Passthrough Report Features & FAQ
This document reviews the function, features, and common questions about passthrough tables.
Create a Passthrough Report
You can find the passthrough table in the report template library. All passthrough tables are made by making an initial selection of applications and optionally filtering that selection down further and grouping by one or more fields of interest. The following sections outline each step in creating a passthrough table, along with the many options for investigating details and common questions that come up.
Select Passthrough Rates With Groupings report template

Make an initial selection: select a time range
Every passthrough report begins with an initial selection of applications. This is done by a flexible time range selection, where you can select all applications that had recent activity, ended their consideration, or started in a specific time period. The applications that match this initial selection represent the cohort of applications that are then summarized by their progress through the interview pipeline in the passthrough table itself.

In this example, the passthrough report will include applications with interviews starting in the last 6 months.
Some common fields used for an initial selection are shown below, but this initial selection permits using any time-related field and is highly customizable:
- Started At - selects all applications that started (applied or user added them to Ashby) in a specific time period
- Consideration Ended At - selects all applications that exited your process (archived or hired) in a specific time period
- Interview’s Start Time - selects all applications with an interview that started in the specific time period
Filter your initial selection (optional)
Your initial selection of applications might require some additional refinement. You can use the filters section to add additional conditions, such as selecting for applications in a specific department, belonging to a specific recruiter or hiring manager, and so on.

The advanced filter interface allows filtering by any combination of fields to further select applications of interest for your passthrough report.
Group results (optional)
With an initial selection made and optional filtering added, your passthrough table will generate a result based on your interview plan. You will see a single row summarizing the progress across all applications that have exited consideration (i.e. are no longer active).

This is an example passthrough report with nothing selected in the Group By section.
It is often of interest to see the total passthrough report broken down by segments, such as source type, department, or recruiter.
To accomplish this you can add a field to the Group By section, and the results will present the applications per field value and include the top-level rollup across all groups.


This results on this passthrough report are grouped by Department.
Group by multiple fields
If you would like to see a passthrough table with sub-grouping breakdowns, you can add multiple fields to the Group By section. The results will include passthroughs unique to each sub-group, a roll-up per group, and a roll-up of all applications at the top level.
Adding multiple group-by values permits more details in the passthrough report.


This example shows the results grouped by Department and Source Type.
Passthrough report configuration & options
Group stages
If your host ATS (Greenhouse or Ashby) permit multiple interview plans, you may find it useful to ungroup the stages and look at a specific stage by stage passthrough rates of a particular interview plan. You can do this by deselecting the Group Stages? option.

When the stages are no longer grouped, the interview plan name and individual plan stages are presented.
It is suggested that you do this in combination with a stringent filter, otherwise you will get one row per unique interview plan.
Hide review & lead stages
By default, the option to hide review and lead stages is on. If you’d like to see the total application volume from initial review through your funnel, you can uncheck the Hide Review Stages? option. Your passthrough will now start from the top of the funnel.

Hide stages
If there are specific stage groups that do not apply to the report of interest, you can optionally hide them by using the Hide Stage Groups option. When stages are hidden, the effective passthrough rate is calculated taking into account the hidden stages.
The Group Stages? box needs to be checked in order to hide stage groups.
The number of hidden stages is shown underneath Hide Stage Groups.

Group stages by outcome
You can use the Group By Stage Outcome? option to summarize the outcome of applications per stage by whether they skipped the stage or passed through it (i.e. were moved into the stage) and by the archive reason category.

Show active applications count
When enabling Show Active Count & Project Hires, you will notice an additional column will appear on the left-hand side under each stage. This column shows you the number of candidate applications currently active in that stage.
The count on the right-hand side of each stage shows the number of candidate applications that have passed through that stage. These applications may still be active in process in a downstream stage or archived.

Show projected hires
Projected hires count is also turned on when you enable active count, but it can be hidden under Hide Stages if there is not a need to show projected hires. The calculation for projected hires considers your current pipeline, along with historical passthrough rates.

If the i icon appears in the projected hires column, this means there is not enough data to calculate projected hires for that line.


