1. Reporting: Beginner User
Austin Kellerman and Samantha Cuellar

2. What are we covering? Reporting basics People Reports Record Reports
Reports from search screens
1-Click Reports

3. Reporting Basics
How to get there:
Tools>Reports>New Report

4. Reporting Basics cont’d…
Select Report Type

5. Reporting Basics cont’d…
Field Selection vs. Criteria Selection
Fields = Information that will appear once the excel is generated
Criteria = Things to filter by; used to narrow down results

6. Reporting Basics cont’d…
Field Selection

7. Reporting Basics cont’d…
Criteria Selection

8. Reporting Basics cont’d…
Generate On-Line (Quick View)
Generate Excel (no save)
Save:

9. People Reports
Example: All active Employer Contacts who have logged in within the last 2 years

10. Record Reports
Example: Jobs with a post date from 8/1/2015 – 5/1/2016

11. Database Search Results
Example:
Databases>Students>Search
Select filtering for search
Status=Active, Applicant Type=Student

12. 1-Click Reports
1-Click Reports locating on left hand side

13. Q & A

14. Thank You!
Support contact information:
Phone number:
LiveChat!