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Creating a report

Watch a video on how to easily build your own report.

1. On the Enhanced Reporting home page, click the Create New Report button.
   
   
   
   
2. In the Create a new report pop up, select a high level area (also known as an Explore) of the system to report on. For example: For basic Recruitment select Job.
   Areas are an improvement of the legacy dataviews, with broader, more relevant categories to choose from.
   
   
   
   
3. Click the Create button.
4. Before you add any fields from the Field Picker on the left hand side, you have the option to choose from a number of pre-built commonly used reports called Quick Starts on the right hand side. Choosing one of those will pre-populate your report with  the relevant columns (fields) and choose a Visualisation for you. This is just a starting point, you can always add and remove fields, and change the visualisation and its options.
   
   
   
   
5. The Explore screen loads with the following areas:
   
   
   
   
   • On the left is a list of all reportable Fields, where you can choose the data points you want to report on by single-clicking the title.
     A Dimension is a groupable field like a Department or Job Title.
     A Measure is a count of things such as Total Candidates and Total Jobs.
   • At the top of the main area is the Filters section, where you can filter your data by choosing appropriate filter values. Fields can be made filterable either by hovering over it in the left hand field picker (choose the Filter option that appears), or click the cog icon on a column in the data section and choose Filter.
   • In the Visualization section, you can manage how the data displays graphically with tables, charts and graphs.
   • The Data section will contain columns and rows. When you single click a field to report on, it appears as a column in this section. Each column in the Data section has a cog icon for further actions, e.g. Remove, make it a Filter etc.
   • At the top right, clicking the Run button will process the report criteria and populate the Data section.
   • At the top right, the cog icon can be clicked followed by Save as a Look to save the report (also known as a look). A Title can also be entered before saving.
   • For more information refer to Explore screen.

Adding a field to a report

Within the Explore view, from the left panel, navigate the table listing. Fields are grouped by the entity that they belong to. Fields are split into two categories and are explained below.

To find a field the following options can be used in conjunction with each other:

• the Search field for keywords
• the All Fields, Dimensions or Measures filter
• browse through the list

Click the required field. This will highlight it in white and will also display it in the Data section of the main window by adding it as a column.

There is also the option to add your own Custom Fields.

Dimensions

These fields display in black text, and can be grouped together for purposes of reporting.

The results of a dimension are static, and the value would not change no matter what is included in an explore.

For example, a dimension may be the title of a job. If the title of the job is included in an explore, the explore structure would change so that there is at least one row in the report to display each unique job title.

Measures

These fields display in orange text and can act as a count of items.

The results of a measure are dynamic, and the value may change depending on what is included in an explore.

For example, a measure may be a count of applications. Depending on the dimensions already included in an explore, the value of the count of applications could differ.

If the only fields included so far are the brand of a job, then the count of applications would show a count of applications against each brand. Alternatively, if the dimension in the explore is the job title, it would show a count of applications per job title.

Removing a field from a report

1. Within the Explore view, click to display the Data section.
2. Under the Results tab, mouse hover the unwanted field column heading.
3. Click the cog icon then Remove.

Adding a filter to a report

There are two ways to create a filter on an explore.

• If the field is already on the report, mouse hover the field (eg Job Department) then click the cog icon and click Filter.
• Alternatively, from the field listing, mouse hover the required field and click Filter.

Once the field is available in the Filter section, set the filter criteria. Filter conditions that display are relevant to the type of data field that has been selected, for example: is equal to.

Clicking the plus (+) icon will allow each row to have its own conditions. Conditions that check that something exists will act as OR statements, while conditions that check that something doesn't exist will act as AND statements.

Click the cross (x) icon to remove a filter and its criteria.

Click Run to retrieve the results of the report.

For more information refer to ER Filtering.

Controlling how report data displays

The Visualization function is used to control how the data is represented graphically.

When viewing an explore/report, click to expand the Visualization section.
The default option is the Column chart, yet this can be changed by clicking a visualization icon to update how the data is displayed. Other options include: Table, Bar, Scatterplot, Line, Area, Pie, Map, Single Value, and Boxplot.

The Edit cog on the right side allows further configuration such as the colours used, whether the column chart is grouped or stacked, showing/hiding values and labels.

In response to feedback from our reporting users, from 30 March onwards, the date-type reporting code fields in the Application and Onboarding areas will no longer have a time component in the field.

Note: If there are custom fields specifically designed to remove the time component, these are no longer necessary. The actual data type of these fields remains a String type - if you want to use these as date-type fields, please use the equivalent in the Reporting Code section.

Saving a report

1. Within an Explore view, from the top right, click the cog icon.
2. Click Save as a Look to save the report to your personal library.
3. In the Save Look pop up, enter a Title and Description (where necessary) and click Save.

The report will display in the home page report list.

Option to save Looks (reports) to Dashboards

We are in the beginning stages of adding some valuable features to our Analytics functionality. In doing so, we have made a small change to the options available to report editors when they save a Look.
Typically the options are just Save as which let's you provide the Report name, but for now there will be two new options which do nothing and should be ignored for now - Save to New Dashboard and Save to Existing Dashboard