Configure Automatic Reports

You can set up automatic reports for specific recruitment activities. For example, you may want an End-of-Day report at 6 PM every day summarizing the activities of your team or a Weekly Report at 10 AM every Mondy on the progress made in the previous week.

To set-up automatic reports for such scenarios you need to create a Report Schedule specifying elements such as the type (Daily/Weekly), day, time of generation etc. Then you need to add Report Objects to the schedule for each type of report that you want.

You can create multiple report schedules for end-of-day, weekly, pipeline reports etc. and within a report schedule you can add multiple report objects for each type of report such as candidate submittals done, interviews scheduled, position offers made etc.

Common Tasks

1. Create a report schedule
2. Add report objects to a schedule

1. Create a report schedule

- Point to the Modules Mega Menu and select Reports. The Reports Navigator will open.
- In the Navigator tree-view expand Team Management & under Automatic Reports, click on Scheduled and Instances.

First you need to specify the schedule for the report as follows:
- In the right top pane, point to File menu and select 'New Report Schedule'. The report schedule page will come up.

- Enter a name for the schedule e.g. End of Day Reports Schedule
- Enter a description if required
- In 'Frequency' select 'Daily'
- In 'Time of Day' select '6:00 PM'.
- In 'Status' select 'Active'
- In 'Effective From' select the current date.
- Click the 'Save' button.

2. Add report objects to a schedule

To generate reports as per a Report Schedule you need to add reporting objects for the specific reports you want to the Report Schedule as follows:
- Point to the Modules Mega Menu and select Reports. The Reports Navigator will open.
- In the Navigator tree-view expand Team Management & under Automatic Reports, click on 'Schedules and Instances'.
- In the right-top list pane tick next to the report schedule as per which you want reports to be generated and point to the File menu and select 'New Reporting Object'. The new report object page will come up.
- Enter a name for the reporting object e.g. 'Candidate Submission Status'
- In 'Status' select 'Active'
- In 'Report Category' under the 'All Work for Teams Managed by me' select 'Recent Candidate Activity'.

- In the 'Report' drop-down select 'Candidates Forwarded to Clients (Client Approval Pending) for Team''.

- In the 'User/Team to generate report on' section, select 'Select team(s) to generate report on' radio button and in the box below it select the team(s) for which you want the report. Press shift button and click on team to select multiple.

- In 'Reporting Period' select 1 day in the 'No of days to cover in report' drop-down.

- Select 'Calendar Days' in the 'Days to count for reporting' drop-down.
- Click the 'Save' button.

In this way, a report will be sent automatically on the scheduled Date and Time(as per the Daily of Weekly schedule selected) to the Email address specified by the User.