Dynamic Reports - Admin

Created by Brian Easley, Modified on Thu, 25 Apr 2024 at 02:46 PM by Brian Easley

Dynamic Reports is the one report that follows all login types from recruiters to the admin. The only difference here is that the admin version of the Dynamic Report will allow you to see what everyone has been doing compared to the recruiter's version which only shows themselves and no one else.


There are two parts to the report.


The top portion consists of the information you want to see about a candidate also known as the Criteria. 



The bottom portion has all the fields found in the Candidate Profile (you can view more fields by clicking on the Add More Fields button). We've default-checked the basic candidate info to start. Once you've checked off all the fields you'd like to see then you'll click Generate Report.



The report will be generated into a preview window where you can view the data before generating it into a .csv that can be filtered and cleaned up even further. You can also save the report to your favorites as well to re-run at any time.



Saved reports can also be set to be auto-run and emailed to you based on the criteria you set. You can also View details of the saved report at anytime as well.



Clicking the gear icon to the right will open up the Auto Run Report Settings area. From here you can set up when and what time you'd like to receive this report.



 You can also share the report with other recruiters or team members as well so they can run the report you set up on their end by clicking on Share. Choose your team members and then click on the Share button at the bottom right.



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