The answer to her question is Yes, Cyber handles all of that · Web viewCyber Recruiter and Version 6.8. Date last updated: 10/2008 Table of Contents. Introduction. 3. Standard Reports

Report Writer User’s Guide

Cyber Recruiter and Version 6.8Date last updated: 10/2008

Visibility Software Proprietary and Confidential 1

Table of Contents

INTRODUCTION......................................................................................................................................3

STANDARD REPORTS..............................................................................................................................4

RUNNING REPORTS...............................................................................................................................................4QUICK CHANGES...................................................................................................................................................5

MODIFYING REPORTS.............................................................................................................................7

NAVIGATION........................................................................................................................................11

TABS................................................................................................................................................................11Reports.................................................................................................................................................................................11Data Sources.........................................................................................................................................................................13Fields.................................................................................................................................................................................... 14Filters....................................................................................................................................................................................17Summary.............................................................................................................................................................................. 21Chart.....................................................................................................................................................................................22Misc......................................................................................................................................................................................24Style......................................................................................................................................................................................25Preview.................................................................................................................................................................................29

ICONS...............................................................................................................................................................29ACTIONS...........................................................................................................................................................29

CREATING A NEW REPORT....................................................................................................................32

DESIGNING A REPORT..........................................................................................................................................32BUILDING A REPORT............................................................................................................................................32

APPENDIX A – DATA SOURCES..............................................................................................................34


INTRODUCTION

Izenda Ad Hoc for Cyber Recruiter enables you to easily access your databases directly and quickly transform raw data into useful and readily understood information. With Ad Hoc you can extract the information you need from one or more related tables and format it into tables, reports, or charts. You can view the resulting report in your Web-browser and then print it. You can also export reports in several formats, including Microsoft Word, Microsoft Excel, and Adobe PDF.

Imagine that your boss has asked for a list of applicants for each requisition. You know that your database has a table called Applicants, and another table called AppReq, and that they can be linked together using the common field called ApplNum. Using Ad Hoc, you can “join” the two tables and then choose the data fields you need, such as customer name, phone number, order number, order date, and order amount. You can use a filter to select only open requisitions. You can sort the data by manager. Finally you can view or print the report, create the report as a PDF file, or output it to Excel. It is so easy. It is so fast. Your boss will be amazed.

This user manual will step you through each simple process in using Ad Hoc, and provide you with what you need to know to create your queries and reports. Any data that your application developer has included in the database can be accessible to you in creating Ad Hoc reports.

Izenda Ad Hoc is a reporting solution which allows a user to design and run reports from a web browser. It consists of a query designer and pages which list and view reports. Specific security must be set under Admin > Security > Group Security prior to accessing the Query Designer. This tool can be set to simply view reports or design reports in addition to allowing only access to specific groups. For additional information on setting security, please review the Admin Guide under Security settings.


STANDARD REPORTS

RUNNING REPORTS

Visibility Software has included a list of Standard Reports pre-populated in Cyber Recruiter to provide a starting point and example for creation of future reports. To access these reports simply select Reports > Report Writer from the standard Cyber Recruiter Screens. From the menu screen, highlight which report to run and press the NEXT button.


Based on the report selected and the parameters set in the report, information is collected from Cyber Recruiter and will display in an HTML view. Scrolling using the scroll bar options will display additional information regarding this report.

QUICK CHANGES

Some items can be quickly adjusted on the Display Page as needed but changes to the report via the Display Page are not saved with the original report. If changes should be permanently made to a report, the report will need to be modified – see Modifying Reports section below. With each release and upgrade to Cyber Recruiter, the standard reports will use the defaults that they came with overriding any changes made by Users.

Item Purpose

‘Report’ Drop-down References the other reports available and changes the report based on the selection without the need to go back to the first menu page

‘Results’ Drop-down Defaults to 100 records but can be expanded to show additional records on the screen.

‘Add Field’ Drop-down Quickly add another field from the list of available fields without having to


go back and modify the whole report.

‘Export Type’ Drop-down Defaults to HTML so the report will print in the web browser being used. Use the drop-down options to select another method for displaying the information (excel, word, etc.)

‘Export’ Button After selecting another method for viewing the information, press the Export button to move the data to that new source (excel, word, etc.)

‘Report List’ Button Returns the user to the reports list to choose another report

‘Back’ Button Moves the User back one page in the browser.

