Connections Tabular

This is a sub-report used by the Connections dashboard. This table displays the connection activities performed by Users within the selected date range for the selected Branches. The User's Home Branch is selected by default, but can be changed by using the filtering options. The User's name makes up the rows and the activity types make up the columns. Each cell displays a count of activities performed by the User based on Journal creation date and branch association.

Activity Workflow or Entity Branch Association Comment
Candidate Log a Call Candidate Log a Call Candidate record Call Type must be Conversation or Left Message
Candidate Send Email Send an Email (from Candidate) Candidate record Does not include Email Job Detail workflow
Client Meetings Schedule a Meeting (from Contact) Meeting record Meeting Status must be Completed.
Contact Log a Call Contact Log a Call Contact record Call Type must be Conversation or Left Message
Contact Send Email Send an Email (from Contact) Contact record  
Internal Interview Schedule Internal Interview (from Candidate) Meeting record Meeting Status must be Completed.
Market Candidate Market Candidate Candidate 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 Report

To access the Connections Tabular:

  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 Connections folder.
  5. In the Connections folder, single-click on Connections Tabular and click on the Run Selected Report icon to run in HTML format or the Export Report icon and select the export format. Alternatively, you can right-click on Connections Tabular and select Run Report to run in HTML format or Export As > and then the format.

Filters

The Submittal Chart Acc Mgr Tabular report has 3 filters:

  • Creation Date (Required): This defaults to the preceding 365 days. Thus, if today is 02/12/2016, the report defaults to the Condition "Is Between" and the Values "02/12/2015" and "02/12/2016". You may not change the Condition, but you can change the Values. The first value is the "From" value and the second is the "To" value.

    You may set the date in 4 ways:

    • Type in the date (e.g. 02/14/2015).
    • Use the calendar control () to select a date.
    • Use the drop-list () to choose from a list of creation dates (based on the other filtering criteria you've selected).

    • Use the function icon () to select from the following (all examples are based on Tuesday, July 14th, 2015 date):

      • Today: Inserts today's date (July 14, 2015).
      • Tomorrow: Inserts tomorrow's date (July 15, 2015).
      • Yesterday: Inserts yesterday's date (July 13, 2015).
      • Today Plus 7/30/60/90 Days: Inserts the day 7, 30, 60 or 90 days in the future (60 days = September 12, 2105).
      • Today Minus 7/30/60/90 Days: Inserts the day 7, 30, 60 or 90 days in the past (60 days = May 15, 2015).
      • First Day of Current/Last/Next Month: Inserts first day of selected month (Current = July 1, 2015).
      • Last Day of Current/Last/Next Month: Inserts last day of selected month (Current = July 31, 2015).
      • First Day of Current/Last/Next Year: Inserts first day of selected year (Current = January 1, 2015).
      • Last Day of Current/Last/Next Year: Inserts last day of selected year (Current = December 31, 2015).
      • First Day of Current/Last/Next Quarter: Inserts first day of selected quarter (Current = July 1,2015).
      • Last Day of Current/Last/Next Quarter: Inserts last day of selected quarter (Current = September 30, 2015).
      • Monday of Current/Last/Next Week: Inserts Monday of selected week (Current = July 13, 2015).
      • Friday of Current/Last/Next Week: Inserts Friday of selected week (Current = July 17, 2015).

  • 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 User Name: Nothing defaults into this field and the field is optional (if nothing is selected, the report searches all Users). You may select a specific user using the drop list.

    The Important note in italics above also applies to this droplist.

Report Actions

The report displays the User name in the left column and then the number of each submittal action (Meetings, Interviews, Log a Call, etc.) between the dates selected and on which the person is the performing User.

Sort Actions

You can sort the report by User Name or User ID by clicking on the appropriate icon on the left side of the report.

The first option sorts the selected column in ascending order (A to Z or 0 to 9) and the seconds sorts the selected column in descending order (Z to A or 9 to 0).

Column Actions

You can remove columns from the report in one of two ways.

First, you can uncheck the box beside the column you want to remove on the left side of the report. Second, you can right-click in the column at the top of the report and select Hide Column.

