Candidate Profile Report Window

The Original is a basic template from which reports can be modified. To modify the original template, select the Original, click the Customize button (which will access InfoMaker), make the desired changes to the report format, and then choose File, Save As in the Design mode of InfoMaker, using the original name with additional text to identify it.

If an option is selected before clicking the Customize button, that selection will be applied to the report.

When the Customize button is clicked, a dialog box will appear that states "CONFIRM OVERWRITE: Are you sure you want to overwrite the report named ????? with the original report?" Click on the OK button and remember to use File | Save As in the Design mode of InfoMaker when saving the modified report. This will ensure that the original report is not being overwritten with the modified version.

This window is used to select criteria to generate Candidate Profile Reports for all or specific candidates. If no additional select criteria are used, Candidate Profile Reports are generated for all candidates.

You can determine the type of information to appear on the report by selecting the desired checkbox in the Optional Report Information group box. Each item has its own nested report. Also, you can select candidates for this report by dragging candidates from the Available Candidates list to the Selected Candidates list, which changes the WHERE clause for the nested reports in the Optional Report Information group box.

 

This report could be used to select for a specified year and term candidates who have an interest in field hockey, candidates who are honors applicants, candidates who are descendants of alumni, etc.

The report can be further refined by using additional select options in the Additional Options panel on the right side of the window. There are two ways to move the selection criteria from the Additional Options panel to the Selected Options panel:

1.         Select the criteria and press Enter.

2.         Use the drag-and-drop feature.  When you use the drag-and-drop feature, be sure to drop the criteria directly on top of the Selected Options heading.

These additional criteria will be used when the report is generated. Click on the + symbol to view a list of options that can be used as additional selection criteria.

The choice to print, preview, or cancel this report is available below the Additional Options panel.

Columns

Report

Subtitle

Optional Report Information

Available Candidates

Selected Candidates

How To

Generate and View Candidate Profile Reports?