This link provides a video overview of running custom Word reports using pre-generated templates.


This link provides a video overview of creating custom Word report templates for users at your firm. Only authorised users can create templates.


Templates are made up of your own Word report layout, with Ezekia fields inserted. When the report is run, it retains your formatting but replaces the fields with values from Ezekia, such as Assignment Name, Person Name, Job Title, etc.


A list of available field names can be found here (via the settings menu):



It is usually easiest to create a template based on one that already exists. A project report template similar to the one shown in the videos is attached at the bottom of this page (you will need to open this FAQ page full screen to see it). You are welcome to download and rebrand the report, adjusting it to your own requirements.


Further Explanation

This section provides more detailed information on creating your own template. The example fields shown in red relate to the topic being described.


Multivalued fields

Some fields can have more than one value. In the list of field names in Ezekia, these are indicated with an asterisk. 


If you only want to display the first value (as might be the case with email addresses, for example), you can typically append #*#1 before the closing bracket for project reports, or #1 for people reports


For example:

${candidates.fullName}

${candidates.emails.address#*#1}


If you prefer to see all the available records, you need to embed a table within the person record. In this example, the cell padding has been exaggerated and all borders left visible for clarity. Each email address on the record would be displayed in a separate row.


${candidates.fullName}

${candidates.emails.address}



Project report order

Reports are created in the same order in which the profiles appeared on the page when the report was run. You can use any sort order available in the project, including the grouping options. Grouping options MUST be used if you want to either group or split your reports by pipeline status using either of the following tags:


${candidates.pipelineTag.heading} This defines that the pipeline tag will be used as a heading for the following group of candidates.


${candidates.pipelineTag.heading.split} This defines that the report should start a new page, and that pipeline tag will be used as a heading for the following group of candidates.


Clickable LinkedIn logo

You can use a LinkedIn logo as a clickable LinkedIn link. A suitable image has been attached to this FAQ at the bottom of the page. Place it on the report and resize it as necessary. You must then open the Alt Text panel for that image, and enter the following field name there:

${candidates.linkedin.link}


Candidate Photos & Client Logo

You will need a placeholder image, which should be square – this will be used if there is no candidate photo (or client logo) on the record for that person. If there is an image, it will replace the placeholder image, but retain the same dimensions.


Put the placeholder image in the document and resize it as appropriate. You must then open the Alt Text panel for that image, and enter the appropriate field name there:

${candidates.image}

${client.logo} 


REMOVEIFEMPTY use

This allows you to hide tables that have no values inserted by the report process. When hiding tables, ensure the tags are placed above and below the table you want to hide. 


Here are two examples:

${REMOVEIFEMPTY}

Fluent:

${candidates.fluentLangs} 

${/REMOVEIFEMPTY}

 

${REMOVEIFEMPTY}${candidates.summary}${/REMOVEIFEMPTY}

 



Useful Word document settings

  • Always turn off  ‘Resize to fit contents’ in table properties, as this setting makes results unpredictable.
  • If you want invisible borders in the completed document, you should ‘View Gridlines’ in the Table Layout menu. This makes it easier to see table borders when designing the template.
  • If you want to create a candidate-per-page report, you can do so by specifying the height of the row so that it fits within one page. You can further adjust Window/Orphan options in the paragraph menu if necessary. 


Common Problems

People records keep repeating themselves.


This issue arises from having a repeating value field that is not appended #*#1 or is not in its own embedded table. See the Multivalued Fields section above for more information on resolving this.


Field names don’t fit in the space available for them.


Only the first character of the field name defines the font, colour and point size of the value that will be inserted there. This means that any other characters after the first one can be reduced in size so that the field can fit in the available space. This is helpful when creating a template as it gives a better idea of the layout of the page, without affecting the final results.


For example:

${candidates.confidential.perm.salary}