How to create a new report?

You can create your reports if you are a user with the role of Administrator, HR, or HM.  You can also save, download or schedule to send out reports to a preselected group of users.  

Steps to create a report:

Step 1: To create a new report, go to Reports > Create Report. 

On this page, you will see the option, Create Custom Report, and other pre-defined templates which you can use to create a report.

Step 2: Templates (optional)

Our predefined templates offer a quick and convenient solution for your reporting needs. To use a template, follow these steps (if you want to create a custom report, skip Step 2).

Step 2.1: Configure Filters

Choose your template and click on it to open. Start by configuring the filters for your report. Provide a name for your report that accurately represents its purpose. 

Next, specify the job title for which you want to generate the report. This allows you to focus on specific roles or departments within your organization. 

Finally, set the date range to narrow down the data and analyze a specific period. You can choose from predefined ranges or specify a custom range to suit your needs.

Step 2.2: Preview Your Report 

After configuring the filters, preview your report. This will show you a glimpse of how your data will be presented based on the selected template. Review the layout and adjust the filters if needed to fine-tune the report.

Step 2.2: Save Your Report

Finally, click on Save Report to save the report for future use.

Step 3: To create custom reports, click Create Custom Report and follow the below steps:

Step 3.1: Report Information 

Start by giving your report a name that accurately represents its purpose. Then, select the type of report you want to create, such as Candidate Report, Job Report, Candidate Job Report, or Requisition Report. This selection will provide relevant customization options.

Step 3.2: Choose Columns

Specify the columns you want to include in your report from the provided list of available columns. Select the ones containing the information needed for your analysis. You can add or remove columns later to refine the report. 

Step 3.3: Grouping and filtering 

Choose how you want to group your report to organize the data effectively. Select grouping criteria that align with your reporting requirements.

Apply filters to narrow down the data and focus on specific subsets. Choose from a range of filtering options like date ranges, locations, or specific attributes.

Step 3.4: Preview Your Report 

Preview your custom report to ensure it reflects the desired layout and includes all necessary information. If adjustments are needed, modify the previous steps.

After creating your report, you can Save, Download, or Schedule it. These actions will generate the report. Access My Reports to preview or modify the report as needed.