Standard AQ - Referral Source

This report setup guide explains the requirements for setting up a report that lists the referral source information of employees and customers in the Avionte system. It provides detailed instructions on the necessary configurations, parameters, and report fields for the desired report output.

Key Takeaways

1. Required Label Setup: Create an extra label with SystemName=Source under the EmployeeExtra category for Employee and under the CustomerOrderExtra category for Customer. This label is essential for tracking referral sources.

2. Configuration Choices: Set up Config ChoiceCodes for MainCategory with options EmployeeExtra or EmployeeInterview and SystemName=Source under CustomerOrderExtra for Customer. This configuration enables the report to function correctly.

3. Report Parameters and Fields: The report offers various parameters, including branch selection, date types, and entities (Employee or Customer). It also provides a list of report fields such as EmployeeBranch, EmployeeID, ReferralSource, and Source, which are visible based on the selected entity and serve to present comprehensive referral source information.

By following these instructions, you can generate a detailed report that displays the referral source data for employees and customers in the Avionte system, aiding in tracking and analysis.

 

Required Setup

• Need an Extra label set up with the SystemName=Source under the 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.

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 only appears if a query string was added to the Job Board RSS feed in the Aero Platform. See the Job Board RSS Feed article for more information. 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 the 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 the 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 the 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 customers having active orders and ‘N’ for customers having no active orders. 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.