Default Reports:
All the default reports have following options in generating the report. Based on the selected parameters the reports will be generated.
User: Select the users - for those you want to see the data.
Report Period: Select the period for which the data to be displayed from the given range of values or select the custom date range.
Run & Send: Use this option to send the generated report through email. (By default the report will be generated in XLS and will be sent through email.)
Export: Once the report is generated, the report can be exported to the standard formats XLS, CSV, and PDF.
Following Default reports are given in the application:
1. Account Activity Report
The Account Activity Reports gives the view of specific Account activity on a day/week/month or custom date range.
The report gives an overview of all activities of the Account including # contacts, #openings, #Submissions under the selected Account.
2. Placement Activity report
Gives brief information of all the c2c placements created in the selected period/date range.
3. Pipeline Report
Gives brief information of all the submissions related to the openings in the selected period/date range.
4. Hotlist Submission Report
Gives brief information of all the Hotlist submissions related to the vendors in the selected period/date range.
5. Placement Activity - Hotlist
Gives brief information of all the Hotlist placements created in the selected period/date range.
6. Sales Performance Report
Gives in detail activities performed by the sales users in the selected period/date range.
7. Account Manager Performance Report
Gives in detail activities performed by the Account Managers in the selected period/date range.
8. Recruiter Performance Report
Gives in detail activities performed by the Recruiters in the selected period/date range
9. Campaign Report
Gives brief information about all the campaigns in the selected period/date range.
10. Campaign Weekly Report
Gives brief information about all the campaigns in the weekly period/range.
11. Interview Report - Pipeline
Gives brief information of all the c2c interview activities in the selected period/date range.
12. Interview Report - Hotlist
Gives brief information of all the Hotlist submissions interview activities in the selected
Period/date range.
13. User login - logout Report
Gives brief information of all the user’s breaks/intervals in the selected period/date range.
14. Hotlist Analysis Report
Gives brief information about all the hotlist activities in the selected period/date range.
Schedule your reports and the report will be sent to the users on the scheduled date/time for set frequency. All scheduled reports will be displayed in the Scheduled Reports tab. In addition, the user can see all the reports that are scheduled to him (by other users) in this screen.