BrightMove allows users to create custom reports and manage user-defined fields (UDFs) to tailor data insights to their needs. This guide provides step-by-step instructions for creating reports, adding new UDFs, and understanding reporting updates.
Overview of Ad hoc and Custom Report Creation
Ad hoc and custom reports in BrightMove enable users to extract and analyze data specific to their requirements. User-defined fields (UDFs) can be included in these reports to capture customized information.
Steps to Create a Report
Follow these steps to create a report that includes user-defined fields:
Open Reports: Click your avatar in the upper-right corner of the BrightMove interface, then select Reports. Click New Report.
Set General Settings: - On the General tab, set the Subject Area to "Candidate" (or another relevant area). - Enter a Title for your report. - Set Max Results to 0 to allow up to 10,000 results.
Add Fields: - Navigate to the Fields tab. - Available fields are listed on the left, while assigned fields are on the right. - Click the plus (+) icon next to a field on the left to add it to the report. - To remove a field, click the minus (–) icon next to it on the right.
Preview and Save: - Click Save Report to save your settings. - Click Preview Report to view the results at the bottom of the page.
Adding User-Defined Fields with Selectable Options
To add a new user-defined field with selectable options:
Open UDF Settings: - Click your avatar in the upper-right corner and select Settings. - Choose User Defined Fields (UDFs) from the menu.
Locate the Relevant Section: - Find the section where you want to add the new field (e.g., "Candidate" or another category). - Click View to the right of the section name.
Add the Field: - Click Add Field to create the new field.
Add Selectable Options: - Open the field’s menu (three dots) and click View. - Use the Add Option button to add each selectable value. - Repeat this process until all options are added.
Timing of Updates for New Fields in Reports
After creating a new user-defined field, it may take a couple of hours for the field to appear in the report field selections. This delay is due to the system's update process.
Troubleshooting Common Issues
New Fields Not Appearing in Reports: If a newly created field does not appear in the report field selections after a few hours, ensure that the field was saved correctly and check for any system notifications about delays.
Field Options Not Displaying: Verify that all selectable options were added and saved properly in the UDF settings.
By following these steps, you can effectively create and manage reports with user-defined fields in BrightMove. For further assistance, consult the BrightMove support team or documentation.