Overview

The Common Reports article identifies the most commonly requested searches and include this report type. To learn how to run searches and reports in the iCIMS Applicant Tracking (ATS), see Creating a Recruiting Workflow Search. To learn how to save a report for future use, see Saving Search & Output Templates. 

iForm Completion Status

Helpful Hint: When creating a search, it is helpful to first come up with a clear idea for your report. Think about which candidates you want to report on (the "Who"), what details you want to know about them (the "What"), and how you want to organize the information (the "How") - and be as specific as possible. The more specific you are with your idea, the easier it will be to break it down into these three sections, which will help you choose the right Keywords and Filters (for "Who"), Columns (for "What"), and/or Group-Bys and Sort-Bys (for "How") for your report. This three-section concept is used below to create an iForm Completion Status Search.

Scenario: You would like to find out how many candidates have fully completed employment applications. You will search for candidates who have completed the Standard Employment Application form this month.

1. Break your report idea down into the three sections to help determine the best way to create your search:

1. Who are you reporting about? Using filters, you can narrow down your results to candidates who have completed their application during the current month. 
2. What do you want to know about them? Using columns, you can view a preview of the candidates' resumes, employment applications, and any jobs they have applied to. 
3. How would you like this information organized? For this report, no specific group-bys or sort-bys are required for a successful search.

2. To create your search, from the top menu bar, select Search > Person > Candidate. The "Who," "What," and "How" directly correlate with the three sections (A, B, and C, respectively) outlined in the below image.
 
A. Keywords and Filters: Who are you reporting about?

To search for candidates who completed the Standard Employment Application iForm within the month, add a filter for AT: Standard Employment Application: Form Completed Date.

• Keywords: N/A
• Filters:
  1. Select Add Filter and add AT: Standard Employment Application: Form Completed Date. The selection path is Person iForms > AT: Standard Employment Application > Form > Form Completed Date.
  2. Select This Month from the dropdown list to the right of the added filter.
     • Tip: Each iForm in your system will have a corresponding Form Completed Date filter. If you notice an iForm you wish to report on is missing from your filter options, submit a case to iCIMS Technical Support for assistance. 

B. Columns: What do you want to know about these candidates?

To view the completed application iForm, add the Person iForms Icon. To view a candidate's resume directly from your search results, add the Candidate Resume column. To view any job applications the candidate has submitted, add a column for the Associated Jobs icon.

• Columns:
  1. Select Add Column and add Associated Jobs Icon and Candidate Resume. The selection paths are Candidate Icons > Associated Jobs Icon and Candidate Icons > Candidate Resume. 
     • Tip: You can add more than one column at a time by selecting multiple options from the column picker popup and clicking Add Selected. Columns will be added to your output in the order they were selected on the popup. 
  2. Select Add Column and add Person iForms Icon. The selection path is Person Icons > Person iForms Icon. 

C. Group Results By and Sort Results By: How would you like this information organized?

No specific group-bys or sort-bys are required for a successful search. Add any group-bys or sort-bys as needed for your report.