Reports:
To run Reports, on the Tools
menu, select Reports or click on Reports
button on Tool Bar. cBizOne offers 6 categories of reports
based on entity in the Reports menu.
- Companies
- Contacts
- Requirements
- Consultants
- Calendar
- General
Companies: On a company
level you can run the report of all the contacts belonging
to the company and see all the Activities pending, History,
Sent Mails and Resume Submittals.
Contacts: You can run the
report of all the contacts or group of Contacts or a single
Contact and see all the Activities pending, History, Sent
Mails, Resume Submittals, Interviews, Placements and address
labels.
Requirements: You can run
the report of all the Requirements or group of Requirements
or a single Requirement and see all the Activities pending,
History, Resume Submittals, Interviews, Placements.
Consultants: You can run
the report of all the consultants or group of consultants
or a single consultants and see all the Activities pending,
History, Sent Mails, Resume Submittals, Interviews, Placements
and address labels.
Calendar: You run the report
of all the activities or appointments of the logged in
user.
General: You can run the
detailed report of all the Users or a selected user, this
report shows any new records created, appointments generated,
resume submittals, emails sent by each user.
Generating a Report
- To generate a report select the Report Category
and select the desired Report.
- Click on Preview tab to see the
result of the report, to print it click on Print
Button.
- To print the report in a PDF or a HTML
format, click on the respective button.
- To further customize the report, click on the Options
button.
- Select the Filter you want to change
the values, click on Modify Filter
or Double click on the selected filter.
- For Selected
Values you can Check All or selected only.
- For Multiple
Values you enter the vaules by comma separated
full words or partial words.
- For Date
Range Values you can choose All or Selected, with
in Selected you can choose Range(by
checking dropdown box) or Between(by
choosing the dates from the calendar).
- Select the Sort criteria to be
sorted based on Ascending or Descending or None.
- Check Show Notes If you
want to have the Notes displayed in the report.
- Check Show Sub-totals If
you want to have the sub-totals displayed in the report.
- Check Print these Options
If you want to have the options you selected to be
printed at the bottom of the report.
- Click on Save Settings button if
you want to save the settings to run the same report
again and then click OK.