‘Update Results’ Button If allowed in the setup of the report, the parameters may be updated by the user when viewing the report. This button works in conjunction with the table listed below the button to update the records displayed based o the new or updated parameters

Filters Table This is a list of fields and comparisons which the report is using to restrict the number of records being displayed


MODIFYING REPORTS

When possible, it is easier to modify an existing report than it is to create a report from scratch. It is recommended to start with the Standard Reports to see what they can provide and then to modify them to create new ones as needed. Additionally, it is important to note that standard reports will always use the defaults properties. To avoid overriding changes with new releases or upgrades, it is better to modify these reports and save them under another name if necessary. To modify reports simply select Reports > Report Writer from the Main Menu Bar. Click on the link ‘Click here to create a new report’ link to receive a list of current reports in the system.


The page which appears will be a menu page of all of the reports currently available in the system. To modify a report, select the report by clicking on the name which is a hyperlink.


Once the report is open, press the ‘Save As’ button


And enter a new name for the report. Remember that is the report is saved in a new category, additional security changes may be necessary in the Admin > Security > Group Security setting.


NAVIGATION

Reports are written or modified in the Query Designer. This user interface incorporates all of the screens involved in creating, modifying and previewing a report. Once in the design mode, a header will always be present at the top of the page:

TABS

REPORTS

The Reports tab saves created reports to the database for later reference. This is the main screen which will appear when starting new reports or selecting reports to modify. The page will be grouped by category first and then display report alphabetically. The last modified date, sharing status and owner ID will also be prominently displayed for easy reference.



DATA SOURCES

The Data Sources tab contains a list of tables/views available for use in building reports. To join two tables/views together, each table must have an identical and unique field. Many of the tables have commonly used fields to decrease the necessity of joining tables. For example, if the User wanted information regarding an Applicant’s education, the View_AppEdu would be selected from the dropdown list. Nothing more is needed.


FIELDS

The Fields tab, allows the user to select which field of the table/view in the Data Sources tab to display, as well as what format is desired.

Item Purpose

‘Field’ Drop-down Selecting an item from the drop-down menu maps this piece of information from the Cyber Recruiter screens onto the report.

Description The description will default automatically based on the field selected but can be changed by the user.

Sort (a-z) Sort this column of information alphabetically starting with A.

Sort (z-a) Sort this column of information alphabetically starting with Z.

VG Make this field a group and have all other information show under it. For example, if a report was needed of everyone with a Bachelors Degree, VG would be checked next to Degree. However, if a report was needed


for every employee and a detail of his/her education, VG would be checked next to Full Name.

A Will add, subtract, multiply, or divide by the selection in the row above. Instead of 2 numeric columns, there is only 1 and the numbers are added together, or they could be multiplied, divided or subtracted. For example if a report was needed to find out what percentage of routings for each person also result in an interview. Check mark A until the divide sign appears and the number of interviews will be divided by the number of routings.

‘Function’ Drop-down The Function means that instead of just showing the field chosen, it will perform that function and show that. Typically, the Group function is used for a high level and then the count or sum function is used to sum some field within each group.

‘Format’ Drop-down The Format dropdown menu is a list of formats for the entries of the field selected in the Field dropdown menu directly to the left to appear in.


Sample Preview: Based on Attributes Above


Sample Preview: Selecting Degree to be the ‘VG’

FILTERS

In the Filters tab, the selected fields of the table/view can be filtered so that only pertinent entries appear in the table. For example, if the User is searching for Applicants who have a Bachelors Degree and Applied in the last month, the filters tab is where those conditions are set.


Item Purpose

‘Filter’ Drop-down Select which field should be used as a comparison in the filter.

Operator Select what to make the filter do. For example, should the field used for the filter be equal to something or not equal to something? Should it be in a range of something, or greater than something?

Value(s) Enter the comparison to use. What should the system look to as a match or range or value for the filter? Use commas between values to specify more than one possibility.

Blank Same as selecting ‘Blank’ as the operator. Will look for records where this field is blank.

Param Should this filter be changeable in the Display View (discussed previously)? Checking the box will allow this value to be changed. Checking next to the blank box will allow filters to be added to the Display View.

Items in the Filter are used like a mathematic expression. The field selected as the Field is use as a comparison to the Value based on the Operator. Depending on the operator used, the result of the comparison will be different. For example Degree “Equal To” BA would generate a total different result than Grad Year “Between” 1/1/1997 and 12/31/1997.


Operator Purpose

Equal To Finds data equal to what is specified in the Value(s) box. Use commas to separate values and look for more than one possibility. Answers must be typed into the Value box.

