Applicant Communications Report in PICSWeb

Owned by Joe Robson (Unlicensed)
Nov 23, 2022
4 min read

The Applicant Communications Report produces a list of calls, emails and SMS messages linked to Applicant Records that meet the specified criteria.

Report Options

The following customisation options are available:

  • Report Type – This controls which date is used in the communication record to determine whether the communication is included in the report or not.

    • Choosing Communications between dates will use the communication date.

    • Choosing All will include communications for all applicants in the report.

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

  • Communication Type – Here you can restrict the report to emails, calls or SMS messages. You can add multiple types to the field and remove any added ones by selecting the X icon.

  • Communication Direction – Here you can restrict the report to either Incoming or Outgoing communications

  • Communication Tags – Here you can restrict the report to communications 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 communications that have at least one of the specified tags.

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

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

  • Applicant Tags – Here you can restrict the report to communications for 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.

  • Applicant Report Type – This controls which date is used in the applicant record to determine whether the applicant is 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.

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

  • Applicant 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.

  • Risk – Here you can restrict the report to applicants with a specific Risk Band.

  • 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.

Report Output

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

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