Reporting for the Intermediate User Gonzalo & Mo

Overview Introduction for different types of reports Maximizing your reporting criteria

Reporting Types Activity System Stats Resource Library

Reporting Types Activity Reporting Includes: Audit Log Delete Log Email Log Email Queue

Audit Log The audit log can be used to track different actions performed within the site.

Delete Log The delete log can be used to search for records that were accidentally deleted. Uh oh!

The email log allows you to pull a log of emails sent through the system within a specified period of time. You can select a reason or leave the reason blank to pull all mass emails. Email Log

Email queue reports allow the user to view which and how many emails are scheduled to be sent out at a later time. Email Queue

System Stats The System Stats Reports gives administrators the ability to run pre-set statistical reports on the following databases: Students Employers Jobs Schedules Career Events Mentors Faculty

System Stats Ex. These reports give a quick breakdown between Active and Inactive records, as well as the Placement and Referral Activity and new records for the date range entered.

Maximizing Report Criteria And / Or Statements Wildcards % Is Like, Empty Dates: “today” “yesterday” “past month” “past week” “past year”

Comparators

Maximize Report Criteria “And” Criteria Statements “And” is indicating that all of your added criteria must match to be included in the results Example: Active Co-op students with a current resume

Maximize Report Criteria Cont. “Or” Criteria Statements Example: Observation report with a subject of Resume Review and two different administrators

Report Criteria “Wildcards” /“Is Like” The wildcard is used in conjunction with the comparator “Like”/“Not like” and is represented by the % sign, used to substitute for any other character or characters in a string. Example: Searching for all employers with the word “school” in the organization name

Maximizing Reporting Criteria “Is Empty” This is used when there is a null value associated with the data in question Example: Student records missing a primary email

Maximizing Reporting Criteria “Today/Yesterday” This is used to target date formatted fields within the various record of the databases Example: All jobs created “today” with an active status.

Questions/Comments

Thank you! If you have any additional questions, please contact the Support Team or your CRM.