Equal To (Drop-down) Finds data equal to what is specified in the Value drop-down box. Only one answer is allowed and must be selected from the Value drop-down.

In Time Period Find data which is in the time period specified in the drop-down menu. This item only appears for date fields.

Like Finds data which is in the value is similar to a value in the system. The value must be off-set by a % sign. For example, Z% would find everything starting with a Z while %street% would find everything with street in the value.

Begins With Finds data beginning with the value specified. TH or 19 for example.

Ends With Finds data ending with the value specified. Dr or Science for example.

Is Less Than Finds data which is less than the item in the Value box.

Is Greater Than Finds data which is greater than the item in the Value box.

Between Finds data which is between two values (generally between two dates).

Blank Finds data where the field value is blank.

Doesn’t Equal Finds data NOT equal to what is specified in the Value(s) box. Use commas to separate values and look for more than one possibility. Answers must be typed into the Value box.

Doesn’t Equal (Select) Finds data NOT equal to what is specified in the Value drop-down box. Only one answer is allowed and must be selected from the Value drop-down.

Isn’t Like


Isn’t Less Than Finds data which is NOT less than the item in the Value box.

Isn’t Greater Than Finds data which is NOT greater than the item in the Value box.

Isn’t Between Finds data which is NOT between two values (generally outside the range of two dates).

Isn’t Blank Finds data where the field value is NOT blank.

Use Previous OR Finds data where the previous line or the current line has a value. For example, all people who applied in a certain range OR have a bachelor’s degree.

True Finds true statements. Cyber Recruiter does not use True/False statements so this will not be used.

False Finds false statements. Cyber Recruiter does not use True/False statements so this will not be used.

Sample Preview: Based on Attributes from Fields & Filters Examples


SUMMARY

In the Summary tab, a table can be created that summarizes the chosen fields using different functions (for example, Average, Count, Maximum, and so on). Make a group of fields by choosing Group option from the Function dropdown menu.

Item Purpose

‘Field’ Drop-down Select which field should be used in the summary. If grouping, the first field select should be the grouping field and the second could be the field to count.

Description The description will default automatically based on the field selected but can be changed by the user.

Sort (a-z) Sort this column of information alphabetically starting with A.

Sort (z-a) Sort this column of information alphabetically starting with Z.

Function Specify what should be done. In the example above, the degree will be the group and the report will count each person (only once) which has that specific degree. Then, the next row will be a new degree with a new


number of people with that specific degree.

Format The Format dropdown menu is a list of formats for the entries of the field selected in the Field dropdown menu directly to the left to appear in.

Add Grand Totals Adds a total count to the bottom of the summary section.

Generally this page will have two rows of information.

The first row will be the information to group (degrees in this example). Set this first row to group.

The second row will be the information to summarize. In this screen it will be ‘Count’ or ‘Count Distinct’. Count will count each record regardless to if there are multiples and Count Distinct will only count the record once. For this example, Count would total up the number of degrees. So, if the person had two of the same degree, the result would be 2. Count Distinct would total up the number of people. So, regardless of how many degrees the applicant has, the fact that he/she has a bachelor’s degree would only count once.

This same structure can be used on the Chart tab as well.

Sample Preview: Based on Attributes from Fields & Summary Examples

CHART


In the Chart tab, a chart can be created using the data in the table/view selected on the Data Sources tab. Choose the Chart Type first. Based on the type of chart the options below will change. Four types of charts are available:

Trend: Select the Date and its corresponding function and the Value and its corresponding function. Click Sort to indicate which one to sort by.

Pie: Select the Label and its corresponding function and the Value and its corresponding function. Click Sort to indicate which one to sort by. Show as a 3D graphic, explode the largest slice, and select between a pie or a doughnut.

Plot: Select the X and Y values and click Sort to indicate which one to sort by.

Bar chart: Select the Label and its corresponding function and the Value and its corresponding function. Click Sort A to indicate which one to sort by


Sample Preview: Based on Attributes from Fields & Chart Examples

MISC.

In the Misc tab include a section to provide details about the report which is being created.

Item Purpose


Title The name of the report. This title will show at the top of the report in the Display view.

Description Describes the purpose of this report. This information will show at the top of the report directly under the Title but before the data is displayed.

Header Displays a text at the top of the report above the Title.

Footer Displays a text at the bottom of the report below all of the date.

