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Article

Introduction to Searching & Reporting: Filters & Subgroups

Release: 16.4

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Overview

When you run job searches and reports, the filters you set retrieve data from associated information fields within Job Profiles.

Helpful Hint: How Search Filters Are Organized

Knowing where a field is located on a profile is helpful when adding a filter to your search. For example, the Job Folder field can be found on the Detail Tab of a Job Profile (and also in the Profile Card, highlighted in gray).
 
An image that illustrates where the Job Folder field may be found on a Job Profile.
 
Because you know that the Job Folder field is located on the Detail Tab, you can add the Job Folder filter by expanding the Detail Tab header in the Filters popup and locating Job Folder. Alternatively, if you did not know where the field is located or simply wanted to save time, you could search in the Filters popup for job folder.
 
An image that displays the Job Folder field and associated path within a Search Form.
 
Additionally, iCIMS has identified a variety of information that can be helpful in building a search that is not captured on profile tabs. This information includes, but is not limited to:
  • General
    • Provides access to information like profile Created Date and Updated Date.
  • Icons
    • Allows the user to add useful icons to the search results. For additional information on search icons, refer to the Introduction to Common Icons article.
  • Reporting & Advanced Options
    • Each search type provides access to relevant Reporting & Advanced Options for filters and/or columns. The exact options available will vary based on search type and user permissions.
An image that displays additional search filters.

Advanced Fields and Filters

Dynamic Filters

User admins have the ability to create Dynamic Filters. This allows them to create filters that utilize a dynamic value that is relative to the logged in user. (For those familiar with system searching, this is similar to the @userid functionality, but much more powerful.)
 
For example, a user admin can create a search template with a dynamic filter such as Job: Department = My Department.

An image that displays the dynamic filter for Department is My Department within a Search Form.
 

Once this search is saved as a template and shared with others, each logged-in user who accesses the search will have their results filtered by their own department. This dynamic filtering happens automatically, without each recruiter having to modify the search to reflect their own department.

Relational Fields

A relational field is a more advanced feature within the searching and reporting tool. Relational fields may be brought into search results from a profile in the system that is NOT the kind of profile expected based on the search type. For example, if a user ran a job search that included the name of each job’s hiring manager, the hiring manager’s name would be considered a relational field because it is actually being pulled from the hiring manager’s Person Profile, not the Job Profile.

When you have selected a filter that is a relational field, a small icon will display beside the field name, as shown below.
 
An image that highlights the relational field icon appearance within a search form.
Tips:
  • To remove a filter, click the red Delete button to the right of the column name.
  • To move a column up or down in the sequence, click the Grip icon to the left of the column name, then drag the column to the desired place in the sequence.

Adding Subgroups

Use subgroups when your filters use AND/OR logic. To do this easily, think of your filters as groups. For example, let’s say you are searching for jobs that are either in the “approved” folder status OR were created this year AND have a hire type of “new.”
 
Group 1 Group 2 (subgroup)
Folder Status: ApprovedORCreated: This Year
AND
Hire Type: New

As indicated above, you would end up with two groups. Notice that all groups after the first one are considered subgroups.

When entered in the Job Search: Filters fields, it would look like this:

An image that displays the search form criteria to produce the sample search.

Using Any/All Logic with Groups and Subgroups

Notice that the any/all drop-down lists determine AND/OR logic. For example, let’s assume you wanted to change the search to searching for jobs that are in the "approved" folder status AND were created this year OR have a hire type of "new."

Group 1 Group 2 (subgroup)
Folder Status: ApprovedANDCreated: This Year
OR
Hire Type: New


When entered in the Job Search: Filters fields, it would look like this:

An image that highlights how the AND and OR operators work within the Search Form.

 

Searching & Reporting Introductory Curriculum

The iCIMS introductory curriculum for searching and reporting includes the following articles and videos. The following icons denote each type of resource:
  • User-added image: Article
  • User-added image: Learning Clip
  • User-added image: Chaptered Video
  • User-added image: Training Webinar
These resources provide the information needed to begin building reports within the system.