Enhanced Report Writer

Hirebridge Enhanced Report Writer

The Hirebridge Report Writer is a versatile tool for generating, customizing, and sharing reports on candidates, requisitions, and other organizational data. It allows users to extract actionable insights by filtering, sorting, and grouping data based on specific needs.

Step-by-Step Guide to Using the Report Writer

1. Select a Base Report

Choose a Base Report to start your analysis:
- Candidates: Focuses on candidate-related data.
- Requisitions: Focuses on job requisition details.
Alternatively, you can load a previously created Saved Report for quick access to pre-configured settings.

2. Set Filters and Date Ranges

Define the Date Range for your report and select the date type (e.g., Hire Date) to narrow down the data.
Use the Filter Tab to further refine your data by adding filters:
- Filter by text (e.g., "Contains," "Equals," "Begins with").
- Combine multiple filters using AND/OR operators to target specific data points.
Example: Display all candidates hired within the last month who are currently in the "Phone Interview" stage.

3. Select Fields to Display

Customize the columns in your report using the Fields Tab:
- Use the search box to find specific fields to include.
- Select or deselect fields individually, or use Select All/Deselect All options.
- Example: Display only fields like "First Name," "Last Name," "Hire Date," and "Status."

4. Customize the Report Output

Once your data is loaded, use the following tools to refine your view:
- Pin Columns: Keep important columns visible while scrolling horizontally.
- Autosize Columns: Adjust column widths automatically to fit content.
- Group By Columns: Organize rows into groups based on the selected column (e.g., group candidates by their workflow step).
- Sort Columns: Sort data in ascending or descending order for easier analysis.

5. Save the Report

After configuring the report, save it for future use:

Private Reports: Only visible to you.
Public Reports: Accessible to all users in your organization with Report Writer access.
Specific User Groups: Share reports with selected groups like Hiring Managers or Recruiters.
Add a meaningful title and configure visibility before saving.

6. Export or Share the Report

Once the report is finalized, you can:
- Export the report to share it outside the platform.
- Allow other users with access to use or edit the saved report.

Tips for Success

Start with Saved Reports: Save time by reusing previously configured reports.
Refine and Target Data: Use filters and groupings to pinpoint critical insights.
Collaborate Efficiently: Share reports with relevant user groups to keep everyone aligned.
Experiment with Customization: Play around with columns, sorting, and grouping to find the view that best suits your needs.

By following these steps, the Hirebridge Report Writer enables you to create detailed, actionable reports tailored to your organization's unique requirements.

How to Use the Hirebridge Report Writer

The Hirebridge Report Writer allows you to generate reports on candidates or requisitions by customizing data views for your organization’s needs.

Step-by-Step Instructions:

1. Select a Base Report

• Start by choosing one of the base report types from the dropdown menu:

• Candidates: Focuses on candidate-related data.

• Requisitions: Focuses on job requisition details.

2. Set the Date Range

• Define the time period for the report by selecting a Date Range and specifying the type of date to filter by (e.g., Hire Date).

• Example: If you select “Hire Date,” the report will include all candidates hired within the selected date range.

3. Run the Initial Report

• Once the parameters are set, run the base report to generate initial results.

4. Customize the Report

• Use the built-in tools to tailor the report to your needs:

• Columns: Select which data fields to display.

• Group By: Group data by specific criteria (e.g., location or department).

• Order: Sort the data in ascending or descending order for better readability.

5. Save or Export

• Once your custom report is configured, you can save it for future use or export it to share with stakeholders.

Tips for Effective Reporting

• Plan Your Parameters: Know the specific dates and data points you’re analyzing to avoid unnecessary edits.

• Experiment with Customization: Try different groupings or columns to find the view that works best for your reporting needs.

This tool helps streamline your reporting process, ensuring you can quickly access and analyze candidate and requisition data.

Understanding Saved Report Configurations in Hirebridge

The Saved Report feature in Hirebridge allows you to access pre-configured reports that you or others have previously created, saving time when generating recurring or complex data views.

How to Use Saved Report Configurations:

1. Locate Saved Reports

• In the Report Writer, you can either:

• Start with a Base Report (e.g., Candidates or Requisitions), or

• Select a Saved Report from the dropdown menu to load a previously configured report.

