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1. Click "Create New Report" Field Selection 2. Click "Jobs" to create an open jobs summary report. 3. Click on the Jobs report view to get started. 4. From here, we can add in details for the r...
The key to building a trend report is ensuring that you have a value, a label and a date column (ideally added in that order). Report Initialization 1. Click "New Report" 2. For this example, we'...
This lesson shows you how to Save a Custom Report. Properties Menu 1. Click "Report Properties" 2. Click "Save" Report Details 3. Input the name of the report you wish to save. 4. You can add ...
This lesson shows you how to Share a Custom Report with others. Access Report 1. Click "Save" in the Report Properties pane. Configure Sharing 2. Here you can share this report by specific us...
This lesson explains how to add a Custom Report to your Dashboard. Report Assignment 1. Click "Edit Report" 2. Click "Save" to open the report properties modal 3. Here you can add the report to...
Report Selection 1. Click "Activities" 2. Select the "Shortlist Activities" report view. 3. Keep in mind you should only ever be using the report views with the R in a circle in the front of the ...
Configure Sorting 1. To sort a report by a different column or order, hover over that column and click the dropdown arrow. 2. Here you can see the Sort Order is 1 for the Company Name, which means...
Please watch the below video to learn how to create a detailed Internal Submittal Report: Report View Selection 1. Select "Activities" from the Report Views list 2. Select the "Shortlist Activ...
Please view the below video on how to create a basic user activity report: Report Type Selection 1. Click "Activities" in the Report Views menu. 2. For a user activity report, it would be best...
Please view the below video to create a timesheet report. This report will display all candidates that have entered time in the last month and if that time has been approved. You can filter the date...
In this lesson, we'll walk through how to build a report that pulls in data from Form Sends. You'll learn how to configure the report to capture form submission activity, ensuring the right data poi...