If you want to re-display the column, you can either check the box for the column (on the left side of the report) or right-click in the column to the left or right of the hidden column on top of the report and selectUnhide column to LeftorUnhide Column to Right(whichever is appropriate).

Report Actions

Right-clicking on a column header displays rich-text format controls allowing you to change the font, size, color and style of the selected text. You can also select to wrap text if it goes beyond the width of the cell borders.

Right-clicking on a cell in the table selects the data column as a whole. You can use the pop-up controls to change the font, size, color and style of the selected text (including word wrapping). You can also use the top drop-list to select the cells to which you would like to apply the new format. For example, you might want to highlight Meeting totals above 10. In this case, right-click on a cell that displays "10" in the Meetings column, select how you want to present numbers in the list that are greater than 10 (e.g., bold, larger font, green color) and select "Apply to greater values" from the droplist. This causes all numbers in the column that are greater than 10 to use the new format (e.g., bold, larger font, green color).

The following options are available from the top droplist:

  • Apply to all: This applies any formatting changes to all rows in the selected table column.
  • Apply to equal values: This applies any formatting changes to only those rows in the selected table column that match the data in the selected cell.
  • Apply to unequal values: This applies any formatting changes to only those rows in the selected table column that do not match the data in the selected cell.
  • Apply to greater values: This applies any formatting changes to only those rows in the selected table column that are greater than the amount in the selected cell.
  • Apply to greater than or equal values: This applies any formatting changes to only those rows in the selected table column that are greater than or equal to the amount in the select cell.
  • Apply to lesser values: This applies any formatting changes to only those rows in the selected table column that are less than the amount in the selected cell.
  • Apply to less than or equal values: This applies any formatting changes to only those rows in the selected table column that are less than or equal to the amount in the select cell.

Toolbar Actions

The toolbar allows you to perform the following actions:

  • Clear Options: Clicking this icon allows you to undo changes you have made to the report. Once you click the icon, the following options display:

  • Clear All: This clears all changes you made to the report including sorting changes, column changes and styling changes. It basically reverts the report back to way it was originally presented.

  • Clear Styling Changes: This clears only styling changes. Styling changes include changes made to the report itself (e.g. changing the font, bolding or italicizing a cell, etc.). It does not impact sorting or column changes.

  • Clear Column Changes: This clears only column changes. Column changes include hiding columns. It does not affect sorting or styling changes.

  • Save Changes: This option saves the changes you made to the report. Since this report is a system-delivered report, you may not save changes to the report itself. However, you can save your changes as a user report. When saved as a User Report, the changes you made (hiding columns, changing sort order, changing styling) will only be seen when your user executes the report. Everyone else will see the report as it was originally designed. When you click on the icon, the following options display:

  • Save Changes as User Report: This saves your changes as a user report.

  • Delete User Report: This is only active if you have a User Report associated with the displayed report. If so, this option allows you to remove your User Report. This will cause you to lose all changes you have made and the next time you run the report, it will display as it was originally designed.

  • Execute Selected Report: This executes the report, with all changes included, in the format displayed. For example, if you click the Excel icon, the report will execute in Excel format. If you want to select a different format, use the droplist to select from:

    • : Excel

    • : PDF (Portable Document Format)

    • : RTF (Rich Text Format)

    • : CSV (Comma Separated Values)

    Once you select one of the above options, you will have the option to open or save the newly formatted table. Make your selection and click OK.

  • Page locator and Find field

    The page locator allows you to quickly move through the pages of the report. The first icon moves to the first page of the report. The second icon moves to the previous page of the report. The third icon moves to the next page of the report and the last icon moves to the final page of the report. The field displays the page number you are on and the second number (after the slash) shows the total number of pages in the report. You can type a page number in the field to move directly to that page.

    The Find field allows you to quickly find information in the table. Type in all or a portion of a word or number in either the Column headers or the rows and all instances of it are highlighted in the table with the first instance selected. The up and down arrows allow you to move to the previous (up arrow) or next (down arrow) instance of the data you are trying to Find. This is helpful if the table contains a lot of data and you want to quickly move to a specific name or number in the table.