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Report on staff requests

Is it possible to report on staff requests in Insight.

Debs avatar
Written by Debs
Updated over a month ago

The staff request functionality enables managers and recruitment administrators to apply for additional staff. If you need to produce a report on staff requests and their status, please follow the steps outlined below.

  1. From the dashboard menu, in the search bar, enter and select Insight.

  2. From the Actions dropdown, select Create Report.

  3. Enter a report name, then click OK.

  4. Click Add, then select Column.

  5. In Filter Columns by View, enter and select Staff Requests (Recruitment).

  6. Search for relevant data items from the list on the left.

    • Request No.

    • Job Title.

    • Request Status.

    • Any other fields that add helpful detail.

  7. Click on each data item in turn to add them to the report.

  8. Once all required data items have been selected, click OK.

  9. If you need to restrict or limit the data returned, select Filter from the menu on the left.

  10. Click Add, configure filter as required, then click OK.

  11. Once configuration has been completed, click Refresh Data to generate the report.

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