- After creating a new report, click to expand the Share with Users drop-down to select who you’d like to share the report with
- Selecting None will keep the report private
- Selecting All will share the report with all users on your account
- Selecting Only These will allow you to pick specific users to share the report with
Reports
Timeframe Options in Reports
- Reports have two different types of Timeframe options
- Dynamic Timeframes include Today, This Week, This Month, and This Year. When Updating, these will adjust the date range to the appropriate current date.
- Static Timeframes include Custom date ranges. When Updating, the date range will always remain the same.
Reports in Top Echelon Recruiting Software
- There are three different types of reports within Top Echelon Recruiting Software
- Activity Reports, Pipeline Reports, and Placement Reports
- To run a new report, navigate to Reports in the Main Navigation Bar
- Click the plus sign icon to the right of the report you wish to run
- After giving your report a name, use the report builder at the top of the page to specify which specific information you would like to review
- Depending on the size of your report, it may take some time to run – you may choose to wait on the screen until the report is generated, or come back to the Reports Dashboard once the report is ready to review
- Once your report has generated, you can toggle between the different views
Exporting a Report
- Start by building and running a report within Top Echelon Recruiting Software
- From the report results, click the export icon in the top right corner
- Depending on the size of your Table Details view, it make take some time to export
- You’ll see a new notification in the top right corner of Top Echelon Recruiting Software once your export is ready to download
- As soon as the file is available to download, you can access it at any time from the Files & Exports page within Settings or by clicking on the corresponding notification
Placement Reports
- Navigate to Reports in the Main Navigation Bar
- Click on the plus sign icon to the right of the Placement Reports header
- After naming your report, use the report builder at the top of the page to specify which Placement information you would like to review
- Click the Run Report button to generate results
- Once your report has generated, you can toggle between the Table View, the Table Details View, or the Graph View
Activity Reports
- Navigate to Reports in the Main Navigation Bar
- Click on the plus sign icon to the right of the Activity Reports header
- After giving your report a name, use the report builder at the top of the page to specify which Activities you would like to review
- Click the Run Report button to generate results
- Once your report has generated, you can toggle between the Table View, the Table Details View, or the Graph View