Overview
The "Build an Ad Hoc Report" guide provides a comprehensive walkthrough on creating customized reports tailored to specific needs within BrightMove. Ad Hoc Reports are built on top of the powerful Wisdom, our advanced business intelligence and analytics platform. If you have specific reporting, analytics or business intelligence needs, our support team can help with additional info on Wisdom.
This article outlines the steps to access the ad hoc reporting tool, how to specify subject areas, select data fields, and apply filters to extract relevant information from your database. Subject areas are the types of data contained within a report. Users can also learn how to customize the report’s layout, add calculated fields, and save or export the report for future reference or sharing. By following the detailed instructions, users can quickly generate insightful reports that aid in data-driven decision-making and enhance overall recruitment strategies.
Data is updated approximately once every hour, Ad-Hoc reporting is not real time data.
How To Access and Create Ad Hoc Reports
- Log in to your BrightMove account.
- Click on your avatar in the top right of the screen to expose My Quick Links menu
- Select the Reports menu item.
- Ad Hoc Reports are located at the top of the Reports screen.
- Click New Report to begin creating a custom report.
Creating a New Report
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Click New Report at the top right of the reports page.
- Select a Subject Area, Title, Max Number of Results, and if you want your report to be public or private. The Subject Area is the type of data you'd like to include in the report, like Candidates, Jobs, Submittals, etc.
- In the Fields tab select all of the columns you want in your report. You can adjust the order by dragging the filter with the orange double sided arrow.
- The Groupings tab allows the report to be divided by a like term of the field(s) you specify.
- The Filters tab is where you will define your report parameters.
- The Sorting tab allows you to sort fields by ascending or descending order.
- When you have completed your report click Save Report at the top right.
Using the Functions Tab
The Functions Tab allows you to execute SUM, COUNT, and AVERAGE functions within your reported data. Use the following guide when adding functions to your report:
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SUM will total rows that are grouped (Select the Grouping tab to group rows together)
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AVERAGE will average the number by group
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COUNT will count the number of results returned
- Names and activity types will generally only work with the COUNT function applied
Scheduling Reports
The Schedule Tab allows you to set a schedule for when you want your custom report to run automatically. This setting will default to Never, but can be changed to run Daily, Weekly, Monthly, and Yearly with specific days and times configured within each Recurrence Pattern. The scheduled report will be sent to the email address listed within your user profile and will be in PDF format. You can also add additional recipients that are in your BrightMove account by selecting the green plus sign.
Viewing or Exporting Reports
From the reports page you can filter the available reports with the subject area drop down. View all reports, private reports, or public reports by selecting the respective toggle. To view the report you can either press the view button or the title of the report. Once you are viewing your report you can export it by clicking PDF Export at the top right. Data is updated nightly, Ad-Hoc reporting is not real time data.
Please note that Microsoft's Edge browser is not compatible with the Ad-Hoc reporting export function. |
Copy an Existing Report
To copy an existing report first select an existing report to view. Click Copy Report at the top right to access the Copy Modal. Rename the report (Default is "Copy of -Report Name-") and select if it will be public or private, then click save.
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