Shared If check marked, other users can run this report

Read Only If check marked, only the owner can edit this report

Owner Owner ID for this report – matches back to the Admin > User list

Category Category for this report – matches back to the Admin > Group security

Sample Preview: Based on Attributes from Fields & Misc Examples

STYLE

The Style tab allows the user to set up how items should be displayed on the report.



Item Purpose

Border Color Color displayed around the grid.

Header Color Background color for the first row of the grid.

Header Foreground Color Color for the lettering for the first row of the grid.

Item Color Background color for the main lines of the grid.

Item Foreground Color Color for the lettering for the details of the grid.

Alternating Color Background color for the alternating lines of the grid

Restore Defaults Undo all the styles and go back to the default.

Landscape Printing Print in Landscape is checked, and portrait if unchecked

Show Page Number in PDF Shows the page number if checked

Show Date/Time in PDF Shows the date and time printed if checked

Use pagination in web review Will paginate the information in the web view if checked

Items Per Page Default for the items to display on the page

Report Order Use the icons to re-arrange the items on the page. For example, if the chart should show at the bottom of the report, move it down the list until it is listed at the bottom.

Field | Value column pairs Field | Value changes the display of the information from a column/row spreadsheet type report to listing the field used and then the value from the data. If using this view, how many columns should be allowed?

Show Main Report Will turn on the Field | Value view for the main report.


In Field | Value style

Show Summary Report

In Field | Value style.

Will turn on the Field | Value view for the Summary section of the report.

Sample Preview: Field | Value Format


PREVIEW

In the Preview tab, a preliminary version of the table that is created can be viewed, along with its Summary Table description and chart. Go back and change selections in the previous tabs and see how they affect the table by returning to it in the Preview tab.

ICONS

The Data Source, Fields, Filters and Summary pages have specific icons which allow the user to re-arrange the order of the information shown on the Preview tab.

Icon Purpose

This button will remove the row which this icon is on.

Inserts a row above the row which this icon is on.

Inserts a row below the row which this icon is on.

Moves this row up one row.

Moves this row down one row.

ACTIONS

The actions section of the Query Designer lets the user quickly Save/Print/Export/etc. information from any tab in the system.

Item Purpose


Back Moves the user back to the Reports > Report Writer Menu

New Starts a new report. Moves the user to the Data Source tab

Save Saves the current report replacing the previous report.

Save As Save the current report under a new name and/or category.

Print (PDF) Prints the report into a PDF format for easy printing and distribution.

SQL Allows an advanced user to view the SQL statements used to create the report.

Excel (CSV) Exports the data to Excel in a .csv format.

Excel (XLS) Exports the data to Excel in a .xls format.

Word Exports the data to Word in a .doc format.

XML Exports the data to an XML format.

OpenOffice Exports the data to an OpenOffice format.

RTF Exports the data to Word in a .rtf format.

Grid (Report List) Moves the user to the Reports List

Envelope (Email) Opens the user’s email system to generate an email. The report is a link inside the email.

Blue Circles Administrative Settings set by Cyber Recruiter. Users will not need to modify this screen.

Preview Results Number of records to show in the preview.



CREATING A NEW REPORT

There is more to creating a new report than simply pulling from Cyber Recruiter and placing them in the Report Writer. Taking the time to design a report on paper will help speed the process for creating a new report. Once the report is designed, it is then a matter of using the report writer to get just the information needed.

DESIGNING A REPORT

There are a few important questions to ask when designing a report which will ensure a successful creation and deployment. Without asking these important questions, much time can be spent re-doing reports once additional information is gathered.

Question Example Why

What type of information? Name & education Determines which Data Source to use.

Which fields of information? Name, degrees, year Determines which Fields to use.

Should anything be excluded? Only applicants from 2007 Determines which Filters to use.

For analysis or just records? Sums/Averages/Graphs Determines which other tabs need to be used. – Summary, Chart, Gauge.

Analysis of what? Number of people with which degree

Determines how Summary and/or Chart and/or Gauge should be used.

Preferred Title/Details? Degree Report, etc. If writing for someone else, might as well get the items set at the beginning

Specific Style? Column vs. Field | Value If writing for someone else, might as well get the items set at the beginning

End Goal? Export to Excel for Manager Can add a filter in to split out managers, for example. Or this report might be named in to a category which managers can access.

BUILDING A REPORT

Once all of the items are decided about the structure of the report, building the report in the Report Writer is a snap.


