{"id":6399,"date":"2016-09-06T19:17:21","date_gmt":"2016-09-06T19:17:21","guid":{"rendered":"http:\/\/learning2.pcrecruiter.net\/?p=6399"},"modified":"2026-03-12T19:34:45","modified_gmt":"2026-03-12T19:34:45","password":"","slug":"accessing-reports","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/reports\/accessing-reports\/","title":{"rendered":"Report Types and Export Formats"},"content":{"rendered":"\n<p>Reports can be accessed from the Reports icon on the main toolbar. These reports are grouped based on their types.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Report Types<\/h2>\n\n\n\n<p><span style=\"\">Below is a general description of each group. Once you enter that area, you will find specific report names. <\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><span style=\"\"><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/reporting\/company-reports\/\" data-type=\"docs\" data-id=\"9786\" target=\"_blank\">Company Reports<\/a> \u2013 Access reports that pull information stored in the Company record.<\/span><\/li><li><span style=\"\"><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/reporting\/name-reports\/\" data-type=\"docs\" data-id=\"9790\" target=\"_blank\">Name Reports<\/a>: Access reports that pull information stored in a Name record.<\/span><\/li><li><span style=\"\"><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/reporting\/position-reports\/\" data-type=\"docs\" data-id=\"9794\" target=\"_blank\">Position Reports<\/a>: Access reports that pull information stored in a Position record.<\/span><\/li><li><span style=\"\"><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/reporting\/pipeline-reports\/\" data-type=\"docs\" data-id=\"9804\" target=\"_blank\">Pipeline Reports<\/a>: Access reports that are based on steps in the pipeline for a position.<\/span><\/li><li><span style=\"\"><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/reporting\/placement-reports\/\" data-type=\"docs\" data-id=\"9809\" target=\"_blank\">Placement Reports<\/a>: Access reports that pull information from a permanent placement record.<\/span><\/li><li><span style=\"\"><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/reporting\/auditing-reports\/\" data-type=\"docs\" data-id=\"9814\" target=\"_blank\">Auditing Reports<\/a>: Access reports that pull information related to transactions, user activity, duplicate records,<\/span> generated report tracking.<\/li><li><span style=\"\"><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/reporting\/eeo-reports\/\" data-type=\"docs\" data-id=\"9826\" target=\"_blank\">EEO Reports<\/a>: Access reports related to EEO and OFCCP compliance.<\/span><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/reporting\/contract-temp-reports\/\" data-type=\"docs\" data-id=\"9828\" target=\"_blank\">Contract\/Temp Reports<\/a>: Access reports based on contract\/temp placements and timesheets.<\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/reporting\/user-reports\/\" data-type=\"docs\" data-id=\"9836\" target=\"_blank\">User Reports<\/a>: Access reports based on user securities.<\/li><li><span style=\"\">Custom SQL Reports or Custom Report Engine: Access uncategorized reports developed per special request from the Main Sequence development group.<\/span><\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Customized Report Settings<\/h2>\n\n\n\n<p>PCRecruiter Reports offer a range of customizable settings to enhance your reporting experience, allowing you to personalize your reports, including adding your company logo. To access and modify these settings, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Select <strong>Reports<\/strong> from the main toolbar.<\/li><li>Choose <strong>Report Options<\/strong> from the action menu.<ul><li><strong>Print Mode<\/strong>: You can specify whether you want reports to display in Portrait or Landscape mode when using the PDF View Mode. Landscape mode is useful for showing more columns.<\/li><li><strong>Hide empty columns on PDF Reports<\/strong>: By checking this box, you can hide empty columns in the print view. This option helps conserve paper and ensures your reports are more concise and readable.<\/li><li><strong>Report Logo<\/strong>: Upload an image here that will be displayed on all your reports, replacing the PCRecruiter logo.<\/li><li><strong>Report Powered By Image<\/strong>: Upload an image that will be displayed on all reports, replacing the &#8220;Powered By PCRecruiter&#8221; image in the top right corner. Please note that the maximum image size is 30\u00d7200 Pixels<\/li><\/ul><\/li><\/ol>\n\n\n\n<p>Remember to save your settings when you are finished. You can modify these settings at any time to tailor your reports to your specific needs and preferences..<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"753\" height=\"499\" src=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/6\/2023\/11\/Report-Options.jpg\" alt=\"\" class=\"wp-image-11447\" srcset=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/6\/2023\/11\/Report-Options.jpg 753w, https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/6\/2023\/11\/Report-Options-300x199.jpg 300w, https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/6\/2023\/11\/Report-Options-360x239.jpg 360w\" sizes=\"auto, (max-width: 753px) 100vw, 753px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Report Export Options<\/h2>\n\n\n\n<p>There are five options available for viewing your reports. Once you have selected a report to run and enter your report criteria, click the Action Menu to select from the following options:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>PDF View Mode: View the report in PDF format<\/li><li>Export to Excel: Export the report data to an Excel file.<\/li><li>Export to Office 365: Export the report data to your Office 365 applications.<\/li><li>Export to Google Sheets: Export the report data to your Google Sheets account.<\/li><li>Share: Opens a Compose Email to with the report automatically included as an attachment.<\/li><li>Export to CSV (Comma-Separated Values): Available for some reports. Export data in a universally compatible format, making it easy to share, open, and edit. Ideal for data exchange and analysis.<\/li><\/ul>\n\n\n\n<p>All Export\/Share Formats are available to System Administrators. Non-System Administrators require Export Reports security set to Full Permission for more than PDF View Mode or Print.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Reports can be accessed from the Reports icon on the main toolbar. These reports are grouped based on their types. Report Types Below is a general description of each group. Once you enter that area, you will find specific report names. Company Reports \u2013 Access reports that pull information stored in the Company record. Name&hellip; <a class=\"more-link\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/reports\/accessing-reports\/\">Continue reading <span class=\"screen-reader-text\">Report Types and Export Formats<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pcr-menu-id":["9000"],"footnotes":""},"doc_category":[84],"doc_tag":[],"knowledge_base":[25],"class_list":["post-6399","docs","type-docs","status-publish","hentry","doc_category-reports","knowledge_base-nine","entry"],"year_month":"2026-04","word_count":511,"total_views":"1259","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Standard Reports","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/reports\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRecruiter 9","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/","term_slug":"nine"}],"knowledge_base_slug":["nine"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/6399","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=6399"}],"version-history":[{"count":7,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/6399\/revisions"}],"predecessor-version":[{"id":11483,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/6399\/revisions\/11483"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=6399"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=6399"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=6399"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=6399"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}