Overview
Updated 07/19/2021
Report Description
Show the List of Referral Source information of employees and customers.
Parameters
Parameter Name |
Options |
Description |
Branch |
All available branches |
|
Date Type |
Entered Date, Active Assignment |
|
Start Date |
|
|
End Date |
|
|
Entity |
Employee, Customer |
|
Show with Source Only |
Yes, No |
|
Report Fields
Field Name |
Description |
EmployeeBranch |
Employee Branch. Will be visible when Employee is selected for Parameter Entity. |
EmployeeID |
Employee ID from Employee. Will be visible when Employee is selected for Parameter Entity. |
BoldTalentID |
Employee ID from AviontéBOLD (Front Office) |
EmployeeName |
Full employee name from Employee. Will be visible when Employee is selected for Parameter Entity. |
ReferralSource |
Answer from EmployeeInterview where category EmployeeExtra or EmployeeInterview and value=’source’. Will be visible when Employee is selected for Parameter Entity. |
OrderCandidacySource |
The name of the website the applicant used to apply to the job. For example, if an applicant applied to one job through Career Builder and one job through Monster.com, Career Builder and Monster.com would be listed as referral sources. This field displays the five most recent order candidate sources. |
DateEntered |
Date Entered from Employee if Parameter Entity=’ Employee’. And Date entered pulled from vCustomer if Parameter Entity=’ Customer’. The date is between Start Date and End Date parameters. Will be visible for Employee or Customer is selected for Parameter Entity. |
EmployeeOrigin |
Employee record origin type. Will be visible when Employee is selected for Parameter Entity. |
Assigned |
Assigned from Employee. ‘Yes’ for OnAssignment=1 and ‘No’ if OnAssignment=0 Will be visible when Employee is selected for Parameter Entity. |
ActiveAssignmentCount |
Count of the active assignment of the employee. Will be visible when Employee is selected for Parameter Entity. |
CustomerName |
Customer name from Employee Active assignment if Parameter Entity=’Employee’ and Customer name from customer if Parameter Entity=’ Customer’. Will be visible for Employee or Customer is selected for Parameter Entity. |
DepartmentName |
Department name from Employee Active assignment if Parameter Entity=’Employee’. Department name from customer if Parameter Entity=’ Customer’. Will be visible for Employee or Customer is selected for Parameter Entity. |
CustomerID |
Customer ID from Customer. Will be visible when Customer is selected for Parameter Entity. |
Source |
Lead Source from Customer Sales info. Will be visible when Customer is selected for Parameter Entity. |
SourceDetail |
Lead source description from Customer Sales info. Will be visible when Customer is selected for Parameter Entity. |
CustomerBranch |
Customer branch. Will be visible when Customer is selected for Parameter Entity. |
HasActiveOrder |
'Y' for customer having active order and ‘N’ for customer having no active order. Will be visible when Customer is selected for Parameter Entity. |
ActiveOrderCount |
Count of the active order of the customer [Order with status with Implies Acitve property set as True.] Will be visible when Customer is selected for Parameter Entity. |
Required Setup
- Need an Extra label set up with the SystemName=Source under category EmployeeExtra for Employee and under CustomerOrderExtra for Customer.
- Need to set up the following Config ChoiceCodes: MainCategory= EmployeeExtra or EmployeeInterview, SystemName=Source. CustomerOrderExtra for Customer.
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