1. Go to Reports > Report Writer

2. Click on the link to Create a new report

3. Click on New button

4. Select the Data Source (See Appendix A for full list of data sources)

5. Click on the Continue to Field button

6. Select the fields to include on the report using the drop-down options

a. Rename the field titles if desired

b. Select how to sort the information

c. Select to group (VG) if desired

d. Select Functions if desired

e. Select Format if desired

7. Click on the Continue to Filters button

8. Select any fields which should be used as filters

9. Click on the Continue to Summary button

10. Build a summary table to capture summary information if desired

11. Click on the Continue to Chart button

12. Build a chart to graphically represent information from the report if desired

13. Click on the Continue to Misc button

14. Enter in the details behind this report which will be automatically printed on the report.

15. Click on the Continue to Style button

16. Change any style or formatting attributes if desired

17. Click on the Continue to Preview button

18. Click on the Save button

19. Name the Report and enter a Category

20. If the Category is New, be sure to go to Admin > Security > Group Security and grant additional access to the necessary groups to see this report.


APPENDIX A – DATA SOURCES

Source Name Information from which Screen/Area

View_AppADP Applicant Demographics, Status, Resume, and ADP

View_AppAttachments Applicant Demographics, Status, Resume, and Attachments

View_AppCorrespondence Applicant Demographics, Status, Resume, and Correspondence

View_AppCostpoint Applicant Demographics, Status, Resume, and Costpoint

View_AppEdu Applicant Demographics, Status, Resume and Education

View_AppGCS Applicant Demographics, Status, Resume, and GCS Premier

View_AppGreatPlains Applicant Demographics, Status, Resume, and Great Plains

View_AppHistory Applicant Demographics, Status, Resume, and Status/History

View_AppHROffice Applicant Demographics, Status, Resume, and HROffice

View_AppHRXML Applicant Demographics, Status, Resume, and HRXML

View_Applicant Applicant Demographics, Status, and Resume

View_AppMilitaryHistory Applicant Demographics, Status, Resume, and Experience/Military History

View_AppNotes Applicant Demographics, Status, Resume, and Notes

View_AppOfferApprovals Applicant Demographics, Status, Resume, and Activity >Offers > Approvals


View_AppOffers Applicant Demographics, Status, Resume, and Activity >Offers

View_AppPrevEmp Applicant Demographics, Status, Resume, and Experience/Employment

View_AppQuestions Applicant Demographics, Status, Resume, and Application

View_AppReferenceQuestions Applicant Demographics, Status, Resume, and References > Questions

View_AppReference Applicant Demographics, Status, Resume, and References

View_AppResumeHistory Applicant Demographics, Status, Resume, and Resume History

View_AppSecurityClearence Applicant Demographics, Status, Resume, and Experience/Security Clearance

View_AppSkills Applicant Demographics, Status, Resume, and Experience/Skills

View_AppVisions Applicant Demographics, Status, Resume, and Visions

View_CodeTable Admin > Codes

View_ConnectorAppReq Applicant Demographics, Status, Resume, Activity > Reqs, Req Main, Req Job Description

View_EmailLog Admin > Logs > Email Log

View_ErrorLog Admin > Logs > Error Log

View_Inbox Inbox view

View_Invite Applicant Demographics, Status, Resume, and Activity >Invites

View_InviteEvals Applicant Demographics, Status, Resume, and Activity >Invites > Evaluations

View_Login Admin > Security > Users

View_LoginHistory Admin > Security > Login History


View_Offer Applicant Demographics, Status, Resume, and Activity >Offers

View_OfferQuestions Applicant Demographics, Status, Resume, and Activity >Offers > Questions

View_Req Main, and Job Description

View_ReqApprovals Main, Job Description, and Approvals

View_ReqAttachments Main, Job Description and Attachments

View_ReqCareerBuilder Main, Job Description and CareerBuilder

View_ReqCosts Main, Job Description and Costs

View_ReqDice Main, Job Description and Dice

View_ReqEdu Main, Job Description and Requirements > Education

View_ReqHistory Main, Job Description and History

View_ReqHotJobs Main, Job Description and HotJobs

View_ReqMonster Main, Job Description and Monster

View_ReqNotes Main, Job Description and Notes

View_ReqSkills Main, Job Description and Requirements > Skills

View_ReqRouting Main, Job Description and Applicant Activity > Routing

View_SearchLog Admin > Logs > Search Log


Documents

The answer to her question is Yes, Cyber handles all of that · Web viewCyber Recruiter and Version 6.8. Date last updated: 10/2008 Table of Contents. Introduction. 3. Standard Reports