In this Article:
If you're unfamiliar with our reports, it can feel a little overwhelming. Here, we'll breakdown the basics of our reports in general.
BrightMove provides a variety of pre-made reports. The ones available to you will vary depending on your security permissions and company settings.
If you don't have access to a certain report, reach out to a company Administrator and request permission.
The primary report categories include:
- Equal Opportunity Employment
- Time and Billing
- Management (Password Required)
These reports are able to collate data into daily, monthly, or yearly results. Many of them allow you to configure different search areas to pinpoint information.
All premade reports also provide up-to-the-minute data, so any changes you've just made will reflect in the report in real-time.
Note: All reports are displayed in Eastern Standard Time.
Pulling a Report:
When you're ready to pull a report, select your desired report from the list of available options.
In this example, I will be using the report Submittal Activity History Report (CSV Optimized).
When you first pull up a report, you'll be presented with its available parameters that you can adjust based on your needs.
On this particular report, you'll see the following parameters:
- Report Format
- Start Date
- End Date
- Submittal Status
- Submittal Activity Type
- Include Inactive Employee Activity
- Job Requirement ID
For each parameter, you can freely select any option that you'd like.
When you've finalized the parameters of your report and have your preferred format selected, click Run Report.
This will trigger a download in your Internet browser, asking you to Open or Save the report when the download is finished.
Note: For especially large reports or significant date ranges, it can take time for the report to generate and may appear as though nothing is happening. This is normal and your report will eventually appear in your browser's downloads folder. If this happens consistently for some or all reports, please contact support.
You might have noticed that some reports have CSV Optimized next to their names. This means that a report can be downloaded in Excel / Comma Separated Values (CSV) format and be displayed correctly.
If you attempt to download a non-CSV Optimized report in this format, the report's formatting will be broken in the resulting spreadsheet.
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