Customizing Your Reports

Regardless of the type of report you need to run, you'll find a number of tools to customize the information to meet your needs. Once you've clicked to run a report, you'll find a series of customizations including:

  • Date Range
  • Group
  • Columns
  • Aggregate
  • Formula
  • Chart
  • Sort
  • Crosstab
  • Filter
  • Paging

Click on the tools to expand the section and make your customizations. Click again to hide the section. Find descriptions for each customization below.


Date Range

In the top left, click on the calendar and select the date range for report. The criteria you use to select a date range may vary by report. For example, in a given time frame, you may want to see the number of applicants, or maybe you want to check how many employees were marked as hired.



Add or remove additional fields (columns) to the report by checking or unchecking the boxes for each field. Once you have your fields selected, click "OK"



Add a new column to the report using the data in one or more existing columns in the data source. There is a "Formula Help" button to learn more about how to create your formula.

To apply the formula and add the column to your report, click "ADD"



This will organize the data in your report by the cell values of a certain column. You can order the report by any field on the report. To apply select the column you want to order the data by, select a direction and click "ADD".

Example: If you want to sort your results so the most recent applicants are at the top of the report, you would set your Data Column to ‘Date Applied’ and the Order Direction as ‘Descending’.



Filter the data on your report by certain cell values. To apply select the column to filter based on, select your comparison, enter your value and click "ADD".

Example: If you want to limit your data to only people currently in the interviewed status, you would set the Filter Column to ‘Status’, Comparison to ‘=’ and the enter the Value of ‘Interviewed’.



Organize rows of data by grouping and sub-grouping certain columns together. To apply, click "ADD".

Example: If you want to combine the rows of data for each location together, you can add a Grouping Column of ‘Location’.



Calculates totals, averages and such for columns of data. To apply, click "ADD". If you want the total or average by a group of the data, add in your groups first.

Example: If you want to calculate the average Posi-Fit Score, add the Data Column of ‘Posi-Fit’ and the Aggregate Function of ‘Average’.



Add charts and gauges. Click; Select the type of chart or graph you want to add, enter in your data values and click "ADD".



Add a crosstab/pivot table to show summarized information with groupings listed in both rows and columns. To apply, click "ADD"
Example: If you want to see the average Posi-Fit score by position at each location you would select the Header Values Column as ‘Position’, the Label Values Column as ‘Location’, the Aggregate Values Column as ‘Posi-Fit’ and the Aggregate Function as ‘Average’.



Set the number of rows displayed per page or Show all rows of data. To apply, click "OK".

Once you've finished customizing your report(s), save yourself time by saving your report. This allows you to return to this report and run it again in the future without having to reselect your customizations. 

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