Creating and Upcoming Ends Report in Bullhorn Reporting (Previously Canvas)

This article outlines how to create a report that will show you which placements are ending within the next 7, 14, or 30 days. This article also covers how to filter for dates and use prompts to dynamically change your filter.

Steps

Building the Base of the Report

Build the base of the report using the Placement Analysis package because the fields you’re reporting on are stored in the placement record.

  1. From the Toolbox, add a List to the Canvas studio.

  2. Click the Source tab and expand Placement Analysis.

Adding Fields

Now you will add your chosen fields from Source > PlacementAnalysis. You can select additional fields beyond the ones outlined below to customize your own report.

  1. Expand Placement Candidate and add Name and Email 1.
  2. Expand Placement Job and add Job Title and Scheduled End.
    • Scheduled End holds the placement end dates that we’ll use to calculate job ages.
  3. Expand Placement Job Company and add Company Name.
  4. Expand Placement Job Owner and add Name.
  5. Edit the column names by double-clicking on the headers. Enter a new value in the Name field in the pop up window.

  6. Rearrange the columns as desired.

Adding a Prompt

Building a Prompt Page

Begin by creating a prompt page to hold the options you want your report to have.

  1. Open Page Explorer by clicking Pages at the top of your Canvas Studio.

  2. Click Add > Page to add a new page.



  3. Open your new blank page and click the three dots on the tool bar.
  4. Click Build Prompt Page.

  5. From the Toolbox, double click Value Prompt to add it to the page. This prompt type allows you to input your own options.



  6. The Prompt Wizard - Value Prompt window will open. In the Create a new parameter field, give your parameter a name.
    • Ensure you remember the name. You will need it later.
    • For example, “Date Range”.
  7. Select Finish.



Defining the Options

Follow the steps below to tell the prompt what options it should display.

  1. Single click the value prompt to highlight it.
  2. On the right side of the screen scroll down to the Data section and double click Static Choices.
    • Static Choices is used to define the values as you want them to appear on the prompt.



  3. The Static Choices prompt window will open. Select the Add button to access the Edit screen.



  4. In the Use field enter “7” and in the Display field enter “Next 7 Days”. Click OK.



  5. Repeat this for 14 and 30 days respectively and click OK.
    • You may use any number of whole days you desire. For example, if you want to use “Next Quarter” input “90” in the Use field.



  6. Select Page from the top of the Canvas Studio to return to your page list view.

Applying a Filter

Next we are creating a dynamic filter that will return placements based on the selection made on the prompt.

  1. Select the Filter button and choose Edit Filters....



  2. Select the Add button and choose Advanced. Then click OK.

  3. In the Expression Definition field, type in the following expression:
    Copy
    [PRESENTATION VIEW - PLACEMENT ANALYSIS].[PLACEMENT JOB].[dateEnd] >= getdate() AND [PRESENTATION VIEW - PLACEMENT ANALYSIS].[PLACEMENT JOB].[dateEnd] <= _add_days(getdate(),?parameter?)

    • Query Definition: This expression is telling Canvas to pull placements whose end date is greater than today, but not more than X number of days from today.

    • Replace ?parameter? with the name of the parameter you created. For example, ?Date Range?.
  4. Select the Validate button to validate the expression and then select OK twice.

You have now finished building your Upcoming Ends report! Save and run your report.

For more information about advanced Bullhorn Reporting techniques you can search for “Cognos Workspace Advanced” on your search engine. See Building Expressions in Bullhorn Reporting (Previously Canvas) for more information on the basics of writing an expression.