Candidate Reports

General steps to configure Reports
Above you find the 'modules' you can use for this table and what kind or reports they will generate. Below follow the general steps to configure reports. These are the same for all tables. 

To start a new report group 
In the Reports module the individual reports, or ‘pages’, are grouped into ‘Report groups’.

1. Click ‘New report group’, top right 
2. Give your group a name in ‘Title’
3. Select the ‘Linked Tables’. This will determine the tables you can use in the pages you add to your group. It is possible to change these tables later if needed. 
4. Click ‘Save’. 

To add a new report
Individual reports are created as 'paged' under a 'report group'

1. Click on the report group where you want to add the page
2. Click ‘new page’, the ‘+’ button, top right
3. Give your report a name
4. Select a linked table
5. Select a module or leave at ‘Nothing selected’.
   1. ‘nothing selected’ will result in a basic report about the amount of new items for that module
   2. Available modules depend on the linked table. More info about the modules per table can be found on the pages per table. 
6.  Select a consultant or leave at ‘Nothing selected’. 
   1. ‘Nothing selected' will result in a report for all users
   2. ‘Logged in user’ will result in a report that will change depending on who is logged in; everyone will see there ‘own’ results
   3. Any specific user, or selection of users, will result in a report with results for those users only
7. Select preference at ‘Show users’
   1. ‘All users’ will show all uses, including those that are blocked
   2. ‘Active users’ will hide blocked users and their results
8. Select a date to define the total period covered by the report
   1. ‘Custom period’: will show ‘from’ and ‘to’ field to select a specific fixed period.
   2. ‘Current period’, ‘Future period’ and ‘Last period’: will show a ‘period type’ select. Choose ‘Week’, ‘Month’, ‘Quarter’ or ‘Year’. This period will move depending on the current date. 
   3. ‘Future X days’ and ‘Last X days’: will show a field for amount of days. This period will move depending on the current date. 
9. Select a period to define if the report shows results per week, month, quarter or year
10. Select a view to determine what your report will look like
11. Click ‘Legend’ if you want to add a legend with the usernames per colour. 
12. More: depending on the Linked table and Module there are sometimes additional filters available with a click on ‘more’. 
13. Don’t forget to save your report! 

Report actions
When you've fully configured a report for one of your teams, but find you would like the exact same report but for your other team, you no longer have to create the second report from scratch. You can click the 'duplicate' button at the top of your report to create a copy of your current report in the same report group. From there, you can change whatever you want. Change the title, the consultants selected, or the period, and don't forget to save your report!

Reports can of course also be deleted. You can find this button at the top right of your report.

Sorting your reports
Report groups and -pages will show in the left panel in the order you created them. You can change the order as follows:

1. Click ‘sort/move’ button, top of left panel
2. An overview of all your Report groups with their pages shows. 
3. Use drag & drop to change the order of your Report groups and/or pages.
    Keep in mind: pages can only be moved within their Report group. 
4. Click ‘Save’ (top right) when you are done. 

Displaying your reports on your dashboard
when you've made a report, there's a good chance you want to be able to view it without always going to the reports module.
You can configure this on the dashboard itself. More information on this can be found in our dashboards article.