To follow along with this article, you will need:
- Manager-level ERIN access with Reporting Permissions or higher
Overview
In this article, users will learn what data can be used in a Referral Report.
1. Make a Referral Report
To make a referral report, start at your dashboard, click on the "Manage Referrals" dropdown on the left-hand side, and select "Referrals" (Fig. 1a).
Figure 1a
Next, filter your data if desired and export a CSV of this data using either "Export All" or "Export View" (Fig. 1b). For more information on exporting data to a report, go to How to Export Employee, Bonus, Referral, or Other Data.
Figure 1b
2. Included Data
Below are the fields included by default on each report (Fig. 2). The left column represents the field name while the right column defines the data this field represents.
Figure 2
Additionally, if your company's referral process includes your own custom questions in "Form Builder", your Referral Report may include fields such as "Questions Data", "Candidate Questions Data", and "Interested Questions Data".
To check for custom questions in "Form Builder", go to How to Customize Referral Form Questions with ERIN Form Builder.