AppWT CRM

Topic: Staffing

Staffing reports

Read your staffing numbers, filter them, download any report, and save the filters you use.

Video, 1 minute 2 seconds · 5 steps

This lesson uses Projects. If Projects is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

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Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • What the numbers at the top count
  • How to filter the reports
  • How to download a report
  • How to save your filters

Step by step

  1. Step 1: The numbers

    Open Staffing reports from the menu. The boxes at the top count your talent, vetting, documents, availability, and projects.

    The top of the Staffing reports page with number boxes for the talent pool, recruiting and vetting.
    Step 1 screen, from the demo account.

  2. Step 2: Filters

    Pick a date range, a project, a recruiter, or a specialty. Then click Show report.

    The report filters for dates, project, recruiter, department and specialty, with quick date buttons.
    Step 2 screen, from the demo account.

  3. Step 3: The reports

    Below the boxes are 18 reports, like Project staffing coverage. Use Reports on this page to jump to one.

    The Project staffing coverage report with each made-up project's needed, confirmed and unfilled numbers.
    Step 3 screen, from the demo account.

  4. Step 4: Download a report

    Each report has a Download CSV button, so you can open it in Excel or Google Sheets.

    The Download CSV button on a report.
    Step 4 screen, from the demo account.

  5. Step 5: Save your filters

    Type a name and click Save these filters. Your saved report shows up under My saved reports.

    The My saved reports box with a report name typed in and the Save these filters button.
    Step 5 screen, from the demo account.

Transcript

In this lesson, you will read your staffing numbers and download reports.

Open Staffing reports from the menu. The boxes at the top count your talent, vetting, documents, availability, and projects.

Pick a date range, a project, a recruiter, or a specialty. Then click Show report.

Below the boxes are 18 reports, like Project staffing coverage. Use Reports on this page to jump to one.

Each report has a Download CSV button, so you can open it in Excel or Google Sheets.

Type a name and click Save these filters. Your saved report shows up under My saved reports.

Next, learn how to set up staffing automations.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.