OverviewThe searches and reports identified in the Common Searches & Reports article are the most commonly requested, and include the following report. To learn how to run searches and reports in the iCIMS Talent Platform, refer to the Creating a Job Search article as an example. To learn how to save a report for future use, refer to the Saving Search & Output Templates article.
Contact Note SearchesScenario: Your company performs quarterly productivity reviews, and you want to know how many candidates Corinne Townsend, a recruiter at your company, has reviewed via the iCIMS Talent Platform. You will:
- Search for all candidates who have workflow notes in their profiles created this quarter from Corinne Townsend.
Actions:Menu Path: Go to: Search > Contact Notes. (Note: Contact Notes may be found under the More... dropdown list within the Search dropdown list.)
- Use the Add Filter button to add Type. The selection is Filters > Contact Type > Type. Select the Workflow Note filter option from the dropdown list.
- Use the Add Filter button to add Created Date. The selection is Filters > Dates > Created Date. Select the This Quarter filters from the dropdown list.
- Use the Add Filter button to add From: Full Name: First Last. The selection is Filters > Contact Notes > From > Contact Tab > Full Name: First Last. Enter the desired name in the filters field.