Agency - How to Generate Reports

Modified on Thu, 21 Aug at 6:15 PM

To generate a report, please follow the steps below:

Log into your Talentpay account and click the 'Reports' icon on the dashboard.
Click on the report type, you would like to generate. There are three options:

Expiry: Use this report to monitor job rollover dates.

Jobs: This report gives you a comprehensive view of all your job records.

Metadata: This report highlights any custom fields configured for your account

Each report screen is designed to allow for easy customisation of both layout and data. You can:

Add or remove fields

Reorder field layouts

Filter data by multiple fields

Export reports in CSV or Excel formats

Use the section below to select additional fields you want to include in the report.

The ‘Action Buttons’, in the ‘Actions’ column, allows you to apply filters on the fields, change the position of fields and remove fields from the report.

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To refine your search, apply the filters to display only the relevant data. Filters are designed to match the field's data type. Once a selection is made click the icon to lock it in.

If the field is a dropdown, the filter will also be a dropdown.

If the field is a date, a calendar picker will be provided for easy selection.

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3. Once you've set all your filters and customised the layout, click 'Select' to generate the report on-screen.

4. After the report has been generated, you can export it as either a CSV or Excel file.

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