Applicant Status History Report in PICSWeb

The Applicant Status History Report produces a list of applicant status histories that meet the specified criteria.

Applicant statuses are set up by your database administrators in Applicant Status Configuration.

 

Report Options

The following customisation options are available:

  • Report Type – This controls which date is used in the applicant record to determine whether statuses for the applicant are included in the report or not. Choosing Entered between dates will use the date that the applicant record was created in PICSWeb. Choosing Can start between dates will use the Available to Start date as found in the Applicant's Programme tab. Choosing Latest status change made between dates will use the date of the most recent change of status. Choosing All will include status changes for all applicants in the report.

  • From and To – Here you can specify the date range that will determine which applicants have their statuses included in the report. You can either choose a Fixed Date and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month or others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset value will run the report from the end of the next week.

  • Status History Report Type – This controls how statuses are judged to be included or not in the report. Choosing Status Changes between dates will only include statuses that were changed during the date range specified below. Choosing Status effective between dates will include any statuses that were active at any point during the date range specified below. Choosing All will include the entire status history for all included applicants.

  • Status Histories From and To – Here you can specify the date range that will determine which statuses are included in the report. You can either choose a Fixed Date and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month or others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset value will run the report from the end of the next week.

  • Current Applicant Status – Here you can restrict the report to applicants with a specific status.

  • Statuses – Here you can restrict the report to applicants with specific statuses. Choosing a status from the drop-down menu will add it to the field. You can add multiple statuses to the field and remove any added ones by selecting the X icon.

  • Tags – Here you can restrict the report to applicants with specific Tags. Choosing a tag from the drop-down menu will add it to the field. You can add multiple tags to the field and remove any added ones by selecting the X icon. The following tag options are available:

    • Any – This will restrict the report to applicants that have at least one of the specified tags.

    • All – This will restrict the report to applicants that have every specified tag.

    • None – This will restrict the report to applicants that do not have any of the specified tags.

  • Risk – Here you can restrict the report to applicants with specific Risk Bands. You can add multiple risk bands to the field and remove any added ones by selecting the X icon.

  • Officer – Here you can restrict the report to applicants linked to a specific officer. Different officer Roles are available to choose from. Once you have chosen, search the drop-down menu for an Officer Record to specify.

  • Organisation – Here you can restrict the report to applicants linked to a specific organisation. Different organisation Roles are available to choose from. Once you have chosen, search the drop-down menu for an Organisation Record to specify.

  • Sites – Here you can restrict the report to applicants linked to specific Sites. You can add multiple sites to the field and remove any added ones by selecting the X icon.

Report Output

The applicant status history report consists of a single sheet listing all matching applicant status records. Along with the applicant's Ident Code, First Name, and Surname and status history details, any Optional Fields chosen when building the report will be included as additional columns.