2.1 Keep It Simple
We recommend the following approach when building reports:
- Use the right view to avoid duplicate data. Views are outlined in the next section.
- Start small. Start your report with just the basic details and make sure it returns the results you are after. Once you’ve done this, add any other fields and formatting needed in you report.
- Make your reports as small as possible. Avoid adding fields you don’t need. More columns + more rows = more data = more time.
- Use filters. Make them mandatory if possible (filters = less data = faster reports).
- Use pre-calculated fields whenever possible. Save yourself time and effort.
2.2 Create Your Report
Click on the Analytics icon in the main toolbar.
- This will display the Dashboard page. Click the Create menu item and then Report.
- This will take you to the New Report pop up window.
- If you don’t want to automatically save your report, toggle Ad Hoc on. Otherwise move to view selection.
You'll now need to select the view that contains the data you need.
2.3 What Are Views?
Views are how data is structured within the Analytics module. The views are designed to make the data structure more flexible, enhance module performance, and make it easier for you to find the data you need.
Each view has its own range of fields based on either system data or global question data. They are the components of your report. You can identify what data operates within a view when creating a report by hovering over the view name and selecting More Details.
Views contain two types of data fields:
- Dimensions - yellow cube data fields represent actual data to use in the report (i.e. job name, job status, etc).
- Metrics - blue cylinder data fields represent a date or numerical metric to use in the report (i.e. opening date, number of applications, etc).
Note: The data fields that appear will be differ based on the view you use.
2.4 Which View Do I Use?
There are a number of views to choose from, however most are designed for very specific purposes and only used occasionally.
Most reports will be built upon the following three views:
Reporting Need | Recommended View |
|---|---|
List of jobs List of applicants Answers on forms (requisition, job, application, assessment and approval) | 01. eRecruit Job, Requisition and Application Data |
Process data (what happened when at a job or requisition level) | 02. eRecruit Process Step Data |
Scheduled interviews | 03. eRecruit Activity Data |
Assessment data (what happened when at an applicant assessment level) | 04. eRecruit Application Assessment History Data |
Application status history (history of an applicant’s status) | 05. eRecruit Application Status History Data |
More specific, occasional reports might be built upon these views, usually by your system administrator:
- 06. eRecruit Back-end User Activity Data
- 07. eRecruit Email Data
- 08. eRecruit Job Permission Data
- 09. eRecruit Job Status Data
- 10. eRecruit Job-Ad Data
- 11. eRecruit Job-Alert Data
- 12. eRecruit Module and Function Permission Data
- 13. eRecruit Process Template Copy Data
- 14. eRecruit SMS Data
- 15. eRecruit User Role Data
- 16. eRecruit User Role Permission Data
- 17. eRecruit Talent Search Data
- 18. eRecruit Config Change Data
- 19. eRecruit Merge Document Data
- 20. eRecruit Refresh Data
- 21. eRecruit Form Configuration Data
For full details on the above views, see View and Data Guide (APAC)
2.5 Select Your View
- Select the view that contains the data you need. The custom views for your system will be listed by default. Hover over a view name and select More Details to see details about that view.
You can also search for a view by keyword, or open the Advanced options to browse the available data sources, categories and types.
- Click on the required view name to proceed with building your report. Note that you can’t change your view once you have proceeded past this point.
