Custom Reports
Simple, and user friendly, the CDLSuite Custom Reports Interface allows you to easily run historical reports on Leads, Hires, Applicants, and QuickSend. Custom Reports gives you the ability to create and save an unlimited number of reports that display the data that you specifically select, with Tabular, Summary, and Matrix layouts. You also have access to a growing list of Public Reports which can be used “as-is,” or copied and modified to better suit your specific needs. You can access Custom Reports directly from your Home page once logged in.
A subscription plan of "Enterprise" or higher is required for the use of the Custom Reports Interface. Restrictions on access to reports and data can be managed from within the Users/Permissions module.
If you require any assistance in creating great reports, please feel free to contact Customer Service at 888-209-7427. There is no additional cost for our assistance and we truly look forward to hearing from you.