Creating a Summary Report in Report Designer
Last modified: March 1, 2012 by Michelle
I am going to create a report to summarize how many candidates my recruiters have moved through each stage of the workflow process. I want to see it grouped by recruiter and then by stage.
I will add new report and even though there isn’t a default template for grouping by recruiter, I am going to use one of options so I don’t have to start my layout from scratch. I can pick any of them since I am just going to change it and then rename it.
The first step will be to set my grouping as I would like it, by Recruiter.
I will select Edit Group
Then Select to group by RC
Now, I will add a second group, I can just push the green plus button in this window or select insert group in the right click menu I used earlier:
Once I have done that, I will select “Current Stage,” as my secondary group:
Now my groups are added and I can add labels to the groups:
Now I want to add counts so I can quickly see how many of each stage a recruiter has done. The first count will show me how many of each individual stage.
A previous help article covered how to do counts, but the most basic way to use them is just type “=count([whatever field you want to count])” Because I want to count Candidates, I am going to add [CN] as the field I want to count:
Now I want to total how many of all stages this recruiter has done so I am going to add a count in the group footer. I am also going to type “Total,” so I know what I am looking at:
I can now select to preview this report to see what it will look like, you can see there is some unnecessary spacing and some formatting changes I should make.
There are a number of these rows that I do not need for my summary report, so I am going to hide them.
First, I will uncheck table details:
Now I will edit my group 2 to remove the group footer:
Now I am left with only rows I am using:
There are a number of additional columns I will remove now, you just right click on the header and select delete columns for each that you do not have data in:
Now I will add some formatting to the cells to make them read better. I am going to bold the total row and add a border above it to separate it from the other information:
With both highlighted, I select bold from the left:
Then keeping them highlighted I add a dotted border above it:
Now if I select preview I have a much better looking report:
Now I will save this report and it will appear on my report list:
Now I will double click, set my date range and see how many candidates my recruiters have moved through each stage in the last 90 days: