Any user can run PowerPoint reports; you might see Demo reports, or your firm might have created their own templates. PowerPoint report templates can be created in Ezekia by authorised users in your firm.
PowerPoint reports are made up of separate sections, for example the header page, person details, and the trailer. Your firm might have different version of these to choose from. When you do so, you can also decide in which order they should appear, in the completed report. Reports can be run for individual people records, or for multiple candidates in a project.
Project Reports
These need to be run from a project person list. To run a report, select each person that you want to appear in it (or ‘Select All’).
The report will come out with the selected people in the same order as they appear on the page, so you can change the sort order before running the report if necessary. Click the ‘Download’ button from the row of buttons that appears near the top of the page) to select a report to run.
Switch to the PowerPoint tab (1, below) and select each template that you want to appear in the report (2). These would typically be a header, person details and a trailer. The top right corner of this panel shows the order of the sections (3). You can drag these around to get the order you want. The person details section will repeat for every person you selected before running the report. Scroll to the bottom of the panel to generate the report. You will be sent an email with a download link when it is ready.
Person Reports
These need to be run from a person record on a project person list. To run a report, open the person profile you want the report for, and click this icon.
Switch to the PowerPoint tab, and you will see the same panel as is used for project reports. Select and order the sections you want in the same way as described above. As there is only a single person selected, there is no repeating aspect to the person details section. Scroll to the bottom of the panel to generate the report. You will be sent an email with a download link when it is ready.
Creating PowerPoint Report Templates
Authorised users can create templates for your firm. Click this link for the FAQ page on this.