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Report Builder > Create a report using Report Builder

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Create a report using Report Builder

  1. From the navigation bar, click Reports>Report Builder.
  2. Click Create Report.
  3. In the Data Marts list, select a data mart:

    Data mart

    Description

    Applicant Tracking Log

    Use when your intended output is a single candidate record per row. You can extract detailed information about candidates and limited information about the jobs they are associated with.

    Job/Posting Metrics

    Use when your intended output is a single job record per row. You can extract detailed information about jobs and limited information about the candidates.
  4. Select output criteria:

    Criteria

    Description

    Export Report

    Select the export file format: HTML, XML, CSV, MS Excel

    Tip: Select HTML to view results on-screen. MS Excel to manipulate later.

    Sort/Order By

    Select the column to sort by.

    Sort Order

    Select ASC or DESC

    Update Report Definition

    Select Yes or No.

    Tip: Yes saves the report for future use. Enter a report name and description.
  5. Select data fields and filters:
    • Click each tab to find the fields within your database.
    • Place a check mark in each box to the right of the fields you want in your report.

    Tip: You can choose to use the selected field as a filter. This adds a column to the results. Use the Filter drop-down to narrow the data results. Use a filter to limit your output to specific records. There is no limit to the number of fields you can select. However, the more fields you select, the longer it takes to run the report. An excessive number of selected fields can cause timeouts. Select only the columns you need.

  6. Click Finish and View Report to run the report.

    Tip: Any custom report can be exported to HTML, MS Excel, CSV, or XML formats. You can then save to your PC and manipulate as desired.