Our Calls Report in Excel
The our calls report is a detailed report that is used to keep track of verbal contact activity with contacts and candidates within a specified date range.
- Access Reporting > Reporting & Analytics > System Reports > General.
- Select Our Calls (xls) to open the workflow view in a new window.
- While updating the form, fields marked in red are required to complete the workflow. Click on the buttons to the right of certain fields to open a new window which will allow you to search and select options related to that specific field or choose a date.
- The From and To dates are for journal postings from the date the workflow occurred in the system. This may not be the date the actually activity occurred; for example a candidate may have been called yesterday but the activity in Adapt did not occur until today, if that is the case then activity will display on the report when today’s date is included in the date range.
- The Branch and Division are additional criteria options to further filter the report results. These options will match the candidate and contact records.
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Click Run to generate the report.
- Because this is an Excel report you will receive an option to open or save the report. Select open to proceed or save to review later.
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The header displays the report name, dates specified in the workflow and labels for the data to be displayed.
- The data is then sorted by Division, Branch and User (Account Manager & Recruiter).
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The data displayed is collected from the journal entries found on records that match the criteria used in the workflow.
Full Report
Workflows that Update Report
The following workflows will update the Our Calls report:
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