How to Generate a Report Using Search
Ace Lee
12 steps
30 seconds
1
Click **"Search"** within the top Navigation Bar.
2
Using keyword search ie. First Name, Last Name, Title, Email, find the candidate you wish to generate a report for and click their name.
3
Click **"Generate Report"**.
Prevue Tip! If you candidate has been linked to a Position, you can also click on the Suitability Score % or the Report Icon to automatically generate the corresponding report.
4
Select a Report Type within 'What's the goal?'
5
Then choose the type of report you'd like to generate.
Prevue Tip! Not seeing a report you need? Make sure the candidate has completed all necessary sections for the report to be generated or check to see if the report is listed under a different Report Type.
6
If choosing a comparison report like Job-Fit, select the Position to be used as the benchmark.
Prevue Tip! Missing a Position? Ensure that the there has been a Study linked to the Position but accessing Positions → ( Position Name ) → Benchmark Studies → Link Study.
7
Click **"Next"**.
8
To remove certain Areas Covered from being included in the report, deselect them here. Then, click **"Next"**.
9
To change the format of the report, removing certain sections that are not needed, click **"Format"**.
10
To change the language of the report, click **"Language"**.
Prevue Tip! Currently, not all reports have multiple language options - If so, the option will be English.
11
Click **"Generate"**.
12
How to Generate a Report Using Search
Ace Lee
12 steps
30 seconds
1
Click **"Search"** within the top Navigation Bar.
2
Using keyword search ie. First Name, Last Name, Title, Email, find the candidate you wish to generate a report for and click their name.
3
Click **"Generate Report"**.
Prevue Tip! If you candidate has been linked to a Position, you can also click on the Suitability Score % or the Report Icon to automatically generate the corresponding report.
4
Select a Report Type within 'What's the goal?'
5
Then choose the type of report you'd like to generate.
Prevue Tip! Not seeing a report you need? Make sure the candidate has completed all necessary sections for the report to be generated or check to see if the report is listed under a different Report Type.
6
If choosing a comparison report like Job-Fit, select the Position to be used as the benchmark.
Prevue Tip! Missing a Position? Ensure that the there has been a Study linked to the Position but accessing Positions → ( Position Name ) → Benchmark Studies → Link Study.
7
Click **"Next"**.
8
To remove certain Areas Covered from being included in the report, deselect them here. Then, click **"Next"**.
9
To change the format of the report, removing certain sections that are not needed, click **"Format"**.
10
To change the language of the report, click **"Language"**.
Prevue Tip! Currently, not all reports have multiple language options - If so, the option will be English.
11
Click **"Generate"**.
12
