Big Biller Help Center

Reports

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Timeframe Options in Reports

  • Reports have two different types of Timeframe options
    • Dynamic Timeframes include Today, This Week, This Month, and This Year. When Updating, these will adjust the date range to the appropriate current date.
    • Static Timeframes include Custom date ranges. When Updating, the date range will always remain the same.
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Sharing Reports with Other Users

  • After creating a new report, click to expand the Share with Users drop-down to select who you’d like to share the report with
    • Selecting None will keep the report private
    • Selecting All will share the report with all users on your account
    • Selecting Only These will allow you to pick specific users to share the report with
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Pipeline Reports

  • Navigate to Reports in the Main Navigation Bar
  • Click on the plus sign icon to the right of the Pipeline Reports header
  • After giving your report a name, use the report builder at the top of the page to specify which Pipelines you would like to review
  • Click the Run Report button to generate results
  • Once your report has generated, you can toggle between the Table View to review counts, or the Table Details View to review specific candidate names
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Reports in Big Biller

  • There are three different types of reports within Big Biller
    • Activity Reports, Pipeline Reports, and Placement Reports
  • To run a new report, navigate to Reports in the Main Navigation Bar
    • Click the plus sign icon to the right of the report you wish to run
    • After giving your report a name, use the report builder at the top of the page to specify which specific information you would like to review
    • Depending on the size of your report, it may take some time to run – you may choose to wait on the screen until the report is generated, or come back to the Reports Dashboard once the report is ready to review
    • Once your report has generated, you can toggle between the different views
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Reports Dashboard

  • The Reports Dashboard gives you the ability to run new reports, but also gives you access to reports that have been saved and run recently
    • To navigate to the Reports Dashboard, click on Reports in the Main Navigation Bar
      • New reports can be generated by clicking on the plus sign icon to the right of the report you wish to create
      • Saved reports will be listed on the left side of the page under each corresponding Report Type
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Exporting a Report

  • Start by building and running a report within Big Biller
  • From the report results, click the export icon in the top right corner
  • Depending on the size of your Table Details view, it make take some time to export
    • You’ll see a new notification in the top right corner of Big Biller once your export is ready to download
    • As soon as the file is available to download, you can access it at any time from the Files & Exports page within Settings or by clicking on the corresponding notification
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