1. Reporting for the Intermediate User
Gonzalo & Mo

2. Overview Introduction for different types of reports
Maximizing your reporting criteria

3. Reporting Types
Activity
System Stats
Resource Library

4. Reporting Types Activity Reporting Includes: Audit Log Delete Log
Log
Queue

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

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

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

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

9. 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

10. 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.

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

12. Comparators

13. 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

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

15. 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

16. 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

17. 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.

18. Questions/Comments

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