Add a Report to the Dashboard or a Record

1

Click on Reports in the left hand panel menu.

The Reports screen displays.

2

Click on Action, then Properties. Note: Users will need permission to Report Designer 'Edit' at a minimum to access Properties.

The Properties pop up displays.

3

Select the elements / settings required to display the report in the product (see the table below for details on each configuration item). A list of pages to display the report in can be compiled where multiple locations are required.

4

Click Save.

The report displays in the pages selected, to users that have access to the report in their security permissions. For records, when users load the page the report is to display in, the report will display as the last section on the page. If the report does not display immediately, select Manage Sections and click Add Sections to apply the item. This same strategy is utilised for the Dashboard. Manage Sections is also utilised by the user to determine where the report displays.

Where Reports need to display with pass parameters, for example a report to be displayed in the Client Record, showing data about the Clients job’s, within the Report Designer tool, filters are added to pass the required entity information. Click here for more information.

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