How to Use the Custom Report Builder

The CDLSuite Custom Report Builder allows you to generate historical reports for Leads, Hires, Applicants, and QuickSend using three report layouts: Tabular, Summary, and Matrix.

Getting Started

1. From the Home Page, select Custom Reports to open the Custom Report Builder.

2. Select the Create Report button in the upper right.

3. Choose your preferred report layout: Tabular, Summary, or Matrix.

Step 2: Choose the Type of report you want to run, from Leads, Applicants, Hires and Quick Send. Next, choose the columns you want to include in your report.

Step 3: Set your search criteria using any number of combinations to make your search as broad or as narrow as you wish. Simply choose your parameters from the dropdown buttons.