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Application, Data Capture & Candidate Custom Fields

Learn how to utilise date from Application and Data Capture answers as well as Candidates Custom Fields

Written by Adam Kavanagh
Updated yesterday

With Reporting+, you can build your own reports based on Question Bank and Candidate Custom fields.

Setting up Application, Data Capture & Candidate Custom Fields

Using the Question Bank, you decide which questions are reportable. Once set up and synced, every response becomes a data point you can filter, group, and visualise giving you a complete picture of the information you collect. This model can report on vacancy or application information

This model reports on the following:

  • Question Bank: Application Form Answers

  • Question Bank: Data Capture Form Answers

  • New Application Screen: Candidate Custom Fields

For Question Bank Questions, you need to have the Question name, Report Label and the “Show in Reports” option ticked and the question must be assigned to at least one form to be able to report on it. Please see our guide here on setting up Question Bank Questions.

Application, Data Capture & Candidate Custom Fields it will not be visible straight away within the Reporting Suite. You’ll need to access the new Reporting Settings page to sync your data sets to Reporting:

Note: to access Reporting Settings, you need to have the System Configuration permission enabled on your user role.

Once your data sets have been synced, this will create your forms reporting model, any question bank questions or candidate custom fields you have set up that matches the above criteria will appear as a selectable column in the Reporting Suite.

Once you have synced, columns will appear instantly in the model but data will not show for new questions added until the following day.

Note:

If you update a question name or add new questions that you want as reportable fields you will need to Sync the forms model again.

If you remove a question as reportable that was previously and that question is used in saved reports or dashboards you will not be able to sync until you have removed that question form the reports or dashboards.

Question bank and custom fields data is refreshed once a day.

Within the Reporting Suite, switch over to the new Application Forms, Data Capture Forms and Candidate Custom Date by clicking on the Data Source selector:

Your Question Bank Questions and Custom Candidate Fields will now be available to add to your reports:

Reporting with Tali

Application, Data Capture & Candidate Custom Fields models are reportable with Tali, however please select the model before asking your question, as the data is specific to you.

Tali might not recognise this model using Auto mode. You might ask questions like "How many candidates answered Yes to the driving licence question?" or show me the candidates that said ‘Yes to being comfortable to work evenings in the Front of House roles” as an example.

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