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Currently in the Report Module, reports can be created and assigned to users via their Security Permission Roles. Users can then view these reports via the Report Module lists, and a schedule can be created to dispatch the report to selected users automatically.
In the 11.37 this release, a new feature has been added to the Report Module, to provide an Agency with the ability to assign a Report as a Tile (or section) to the Dashboard and or primary records within Recruitment Manager.
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To configure a report to display in the Dashboard and or a Record, find the report in the Report Module, and from the actions list, select 'Report Properties'.
The table below describes the actions available to configure your report to display in a particular record.
Item | Description |
Display In | Lists all the areas of Recruitment Manager that the report can display in. Where more than one area is required for display, use the Add button to create another row and select the next Display in item. |
Width | This can be single or double. Where it is single, this displays as ½ the width of the record. So two 'Single' items will may one section width. This can be used for smaller tiles ie; items that don't need to display across the width of the record (page). |
Height | This denotes the height of the tile. This can be changed at any time if required ie; you feel the report needs more height to display in a useful manner. |
Load | This determines if the report loads as an open tile (section) or it is closed by default. If closed the user can select the arrow at the header to display the report. The number of items that will automatically display by default as open is limited to 3 per page. This is to try to maintain the efficiency of the page load. For example, if 20 complicated reports loaded automatically on load of the page, this would greatly slow down the efficiency of page load. |
Add | Add a new Display In item. |
Delete | Remove a Display In item |
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Adding Pass Parameters to Custom Reports
Where a Report is required for display with data filtered, for example a report is required to display in the Dashboard, filtered to the logged in user's Data Groups - pass parameters need to be added to your custom SQL query in the Stimulsoft report tool. Existing FT Standard Reports can also have pass parameters added, by copying to one of your report folders, then editing the report to apply the pass parameters.
To achieve this the following Reserve Words can be utilised:
Record | Limit Result To | Reserve Word |
Dashboard | Logged in user | LoggedInUserID |
Candidate | Candidate | EntityId, LoggedInUserID |
Parent | Parent | EntityId, LoggedInUserID |
Client | Client | EntityId, LoggedInUserID |
Cost Centre | Cost Centre | EntityId, LoggedInUserID |
Contact | Contact | EntityId, LoggedInUserID |
Temp Job | Temp Job | EntityId, LoggedInUserID |
Perm Job | Perm Job | EntityId, LoggedInUserID |
Contact Job | Contact Job | EntityId, LoggedInUserID |
To create and manage reports using the Stimulsoft tool, users need permission to Maintenance > Security > Report Designer. To open the tool, click Reports in the left hand menu, then Edit or Add to open or create a report.
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Below is a list of parameters and the related report field required:
Parameter | Report Field Required |
@Candidate | CandidateId |
@TempJob | JobOrderId |
@ContractJob | JobOrderId |
@PermJob | JobOrderId |
@Parent | ParentCompanyId |
@Client | ClientId |
@Contact | ClientContactId |
@CostCentre | CostCentreId |
@Leave | LeaveRequestId |
@user | UserId |
@Timesheet | dbtemtempid |
This string is added to the hyperlink property associated with the field in the report as per the example shown below:
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