CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Round 1 on Reporting for the Beginner User Raul and Chelsey.

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Presentation transcript:

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Round 1 on Reporting for the Beginner User Raul and Chelsey

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Session starters Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question PowerPoints and handouts are available at Sit back, relax and let’s have some fun!

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. What we’re covering: Reporting Basics People Reports Record Reports Activity Reports Reports from Search screens

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Basics How to get there:

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Basics Selecting report type:

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Basics Field selection:

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Basics Criteria Selection:

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Basics Generating/Saving Reports:

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. People Reports Student, Employer, Employer Contacts, Faculty, Mentors, Administrators EXAMPLE: Employer Contacts whose industry is Education related with an Inactive status

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Record Reports Jobs, Schedules, Career Events EXAMPLE: Jobs with post date from 8/1/2013 to 5/1/2014

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Activity Record Reports Observation, Referral, Placement, Appointment, Student-Mentor, Student- Document EXAMPLE: Appointments for school year, listed by Admin

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reports from Search Screens DEMO

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Q&A

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Thank you for attending! If you have any additional questions, please contact the Support Team or your CRM. What’s next? Join us for a complimentary lunch downstairs from 12:00pm – 1:30pm 12:30 pm – 1:00 pm | CareerSpots presentation 1:00 pm – 1:30 pm | CPP presentation If you’re planning on attending one of the partner sessions during lunch, feel free to grab a plate and bring it with you to the session room!