Candidates - Summary by Recruiter

This is a sub-report used by the Candidates Summary dashboard. This chart displays new Candidates created by User during the selected time period for the selected Branch(es). The User's Home Branch is selected by default, but can be changed by using the filtering options. The X-axis displays User names and the Y axis displays the number of new Candidates added.

The data for the chart is gathered using the activity workflow's journal creation date and then branch association:

Activity Workflow or Entity Branch Association
Orders New Contract Job Order New Direct Hire Job Order Job Order record
Candidate Submittals Submit Internally Submittal record
Client Presentations Present to Client Submittal record
Client Interviews Interview Client Meeting record
Make Offer Make Offer Submittal record
Assignments Assignment Assignment record
Placements Placement Placement record

Executable Formats

This report can be executed in the following formats:

  • HTML
  • Excel
  • PDF (Portable Document Format)
  • RTF (Rich Text Format)
  • CSV (Comma Separated Values)

Accessing the Chart:

To access the Candidates - Summary by Recruiter Chart:

  1. From the Navigator, select Reporting.
  2. From the fly-out menu, select Reporting & Analytics.
  3. From Reporting & Analytics page, select System Dashboards in the Folder/Report navigator.
  4. In the System Dashboards folder, select the Candidates Summary folder.
  5. In the Candidates Summary folder, single-click on Candidates - Summary by Recruiter and click on the Run Selected Report icon to run in HTML format or the Export Report icon to export the report. Alternatively, you can right-click on Candidates - Summary by Recruiter and select Run Report to run in HTML or Export As > and then the format.

Filters

The Candidates - Summary By Recruiter report has 2 filters:

  • Branch Name (Optional): This defaults to the logged-in user's default branch, but can be changed by using the drop-list. You can also remove the Branch Name and the report will search on all branches to which the logged-in user has access.

    For performance purposes the following two items should be noted when using the Values droplist. First, in order to enhance performance, once a value is selected, the droplist only displays those items alphabetically/numerically AFTER the selected item. To see all items again, delete the value (select it and press Delete on your keyboard) and then use the droplist. All items will display. Second, in order to enhance performance, the droplist only displays a set number of records. If the list of possible values is longer than the displayed list, select the name at the bottom of the list as the value. When you next click the droplist, the rest of the items display.

  • Activity Name (at least 1 required): This filter allows you to select the activity name. The Condition is "Is One Of" meaning that you can select multiple activities. By default, Direct Placed, Employees Assigned, Web Candidates, Referrals and New Candidates are selected. You can use the top drop-list to add activities to the list. By clicking on the bottom drop-list, you can remove activities by clicking the red "x".

Chart Actions

Changes made to the chart do NOT persist. In other words, when you leave the chart and return to it, all default chart settings are re-applied.

By hovering over areas of the chart, a pop-up window will display details from that area of the chart.

Right-Click Actions

  • Type: This option allows you to change the type of chart displayed. Options are Line Types, Bar Types and Column Types. Once you click on one of the Types, you are given additional options. For example, if you select Line Types, additional options are Line, Spline, Area and Spline Area. Click on the option you want and the type of chart changes instantly. The default is Column.

    • You can also select to use 3D Style or not by clicking the Use 3D Style checkbox. 3D style gives the chart depth. Otherwise, the chart displays in flat 2D.

  • Theme: This option allows you to select from pre-set themes. A theme changes the overall look of the chart (mainly by changing the colors on the chart).

    • One option is Linear Range. This allows you to select a starting and ending color. The chart then displays lines, bars and columns using a range of colors between the starting and ending color.
  • Legend Location: This option allows you to determine where you want the chart's legend located. Options are None (no legend), Right and Bottom. The default is Bottom. Selecting Right places the legend on the right side of the chart.
  • Sort By: This option allows you to select how items in the chart are sorted. Select Report Order to follow the order of information on the underlying report (in either ascending or descending order). Select Data Labels to sort the chart by the data labels (in either ascending or descending order).
  • Invert Data: Selecting invert data changes the position of the data listed on the x-axis and the legend. In effect, the legend becomes the data on the x-axis and the data on the x-axis becomes the legend. Clicking Invert Data again places the chart back to its normal data presentation.