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Acendre Analytics includes a number of different templates designed for a wide range of purposes. Which type of template should you use, and when?

Table of Contents

Operational vs Strategic Reports Summary

Template Type

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Template Objectives and Summary

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Templates Included

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Custom Templates

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Simple, operational reports.

These are simple reports using your custom view with a table of jobs and applications. Some have additional summary charts. Simply copy and add your custom fields and filters.

Custom Templates are built on your custom view and are available in your Templates folder and on your Templates dashboard.

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EXEC Templates

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Key metric summaries.

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Operational

Strategic

Custom

  • Simple Templates

  • EXEC Templates

Demo

  • SMART Job Access

  • EXEC Simple Vacancy Management

  • EXEC+ Vacancy Management

  • Exec Simple/EXEC+ Time

  • Exec Simple/EXEC+ Diversity

  • Exec Simple/EXEC+ Sourcing

System

  • Current Recruitment

  • Days At Step

  • Jobs and Apps

  • Metrics

  • Jobs/Apps by Year

Build Your Own

Template Type

Location

Operational

Vacancy and Application Management

Strategic

Metrics, Volume and Analysis

Custom Templates

  • Ready to use

  • Built on your custom view

  • Copy and update using your custom view.

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  • Simple Templates

    • Simple reports using your custom view with a table of jobs and applications.

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  • EXEC Templates

    • More complex reports with a focus on your key metrics and representing them in chart format.

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    • Edit/copy and

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    • update the calculated

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    • fields

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Demo Templates

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System Templates

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Wide-ranging standard system data.

There are system reports across a wide range of system data, from jobs currently open to user permissions. These are built on system views and contain no custom fields. Use as a report, as a template for your own version or to inspect its configuration to build your own on your custom view.

System Templates are available for Corporate Report Writers in the System Templates folder and on the System Templates dashboard.

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Simple Exec Templates

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Simple metric summaries.

These show you the basic components needed to build these common reports. In order to provide simple, centralised examples they are built on system views and should be replicated on your custom view. They allow you to copy and explore their simple configuration in order to build your own versions.

Simple Exec are available for Corporate Report Writers in the SMART/EXEC+ Templates subfolder and on the SMART/EXEC+ Templates dashboard.

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EXEC+ Templates

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Advanced metric analysis.

These are designed to give comprehensive insights into your data, and thus require careful design and customisation. They need to be imported onto your custom view 1.0 and are often built at a summary level so that they can look at trends and percentages of volume over time, not just at the job and application level. They can be used as is or might provide insipiration for your own designs.

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System Templates

  • Use as standard reporting on all system data

  • Copy to explore configuration to replicate in your own custom build

  • Copy and link data to custom view (advanced reporting)

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  • Current Recruitment

    • Jobs opening and closing, by status, jobs watchlist and application alerts.

  • Days at Step

    • Jobs by current workflow status and days at step by process and step type.

  • Jobs and Apps

    • Job and app drill-throughs and comprehensive system data