Create and View Reports

Create a New Report

The first step to creating a report is to understand the business need and identify the question you need answered. Second, identify the best report type (list, crosstab, chart, etc.) and the specific fields that you want to report on. It may be helpful to outline what you want your report to look like on paper. Finally, once you have identified the report and fields to include, determine which package contains that data. Bullhorn360 is designed to provide all the data related to a specific object from within a single package.

To create a new report

1. On the Desktop menu, select Reporting.

2. Click the Biz Author button.

3. Select the reporting package based on the information you want to retrieve.

4. From the menu on the left (shaded in blue) click Insert Data.

5. Click Expand to view the specific reporting data for each data source.

6. Double-click the data you want to see or drag and drop it to the report viewer section.

7. Repeat step 8 to add all data you want to appear.

8. Edit the information as necessary.

9. Click Save.

10. Close out of the report by clicking in the upper-right corner.

11. In the text field, enter the name of the report.

12. Click OK.

Edit an Existing Report

To edit an existing report

1. On the Desktop menu, select Reporting.

2. Select the All Reports, Recent Reports, or the My 360 Reports tab.

3. Click the pencil to the left of the report to modify.

4. Edit the information as necessary.

Run a Saved Report

To run a saved report

1. On the Desktop menu, select Reporting.

2. Select the All Reports, Recent Reports, or the My 360 Reports tab.

3. Click Run to the left of the report to run.

View a Report in Another Format

HTML is the default format for all 360 reports. You cannot view charts or crosstab reports in XML or CSV format.

To view a report in another format

1. On the Desktop menu, select Reporting.

2. Select the All Reports, Recent Reports, or the My 360 Reports tab.

3. Click the pencil to the left of the report to modify.

4. Click the Run Report menu.

5. Select a format from those listed.

Print a Report

To print a report

1. On the Desktop menu, select Reporting.

2. Select the All Reports, Recent Reports, or the My 360 Reports tab.

3. Click Run to the left of the report to run.

4. Click the Bullhorn Print button.