked using audit or log data. |
| New Order | The number of new jobs entered between the date range. |
| Activity | Dynamically displays the Contact Activities and Tasks logged on a contact profile. Credited to the user attributed to the activity when logging it on a profile. |
Secondary Reports (Drill-Down Data)
Click on any count in the primary report to access detailed records behind the summary numbers. Three secondary detail views are available:
Activity Detail
| Field Name | Description |
|---|---|
| Date | The Contact’s Activity Date — when the activity was logged. |
| Name | The Contact’s Name — the person the activity was logged against. |
| User | Full Name of the Contact’s Activity entering User — who logged the activity. |
| Notes | The Contact’s Activity Notes — details recorded with the activity. |
| Type of Activity | The Contact’s Activity Type — the category of activity logged. |
Closed Detail
| Field Name | Description |
|---|---|
| Order Closed Date | The Job’s Audit Date — when the job was marked as closed. |
| Req ID | The Job’s ID — unique identifier for the requisition. |
| Status | The Job’s Status — current status of the job. |
| Company | The Job’s Company Name — the client company for the job. |
| Hiring Manager | The Job’s Contact Name — the hiring manager associated with the job. |
| Position | The Job’s Title — the position title of the job. |
| Openings | The Job’s Openings — number of positions to fill. |
| User | Full Name of the Job’s Sales Rep — who is credited with the closed job. |
Orders Detail
| Field Name | Description |
|---|---|
| Order Date | The Job’s Entered Date — when the new order was created. |
| Req ID | The Job’s ID — unique identifier for the requisition. |
| Company | The Job’s Company Name — the client company for the job. |
| Hiring Manager | The Job’s Hiring Manager Name — the contact for the new order. |
| Position | The Job’s Title — the position title of the job. |
| Openings | The Job’s Openings — number of positions to fill. |
| User | Full Name of the Job’s Sales Rep — who entered the new order. |
Practical Applications
The Enhanced Sales Stats by User report gives sales managers and regional leaders a clear, reliable view of individual recruiter performance — covering activity volume, jobs closed, and new orders — all in one place. Managers can filter by Division, Region, Office, or individual HCM User to focus on specific teams, and drill into secondary detail reports (Activity, Closed, Orders) to understand the story behind the numbers. Recruiters can use the report to track their own performance week over week and benchmark against teammates. Regional managers can compare performance across branches and identify both top performers and areas needing coaching. The week-by-week view makes it easy to spot trends, celebrate wins, and address performance gaps before they become larger issues.
Exporting Your Data
Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.
- Apply any filters you want included in your export.
- Click the three-dot menu icon (⋅⋅⋅) in the top right corner of the report area.
- Select your preferred format from the Download submenu:
- Image: Creates a visual snapshot of the report as currently displayed.
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools.
- PDF File: Generates a formatted document suitable for printing or formal distribution.
Additional Export Options
The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.
Refreshing the Report
Avionté automatically refreshes report data every 5 minutes. If you want to see the most current activity data immediately after changing filters or after new entries have been recorded, you can manually refresh.
- Locate the circular arrow icon above the filter panel on the right side of the screen.
- Hover over the icon to see it expand and display the word “UPDATE.”
- Click the icon to re-run the report based on your current filter selections.
The report will reload with the latest data, reflecting any new activities or entries since you last viewed it.
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