2. View and Use Saved Reports

• Saved reports will appear in the dropdown menu under “Select a Saved Report.”

• These include customized configurations such as filters, columns, groupings, and date ranges that were saved from prior sessions.

• Selecting a saved report will immediately bring the custom configuration into the report generator.

3. Editing Saved Reports

• Your Reports: If you created the report, you can edit it and save the updated version.

• Reports by Others: If a report was created by someone else, you can edit the configuration and save the changes as a new report under your own name.

Sorting Columns in Hirebridge Report Writer

The sorting feature allows you to organize your report data in ascending or descending order for easier analysis.

How to Sort Columns:

1. Locate the Column Header

• Each column in your report has a header with sorting icons next to its title.

2. Sorting Options

• Descending Order:

• Click the funnel icon with the down arrow to sort the data in descending order (e.g., highest to lowest or Z to A).

• Ascending Order:

• Click the funnel icon with the up arrow to sort the data in ascending order (e.g., lowest to highest or A to Z).

Benefits of Sorting:

• Improved Readability: Quickly identify patterns or outliers in the data.

• Enhanced Analysis: Focus on specific data points like top-performing candidates or oldest requisitions.

Sorting is a simple yet powerful tool to make your reports more actionable and efficient.

Column Options in Hirebridge Report Writer

The column options in the Hirebridge Report Writer provide various tools to refine, organize, and customize your report output for better data visualization and analysis.

Accessing Column Options:

Click the hamburger menu (stacked lines) in the header of a column.
This opens a menu of tools designed to help you manage that column and its associated data.

Features and What They Do:

Pin Column
- What It Does: Keeps the selected column visible when scrolling horizontally through the report.
- Why Use It: Useful for locking important columns (e.g., Candidate Name or Requisition ID) to maintain context while reviewing other data.
- Additional Options:
  - You can pin multiple columns.
  - Pinned columns appear on the left side of the report, even as you scroll through other data.
Autosize Column(s)
- Autosize This Column: Adjusts the width of the selected column to fit its content automatically.
- Autosize All Columns: Applies the autosizing feature to every column in the report for better readability.
Group By (for Reports)
- What It Does: Groups the data in your report by the values in the selected column.
  - For example, if you group by "CandWorkflowStep," all rows with the same workflow step (e.g., "Phone Interview") will be grouped together.
- Why Use It: Organizing your data into groups makes it easier to spot trends, totals, or details for specific categories.
- Additional Features: You can apply multiple groupings to further segment your report.
Reset Columns
- Resets all columns to their default width, position, and order. Use this if your customizations become cluttered or hard to follow.

Tips for Using These Tools:

Combine Features: Pin columns and group data simultaneously for a more structured report.
Test Group By Options: Experiment with grouping by different columns to find the best way to organize your report.
Optimize Layout: Use autosizing to ensure all data is visible without unnecessary scrolling.

By leveraging these tools effectively, you can create a highly customized and functional report layout tailored to your analysis needs.

Filter Your Data

The Filter Tab in Hirebridge allows you to refine the data in your reports, giving you precise control over what information is displayed in each column.

How to Use the Filter Tab:

View All or Select Specific Items:
- By default, all items in the column are selected (Select All option checked).
- To customize your data:
  - Uncheck "Select All" to deselect everything.
  - Manually select the specific items you want to include.
Search for Specific Items:
- Use the Search box to quickly locate specific items within the column.
  - This is particularly useful when the list of items is extensive.
Advanced Filtering with Text Search:
- Enter your text into the Filter box and specify the filter criteria using the dropdown options:
  - Contains: Shows rows with data that includes your text.
  - Does not contain: Excludes rows with your text.
  - Equals/Does not equal: Matches (or excludes) exact text.
  - Begins with/Ends with: Filters rows where the text starts or ends with your input.
  - Blank/Not blank: Shows rows with empty or filled values.
Stack Filters with AND/OR Operators:
- Add multiple filter conditions by stacking them with:
  - AND: Returns rows that match all conditions.
  - OR: Returns rows that match any condition.

Examples of Filter Use Cases:

Scenario 1: Find all candidates whose last activity contains "Interview" but exclude those marked "Do Not Process."
- Filter 1: Contains "Interview."
- Filter 2: Does not contain "Do Not Process."
- Use the AND operator.
Scenario 2: Locate all rows that either begin with "Application" or contain "Scheduled."
- Filter 1: Begins with "Application."
- Filter 2: Contains "Scheduled."
- Use the OR operator.

