Applicant Files Report in PICSWeb
The Applicant Files Report produces a list of Files attached to Applicant Records that meet the specified criteria.
Report Options
The following customisation options are available:
File Report Type – This controls which date is used in the file record to determine whether the file is included in the report or not.
Choosing Created between dates will use the date that the file was uploaded to PICSWeb.
Choosing Expires between dates will use the Expiry date recorded against the file.
Choosing All will include all files in the report.
Files From and To – Here you can specify the date range that will determine which files 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.
File Type – Here you can restrict the report to files of certain Types. You can add multiple files to the field and remove any added ones by selecting the X icon.
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 all applicants in the report.
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.
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 Plans – Here you can restrict the report to applicants linked to specific Qualification Plans.
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 applicants report consists of a single sheet listing all matching files. 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.