The Scenario
The board meeting is in two weeks and your head of talent acquisition wants a top-of-funnel velocity report: how many candidates are at Phone Screen right now, across all active reqs, and how fast are they moving through. You are a recruiting ops analyst. You have never built this report in SuccessFactors before.
The bad version:
- Open Report Center in SuccessFactors Recruiting, search for a candidate stage report template, find three options with ambiguous names, test all three.
- Discover that none of them let you filter by application status directly — you have to export all candidates and filter in Excel after.
- Export 4,000 rows, open the file, write a FILTER formula against the applicationStatus column, realize the status values have trailing spaces in the export that break exact matches.
The board report is in two weeks. The data issue alone ate two days.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. Through its SAP SuccessFactors integration, it can query candidates by application status and write the results directly into your Excel workbook — filtered, structured, and ready for analysis.
List all SAP SuccessFactors candidates currently in the 'Phone Screen' application status and write their candidateId, fullName, email, jobReqId, and applicationStatus into this workbook
What You Get
- One row per candidate currently at Phone Screen across all active requisitions.
- Columns: candidateId (A), fullName (B), email (C), jobReqId (D), applicationStatus (E).
- No trailing spaces, no extra rows for other stages — scoped exactly to the status you specified.
- Any candidate record missing an email address gets flagged in column F.
What If the Data Is Not Quite Ready
You need candidates across multiple stages, not just Phone Screen
List all SAP SuccessFactors candidates in "Phone Screen" or "First Interview" and write candidateId, fullName, email, jobReqId, applicationStatus, and appliedDate into this workbook
You need to know how long each candidate has been at their current stage
List all SAP SuccessFactors candidates at "Phone Screen," write candidateId, fullName, jobReqId, applicationStatus, and the date they entered the current stage into this workbook, then add a column F calculating how many days they have been at that stage
The report needs candidates grouped by hiring manager
List all SAP SuccessFactors candidates at "Phone Screen," fetch the hiring manager for each jobReqId, and write candidateId, fullName, jobReqId, hiringManager, and applicationStatus into this workbook, sorted by hiringManager
Full velocity dataset in one prompt
List all SAP SuccessFactors candidates at "Phone Screen" or "First Interview," write candidateId, fullName, email, jobReqId, applicationStatus, stageEntryDate, and hiringManager into this workbook, calculate days at current stage in column H, and flag anyone over 7 days in column I as "Stale"
The board report becomes an analysis problem, not a data extraction problem.
Try It
Open a Excel workbook for your recruiting pipeline report and get the 7-day free trial of SheetXAI. Ask it to pull all candidates at a specific stage from SAP SuccessFactors. The velocity data comes back filtered and structured in one pass.