Package: Applicant Management System(AMS)

Managing Applications from Custom Reports

A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access. You must have “Read” permission on the records included in your reports; otherwise, when you run them, they may be missing data or appear blank.

To help you monitor your organization, there are a wide range of standard reports, accessible in standard report folders on the Reports tab. You can also create new custom reports to access exactly the information you need, subtotal and limit your data to help you analyze trends, and get a concise picture of what is happening in your organization.

When building a report that includes data from a Stage object, you can add the Action, Communication, and Control fields, which allow a user to manage the application directly from a report.