If you're looking to run a report and extract specific information, this guide you step-by-step through the process using a sample report we will run and export. By following these instructions, you'll gain a clear understanding of how to efficiently pull specific info for your report and retrieve the information you need.
Navigate to Reports
From the main dashboard, open up the sidebar and click on reports.
- Select the Form
Within Reports click on the Forms tile.
Choose the desired form from the on-screen list.
If you cannot find the desired form on the list, you can use the search bar to locate it. Alternatively, click the display counter button to show more forms on the screen, or use the page number buttons to navigate to the next pages in the list.
- Access the Form Overview
Once you have selected your form, you are directed to the "Forms Overview" page .Within the Form Overview page, click on Summary.
- Choose Data
Next, we will need to choose the information that we would like to pull in our report. So next you will click on Choose Data.
- Select Data Tabs
- In the modal that opens, you will see three tabs:
- Application Properties
- Application Questions
Appraisal (or your organisation's specific name, such as for example EVAC, Interview, Summary, or In-Office Form)
- In the modal that opens, you will see three tabs:
- Make Your Selections
In this section, you can select any information the applicant has provided in the form. Application properties include all registered information supplied by the candidate, along with system information added to the application. Application questions refer to the actual questions from the form. The third tab, if your in-office form is enabled, contains internal questions for reviewers related to each application.
- For this example we will select:
- Last Name (From Application Properties)
- Email (From Application Properties)
- Reviewers (From Application Properties)
- Group Name (from Application Questions)
- Contact Phone Number (from Application Questions)
- Generate the Report
Click on Generate Report to view the requested information on-screen.
Once the report is generated on screen, you will see the information that we have selected to display.
- Modify Data Selections (if needed)
- If you need to change your selections, click on Choose Data again to add or remove information.
- Additional data for selection
Below the "Choose Data" button, you will find options to select additional criteria for your report. These include choosing a specific folder for the application, the status (all, complete, or in draft), and specific tags or the option to exclude tags. You can also select specific date ranges, as well as criteria for invited, not invited, rejected, and not rejected etc
- Download the Report
Once satisfied with your selections, click Download CSV.
The CSV file will be emailed to your account.
Once you receive the CSV file, this can easily be imported into the spreadsheet program of your choice. In the example below, we have selected Google Sheets. But this should easily work with Microsoft Excel and Numbers for Apple Mac.
Note for Microsoft Excel users. In some instances where applicants have used special characters, such as the Foda in the Irish language (á, é, í, ó, ú) or the umlaut (⟨ä⟩, ⟨ö⟩, and ⟨ü⟩) in Scandinavian/Germanic languages, this sometimes results in issues when importing those characters into Excel. If this does happen, we would suggest that you review your Microsoft Excel settings to ensure that special characters are accepted.