Project Reports |
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Examples of some key Project reports:
Project Reports for Client-Candidate Interviews
Report Name: SC01a Client Interviews of Project Candidates (old reference # SD5c) Report Type: Detail report with User-specified date parameters Initiated From: Deskflow Main Menu > Tools > Reports Report Purpose: Preview or print a list of Client-Candidate Interviews, including dates, times, Candidate names, Client Interviewer names, phone numbers and post-interview comments. Report content is similar to SD19. Useful To: Project Coordinators and Executive Assistants Sort sequence: By Interview date and time Filter Criteria: All Interviews between specified start and end dates. Dates are calculated in Universal Time. Page Break: None
Report Name: SD19 Project Client Interviews (old reference # SD17) Report Type: Detail report Initiated From: List of Projects or a single Project via right margin printer icon Report Purpose: Preview or print a list of Client-Candidate Interviews, including dates, times, Candidate names, Client Interviewer names, phone numbers and post-interview comments. Useful To: Project Coordinators and Executive Assistants Sort sequence: By Client, Project and Interview date/time Filter Criteria: All Candidate Interviews for each Client. Page Break: None
Report Name: SC06 Project Interviews Summaries by User (old reference # SM21) Report Type: Summary report Initiated From: Deskflow Main Menu > Tools > Reports Report Purpose: Preview or print a list of Client-Candidate Interviews, including dates, times, Candidate names, Client Interviewer names, phone numbers and post-interview comments. Useful To: Project Coordinators and Executive Assistants Sort sequence: By Interviewer and Interview date/time Filter Criteria: All Interviews between specified start and end dates. Dates are calculated in Universal Time. Page Break: None
Project Reports for Researchers
Report Name: SE04 All Research Registers (old reference # SC14) Report Type: Detail report Initiated From: List of Projects or a single Project via right margin orange printer icon Report Purpose: Preview or print for each Project all the Research tab Candidate lists as well as the Contact Register. Useful To: Project Coordinators and Executive Assistants Grouping: Lists are grouped into the following categories: •Contact Register •Client Employees •Source Referrals •Sources •Ad Respondents •Target Company Candidates •Benchmark Candidates •File Search Candidates Sort sequence: By Project and Candidate Last Name Filter Criteria: Includes only Research lists and Contact Register. Page Break: Project
Report Name: SE04b All Research Registers Export to Excel (old reference # SC14b) Report Type: Detail report initiated from a list of Projects or from a single Project Initiated From: List of Projects or a single Project via right margin orange printer icon Report Purpose: Excel export for each Project all the Research tab Candidate lists as well as the Contact Register. Same content and format as report SC14 Useful To: Executive Assistants who have to prepare documentation for Clients.
Project Reports for Execution Team and Client Team
Report Name: SD01b Candidate Pipeline (old reference # SD1b) Report Type: Detail report Initiated From: List of Projects or a single Project via right margin orange printer icon Report Purpose: Preview or print for each Project all the Candidate stage lists starting with the Contact Register and ending with Placed Candidate(s). Candidate name, current job title, current employer and call status are shown. Pipeline statistics are shown in the first band. Useful To: Partners, Coordinators and probably Clients Grouping: Lists are grouped into the following categories: •Placed Candidate(s) •Candidate for Client Interview •Candidates Presented •Candidates for Internal Interviews •Contact Register Sort sequence: By Client, Project and Candidate Last Name Filter Criteria: Research lists are excluded Page Break: Project Instructions: Initiate this report from the right margin printer icon in a list of Projects or a single Project
Report Name: SD02b Contact Register with SCR Notes (old reference # SD4b) Report Type: Detail report initiated from a list of Projects or from a single Project Initiated From: List of Projects or a single Project via right margin orange printer icon Report Purpose: Preview or print for each Project the Contact Register (Long List) Shows Candidate name, current job title, current employer, call status and SCR notes. Pipeline statistics are shown in the first band. Useful To: Project Coordinators and Executive Assistants Grouping: None Sort sequence: By Client, Project and Candidate Last Name Filter Criteria: Only the Contact Register is printed Page Break: Project Instructions: Initiate this report from the right margin printer icon in a list of Projects or a single Project.
Report Name: SC03 Candidate Counts by Project Stage (old reference # SD5c) Report Type: Summary report Initiated From: List of Projects or from a single Project Report Purpose: Preview or print a summary of candidate counts at each of the selected Projects Useful To: Partners and Project Coordinators Grouping: None Sort sequence: By Client and Project Filter Criteria: None Page Break: None
Report Name: SD18 Project Candidates - Highest Stages Reached (old reference # SD16) Report Type: Detail report Initiated From: List of Projects or a single Project via right margin orange printer icon Report Purpose: Preview or print for each Project all the Candidate stage lists starting with the Contact Register and ending with Placed Candidate(s). Each candidate only appears once in the highest stage reached. Pipeline statistics are shown in the first band. Candidate name, current job title, current employer and call status are shown Useful To: Partners, Coordinators and probably Clients Grouping: Lists are grouped into the following categories: •Placed Candidate(s) •Candidate for Client Interview •Candidates Presented •Candidates for Internal Interviews •Contact Register Sort sequence: By Client, Project and Candidate Last Name Filter Criteria: Research lists are excluded Page Break: Project Instructions: Initiate this report from the right margin printer icon in a list of Projects or a single Project |