With Portfolio, you have the ability to generate and print reports for entire folders, whether you need information on candidates, opportunities, or note types.
Some of our reports offer the convenience of downloading the summarized data as either a spreadsheet or a PDF file. Reports serve as a vital tool to monitor your provider recruitment processes efficiency and effectiveness.
The reporting system within Portfolio contains a variety of list- and graph-based reports that can be viewed and printed in multiple formats. You'll have the ability to run reports on an entire folder of candidates, opportunities, notes types, and milestones.
Multiple reports allow you to select which fields of information appear as well as make powerful criteria selections, so you get the exact information you need. Some of them also allow you to download the summary information as a spreadsheet or PDF.
PracticeMatch can create custom reports for you!
Send us a copy of a report you currently use and our development team will build it for you. Have an idea or a need for a new report? Tell us about it!
For All Specialties and Opportunities: Reports are a fantastic tool that allows you to track your entire recruitment process and evaluate the efficiency and effectiveness of your efforts for all specialties and job opportunities.
Allows you to see what stage candidates are at in the recruiting process. The report can be customized to show whichever milestones you need to view, as well as information relevant to the opportunity and physician. This report can also be displayed on your homepage for quick access.
This report is a way to see all the opportunities currently posted on the PracticeMatch Career Center. It groups the opportunities by recruiter name and displays the open date, how long the opportunity has been opened, the number of views, the number of applies, and the number of Pinpoint Opportunity Matches candidates. This report does not require the use of the PracticeMatch ATS.
Displays the total number of emails sent in a specified date range. Also shows the date, subject, sender of the email, the number of recipients, and specialty. Pie charts are also included to help break down the number of emails sent by sender and by specialty. This report does not require the use of the PracticeMatch ATS.
Displays candidates in "active" status as defined by your milestone notes.
Displays candidates placed by opportunity at each facility/site. Includes specialty, days to place, placed date, and internal notes.
Displays dates of selected milestones on candidates, ordered by sites and specialties, as well as the last note for each candidate.
Variety of features & uses: Multiple reports allow you to select which fields of information appear as well as make powerful criteria selections, so you get the exact information you need. Some of them also allow you to download the summary information as a spreadsheet or PDF.
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