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Offer- Reports

Pankaj Patil
Updated

TABLE OF CONTENTS

★ Accessibility

The report displays everything related to offer letters generated and sent from Sense TRM. 

Accessibility: The report is accessible to the user who has generated it. In the case of scheduled reports, the users added to the list will get the same via email.

★ How to find the report

Navigate to Reports & Analytics > Reports > Offer. 

★ Tabs and Functionality

Interview reports have two tabs, namely: Generated and Scheduled. mceclip0.png

  • The ‘Generated’ tab displays all the reports that have been generated. 

  • The ‘Schedule Email’ tab displays all the reports that have been scheduled and generated. You can also schedule and send reports from here.

★ Generate a new report

To generate a new report, follow the below steps:

  1. Click on Generate now button provided on the right-hand side of the screen.

mceclip2.png

  1. From the following pop-up, click on Generate to fetch a report with all the jobs you have been part of. 
    If you are part of the global group, you will have access to all the jobs. mceclip1.png

➥ Generate reports with filters:

  1. To apply filters, click on Jobs. Select the jobs from the following pop-up for which the system should fetch data. mceclip3.png

  2. Go to the Job Status tab, and select if you want to filter out based on the job status. It is a multi-select option. If no status is chosen, the report will have jobs in all the statuses within the system. mceclip4.png

  3. Go to Team Members, and you can filter out by a combination of users and roles. Click on Add to apply the filter. Screenshot_2022-12-08_at_1.24.21_PM.png

How does it work: Suppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.

Note: You can select as many users and roles as required.
  1. Go to Office & Department, and you can filter out by users and roles. Click on Add to apply the filter. mceclip5.png

How does it work: Suppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.

Note: You can select as many office locations and departments as required.
  1. Go to theCreated Between tab and filter out interviews based on their start date. You can choose a range of up to 720 days from here. mceclip6.png

  2. Upon selecting all the required filters, click on Apply Filter to save.

  3. You can also select a range of dates to filter out based on when the offer letter was generated. mceclip7.png

  4. Click on Generate Now, and the report will be generated.

  5. It will then be listed in Generated tab.

★ Schedule report

You can schedule reports and even share them with other organization users. Follow the below steps to schedule a report:

  1. Navigate to the Schedule Email tab.
  2. Click on Schedule Now.Screenshot_2022-12-08_at_1.27.25_PM.png

  3. The next step allows you to filter out the report. You can filter out the report based on the job, hiring team, role, office location, and department. mceclip8.png

    • You can select as many jobs as required, and the report will be generated for the selected jobs.
    • You can also select job status, which will be applied along with the selected jobs.
    • Select a range of dates based on the job creation date if you want to filter out.
    • Select a user name (or more) and role. The jobs will be filtered based on the combination specified here.
    • You can select an office location (or more) and department. The jobs will be filtered based on the combination specified here.

  1. Upon adding all the required filters, ensure that you click on Add.

  2. Click on Move to schedule to start scheduling the report.Screenshot_2022-12-08_at_1.29.27_PM.png

    • Select Frequency for generating these reports. You can select from Days, Weeks, Months, and Quarterly.
    • Select a time you would like to generate these reports and send them to other stakeholders. You can choose a specific time or now and click on OK to save.
    • You can select users you would like to send these reports to if you want.
    • Further, you can enter a Subject and Email body and click on Schedule to complete the process.
  1. Upon generating reports- they will be listed in the Scheduled tab. You can click on the more options (three dots) to: mceclip9.png
    • View the sent report and Download a copy to your system.
    • Pause generating reports. You can resume it anytime.
    • Edit filters and schedule details for the report.

You can learn more about reports and analytics here.

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