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.
Email SearchesScenario: A candidate, George Harrison, tells you that he had been in contact with a recruiter at your company about a particular position in the past. However, he cannot remember which recruiter or position. You will:
- Search for all emails sent to George Harrison this month.
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 Email from the list.
- Use the Add Filter button to add Name. The selection is Filters > Contact Notes > To > Contact Tab > Full Name: First Last. Enter the desired contact name in the Full Name: First Last field.
- Use the Add Filter button to add Created Date. The selection is Filters > Dates > Created Date. Select This Month from the dropdown.