The Contracts/Placements report is a way to view all of your placement details in one spot. This view is an aggregate of all the data entered into placement cards when placing a candidate into a Hired/Placed stage within a job.
Read more below to learn how to access the report for all Placement and Contract details. Visit the Help Center to read how to fill out a placement card.
View Your Contracts / Placement Details
In order to see job details on this report, a placement card must be created and filled out. Once the card is saved, all of the data will be accessible within the Contract/Placement report. To access this report, follow the steps below:
Click the three dots at the bottom of the navigation bar.
Select Contracts / Placements under the Back Office section.
You can follow the instructions below to customize your view of this page.
Customize Your Contracts / Placement Page
Similar to the People and Company pages, you can create custom fields for this report that are unique to your agency. This is important if your accounting/finance team has specific information they want to collect on all placed candidates.
Keep in mind that any custom fields you add to the Contract/Placement report will also show up when you fill out the placement card for the hired person. Custom fields can be text, number, hierarchy, date, or year rollup.
Follow the instructions below to customize your Contract/Placements fields.
Navigate to the Contracts / Placements Page (following the instructions above).
Click the three dots in the top right corner of the page.
Select "Customize Board" to open the Customize Grid window.
Here, you can reorder existing fields, add new fields, change filter logic, or remove custom fields.
Click the +Add button in the bottom right corner to create a new custom field.
Click the Remove button on the right-hand side to remove a custom field.
Use the drop-down to change filter logic from AND / OR.
Be sure to click Save when your customizations are complete.
Export Your Contracts / Placement Details
Finally, you have the option to export the Contracts / Placements page. You can export this data at any time by following the steps below.
Go to the Contracts / Placements page.
Click the three dots in the top right corner of the page.
Select "Export."
Your report will be generated and sent to the email associated with your Loxo account.