Table Editor Details Report (BOLD Analyze)

Overview

Updated 11/10/2022

 

Lists out all the Categories and Sub Categories on the Table Editor.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click on the links below for more information:

 

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

 

CHAPTERS

Legend
    Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details

 

 

Legend

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Filter Panel

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Locating the Analyze Report

  1. Click on Analyze Tab
    The Reports Sub Tab will automatically be selected
  2. In the Search Reports field, type TABLE EDITOR
  3. Click on the Table Editor Details Report

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Logic

Lists out all the Categories and Sub Categories on the Table Editor.

 

 

Filter Options

mceclip0.png Filter Name Options Description
Category  All available Category List Use this filter to refine categories of Table Editor (ie. Talent, Company, Contact, Job, Misc and Opportunity)
Sub Category All available Sub Category based on Category Selected. Use this filter to refine Sub Categories based on the Category selected.

 

 

Graphs/Widgets

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Field Details

Field Name Description Notes
Category Sub Category's Name  
Custom/System Default Displays if the sub category is either System Default or Custom Default.  
Parent Displays Parent Category/Item, if they exist.  
Item Text Displays Items of the sub category  
Type Displays Item Type of the sub category  
Order Displays order of the sub Category, if exists.  
Archived Indicates whether the sub-category item is archived (Yes/No). Use this field to filter and sort by archived status to manage and review items.

 

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