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Backoffice - Pivot reports (real-time data)

If you have access to pivot reports in the Backoffice (Reports > Pivot reports), you may create pivot reports of real time data, based on candidate counts only.

  • To run an existing pivot report, just click the View report icon.
  • To edit an existing pivot report, click the Edit report icon.
  • To delete an existing pivot report, click the Delete report icon.
  • To Live-link the data in a pivot report to Excel, right-click the Link for use with Excel icon and copy the shortcut (see Live-linked reports for more info)

Creating/Editing pivot reports

  1. Click Create new report to create a new report or Edit report to edit an existing one
  2. Pick the report type - 2 column, 2 row or Pivot Table. The image shows you the output you'll get. For the sake of example, this article will assume a pivot table.
  3. Pick the fields you want to be displayed for the rows (A) and columns (B), e.g. for a candidate pipeline (folders) by Agencies, you would pick Submitting Agency for A and folders for B
  4. Click Get values - this retrieves all the data available for the fields you've selected
  5. If you want to report only on specific values, select the ones you want, or select nothing if you want to include all data
  6. If you've picked folders for one of the fields, you have an option to Include historical candidates in the selected folders. If you select this option, the counts returned will count any candidates who have EVER been in the selected folder(s), rather than the number of candidates who are currently in the selected folder(s).
  7. Optionally check the boxes to include totals against rows and/or columns
  8. Optionally check the box to exclude blanks from your report, e.g. if a field is optional or may not have been populated for all candidates, you may not be interested in candidates who have data
  9. Optionally add further report limits, e.g. if you only want to view data for a particular department or location. Click Add new report limit to add additional limits/filters
  10. Optionally filter the data by a time period, by selecting one of the values in the drop-down list. Leave this on All submissions if you want to count all candidates
  11. Check the box to Include Archived Vacancies and Candidates if you want your report to include all data ever, or leave this unchecked if you are only interested in active (submitted) candidates
  12. Click Preview Report to preview your report
  13. Click Save this report to save your report
  14. Give your report a name and optionally a description
  15. Check the Global box if you want other users to be able to view your report
  16. Optionally select a chart type and a colour scheme, previewing the chart to be sure it is as you expect
  17. Finally, click Save report to save your report
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