Benefits of Using the Filter Tab:

Precision: Customize your report to display exactly the data you need.
Efficiency: Save time by quickly narrowing down large datasets.
Flexibility: Combine filters to target highly specific data points.

By mastering the filter tab, you can ensure your reports deliver highly targeted and actionable insights.

Selecting Fields in Hirebridge Report Writer

The Fields Selection Tab allows you to customize which columns appear in your report, helping you focus on the specific data you need.

How to Use the Fields Tab:

Display All or Specific Fields:
- Select All Fields: Check the box at the top of the list to include all available columns in your report.
- Deselect All Fields: Uncheck the box to remove all columns from your report.
Choose Individual Fields:
- Manually check or uncheck individual fields to include or exclude them from your report output.
Search for Fields:
- Use the Search box at the top of the tab to quickly find specific columns.
  - This is especially helpful when dealing with a large number of fields.
Refining Selected Fields:
- Once you’ve selected the fields to display, you can further manipulate them:
  - Pin Columns: Keep key columns visible while scrolling.
  - Group By Columns: Organize your data into logical groups.
  - Rearrange Columns: Drag and drop columns to change their order in the report.

Tips for Using the Fields Selection Tab:

Prioritize Key Data: Only select the fields that are relevant to your analysis to avoid clutter in your report.
Efficient Searching: Use the search box to quickly locate and add targeted fields to your report.
Dynamic Updates: You can revisit and adjust the selected fields at any time while refining your report.

By using the Fields Selection Tab, you can create streamlined, actionable reports tailored to your specific needs.

Saving Report Configurations in Hirebridge

The Save Report feature in Hirebridge allows you to save customized reports for future use. You can control access to these reports by setting their visibility to private, public, or specific user groups.

How to Save a Report:

Click “Save Report”
- After configuring your report, click the Save Report button.
Enter a Report Title
- Provide a meaningful title for the report to easily identify it later.
Set Visibility Options
Choose who can access the saved report:
- Private: The report will only be visible to you.
- Public: The report will be accessible to all users in your organization who have Report Writer access.
- Specific User Groups:
  - Select this option to share the report with certain groups.
  - Use the dropdown to search for and select one or more user groups (e.g., Administrators, Hiring Managers, Recruiters).
Save the Report
- Once the title and visibility settings are configured, click Save to save the report.

Benefits of Saving Reports:

Efficiency: Reuse custom report setups without rebuilding them every time.
Collaboration: Share reports with the right audience, ensuring relevant stakeholders have access to the data.
Flexibility: Limit visibility to maintain confidentiality when necessary (e.g., saving as a Private report).

By saving your reports with appropriate visibility settings, you can streamline workflows and ensure the right data reaches the right people.

Exporting Report Data in Hirebridge

The Export feature in the Hirebridge Report Writer allows you to save your report data for external use, making it easy to share or analyze outside the platform.

How to Export Report Data:

Access Export Options:
- Right-click anywhere in the report grid output to open a context menu.
- Locate the Export option at the bottom of the menu.
Choose Export Format:
- CSV Export:
  - Saves the report as a flat file.
  - Ideal for simple data sharing or importing into other tools.
  - Note: CSV files do not support Group By parameters, so grouped data will appear as a flat list.
- Excel Export:
  - Saves the report in Excel format.
  - Honors all Group By parameters and maintains your data hierarchy.
  - Ideal for sharing complex, structured reports that require additional formatting or analysis.

Key Features:

Preserves Data Customization:
- Exported reports reflect all current filters, columns, and sorting applied in the Report Writer.
Flexible Sharing Options:
- Use CSV for lightweight, flat-file needs.
- Use Excel for detailed, grouped reports with full formatting.

Tips for Exporting:

Choose Excel for Grouped Data: If your report includes grouped data (e.g., grouped by workflow step or location), use Excel to maintain the structure.
CSV for Simplicity: Use CSV when you need a quick, lightweight export for integration with other tools like databases or custom software.
Test Outputs: Export both formats to see which best suits your data-sharing or analysis needs.

By leveraging the Export feature, you can ensure your reports are versatile and ready for both simple and detailed external use.