How Do Administrators Create an Archived Candidates Report?

Ad-hoc reports is a tool in TribeHR that you can use to create customized reports.

  • As an Administrator, navigate to the Reports tab, then click Ad-Hoc Reports.
  • To create a new report, click New Report.

  • From the drop down menu, select which record you wish to pull the report from. For a report on archived applicants, select Application on the Record field.
  • Click Continue to move to the next screen. 

  • In the Choose Your Content section, click on the fields you wish to view in the report. For the Archived Applicant report the most useful columns are:
    • Application > First Name
    • Application > Last Name
    • Application > Email
    • Application > Status
    • Job Posting > Title
    • Stage > Name
  • Application Status - refers to the status of the applicant (In Review, Archived or Hired)
  • Stage > Name - refers to which stage the applicant is in the Hiring Stages
  • Click Next Step to move to the next section.

  • In the Filter Section, you can filter the results of your report depending on the parameters that you select.
  • Click on Add a New Filter, to create a new filter.
  • Using the radio buttons you can select if you want the report to filter records that match all of the criteria or filter records that match any of the criteria.
  • Since we are creating a report on archived applicants, add a filter with the following details: Field: Application > Application Status, Operator : equal to and with Value: "-1"
  • Click Next Step to move to the next section. 

  • In the Sort Results section, select the columns you wish to sort the report by.
  • Click Next Step to move to the next section. 

  • In the Choose Output section, create a Report Name, select the check box if you want a line to display the total number of records, select the Output Format (Excel or HTML) and Style (Simple or Styled).
  • Click Preview Report, to view a preview of your report. If you need to edit anything further you can use the previous step button to go through the previous sections and edit your report.
  • Once you are satisfied with the report you have created, click Save Report. This will save it to your Ad-Hoc Reports library, so you can access it in the future.

Still have questions about creating an Archived Candidates Report in TribeHR? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

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