Reporting with Bullhorn Canvas: A 360 Degree View - Ben Carter

1. Reporting with Bullhorn Canvas
A 360-Degree View
Ben Carter

2. Ben Carter
Enterprise Solutions Consultant
Bullhorn

3. Today, could you make a
KEY BUSINESS DECISION
based on the data in your
CRM/ATS?

4. Did You Know…?
36%
...of recruitment agencies polled
USE data to DRIVE THEIR DECISION
MAKING
The Staffing Business Intelligence Report
by Cube19 & Cloudcall, October, 2017
Only

5. Data
Entry
The Common
Recruitment
Data Cycle
Top Level
Reporting
Not Knowing
All Your
Strengths
Hitting
Roadblocks
Measuring End
Results ONLY
More
Data Entry

6. GOLF IS MORE THAN
JUST A DRIVE OR A PUTT

7. IT’S IMPORTANT
TO MEASURE!

8. Bullhorn Canvas

9. Overview
ADVANCED
CANVAS
THE
BASICS
DOING MORE
WITH DATA

10. Getting Started in Canvas
THE
BASICS
• What does Canvas do?
• Building a Report
• Sharing Reports
• Scheduling Email Delivery

11. What Does Canvas Do?
Examples

17. Let’s Build Out This Report

21. Sharing Canvas Reports

23. Canvas Reports in Your
Inbox

26. THE BASICS

27. Advanced Uses
ADVANCED
CANVAS
• Graphs / Charts
• Utilising Data to Drive Action
• Calculating Contract Deal
Values
• Dashboards

28. Adding Visual Analysis

30. Letting the Data Do the
Work

31. LET’S SET THE SCENE

32. Data Driven Action...
THEY WORK
SMARTER,
NOT HARDER
TOP BILLERS
PLAN THEIR
DAY…
“NORMALLY”
CLOSEST TO
THE DEAL =
HIGHEST
PRIORITY

36. Contract Deal Value
Basic Formulas

37. [ DAILY MARGIN ] * [ TOTAL WORKING DAYS ]

38. if ([Pay Unit] = “hourly”) then
| ------------------------------------------------ DAILY MARGIN ------------------------------------------------ |
What’s the Daily Margin?
(([Bill Rate] - [Pay Rate]) * 8) else ([Bill Rate] - [Pay Rate])

39. (((_days_between ([Start Date] , [Scheduled End Date])
| ---------------------------- TOTAL DAYS ---------------------------- |
| --------------------------- TOTAL WORKING DAYS ---------------------------- |
/ 7) * 5)
How many Working Days?

40. [ DAILY MARGIN ] * [ TOTAL WORKING DAYS ]

41. Dashboards

55. SHORT GAME IS GOOD

56. DOING MORE
WITH DATA
Master Your Own Data
• Canvas in Custom Tabs
• Canvas in Custom Cards
• External Data Sources
[YOU MAY NEED HELP FROM BULLHORN WITH THIS]

57. Custom Tabs

59. Custom Cards

61. Reporting on External Data

63. Extensibility
CUSTOM
OBJECTS
{
REST:API
}
Full access to YOUR
DATA via our Rest
API’s
You can PULL and
PUSH data
EXTRA tables of data
within your Entities
(Record Types)
Custom to store what
you NEED!

64. LET’S SET THE SCENE

65. Rest API Example
API.appBridge.httpPUT('entity/jobOrder/',...)

66. External Data to go here

67. External Data to go here

68. External Data to go here

69. NOW YOU’RE A BIG HITTER

70. After today, could you make a
KEY BUSINESS DECISION
based on the data in your
CRM/ATS?

71. For a sneak peak of Canvas 2.0...

72. Vision for Innovation
Matt Fischer, President & CTO
Today at 16:45 - 17:30 in General Session Hall