This screen lets you run Digital Application related reports quickly and easily. From this screen you will be able to build Digital Application related reports showing the fields you require then run them or save for later use. Note: The maximum number of Digital Application items that can be reported upon is 10.

From this screen you can.

  • Create or Delete a report
  • Run or save a report

 

Creating a Digital Application report

Navigate to the Digital Application Report screen by clicking News & Docs > Digital Application Forms >Digital Application Reports, click on the New button and follow the steps below

Step 1

  • From: Select the start date for the report
  • To: Select the end date for the report
  • Application Status: Select the status for applications to be included in the report
  • Selection Mode: Select “All” to report on all selection types (see below) or “Selection” to select a sub set of the current selection type
  • Selection Type: This determines the items that will be shown when selection mode is set to “Selection”
  • You may filter the result further by entering relevant filters for Name (Employee Name), Job Title, Department, Location and Job Categories. Apply your filter by pressing the “Search” button, otherwise click “Clear” to clear the filters
  • Next Button: Click this button to move to the next step
  • Cancel Button: Click this button to cancel the report creation process

Step 2

  • Select the relevant digital application
  • Filter by name or component type if required
  • Select the Digital Application components you want to include in the report up to a maximum of 30 items
  • Next Button: Click this button to move to the next step
  • Cancel Button: Click this button to cancel the report creation process

 

Step 3

  • Set the report parameters as required
  • Name: A unique name for the report, this name is also shown on the report header
  • Move Up: Use this button to move up the currently selected item in the “Report field order” box up one level
  • Move Down: Use this button to move up the currently selected item in the “Report field order” box down one level
  • Export Report Button: Click to run the report in the selected format
  • Save Report Button: Click this button to save the report for later use
  • Close Button: Click this button to end the report creation process

Fig 12.26 – Digital Application report builder Screen

Deleting Digital Application Report

To delete a Digital Application Report, navigate to this screen by clicking News & Docs > Digital Application Forms >Digital Application Reports. Select the checkbox beside the Digital Application Report(s) you want to delete and the click the “Delete” button.

Running Digital Application Report

To run a Digital Application Report, navigate to this screen by clicking News & Docs > Digital Application Forms >Digital Application Reports. Locate the report you want to run and the click the name of the report. Follow the instructions in “Creating new Digital Application report” above to complete the process. Note: Some options will be unavailable when you try to run an already saved report. To change unavailable options, create a new report.

BizsoftHRM Administrator