Applicant Notes Report in PICSWeb

Owned by Joe Robson (Unlicensed)
May 31, 2022
4 min read

The Applicant Notes Report produces a list of Notes attached to Applicant Records that meet the specified criteria.

Report Options

The following customisation options are available:

  • Note Report Type – Here you can choose which date is used in the note to determine whether it is included in the report or not. Choosing Created between dates will use the date that the note was created in PICSWeb. Choosing Modified between dates will use the date that the note was last edited. Choosing All will include all notes that are attached to included applicants.

  • Notes From and To – Here you can specify the date range that will determine which notes 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.

  • Report Type – This controls which date is used in the applicant record to determine whether notes 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 notes 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 – 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 a specific Risk Band.

  • Employer – Here you can restrict the report to applicants linked to a specific employer. Selecting this field will open a drop-down menu of Organisation Records to choose from.

  • 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.

  • 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.

  • Qualification Plan – Here you can restrict the report to applicants linked to a specific Qualification Plan.

  • Main Adviser – Here you can restrict the report to applicants linked to a specific Officer as their Main Adviser.

  • Mentor – Here you can restrict the report to applicants linked to a specific Officer as their Mentor.

  • Recruited By – Here you can restrict the report to applicants linked to a specific Officer as their Recruited By officer.

  • Recruitment Agency – Here you can restrict the report to applicants linked to a specific Organisation as their Recruitment Agency.

Report Output

The applicant notes report consists of a single sheet listing all matching note records. Along with the note text and relevant applicant details, any Optional Fields chosen when building the report will be included as additional columns.

Â