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[IMP] Referrals: Update reporting

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closes odoo/documentation#14124

X-original-commit: 51113cde12
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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larm-odoo
2025-07-23 17:16:57 +00:00
parent 2b21c003ee
commit eb724ace26
1 changed files with 3 additions and 5 deletions
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8
content/applications/hr/referrals/reporting.rst
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@@ -27,14 +27,13 @@ Referral amounts for all stages are displayed, including :guilabel:`Not Hired` (
Hover over any bar to view a popover containing specific data for that particular bar.
In this view, it is easy to see which :guilabel:`Medium` is the most successful.
In this view, it is clear which :guilabel:`Medium` is the most successful.
.. example::
In this example, both :guilabel:`Email` and :guilabel:`LinkedIn` are the mediums with the most
referrals, but :guilabel:`Email` has the most referrals that were hired.
.. image:: reporting/employee-report.png
:align: center
:alt: The default report in the Referrals app.
Use case: hired referrals
@@ -69,7 +68,6 @@ This information can be helpful to the recruitment team, so they can determine t
referrers in the company, and who is the most successful in terms of hires.
.. image:: reporting/employee-counts.png
:align: center
:alt: The customized report showing which employees have the most referrals and hires.
.. tip::
@@ -83,5 +81,5 @@ referrers in the company, and who is the most successful in terms of hires.
Click :guilabel:`Confirm`, and the selected spreadsheet loads, with the new table in it.
The spreadsheet is stored in the *Documents* application. This application **must** be installed
to use the :guilabel:`Insert in Spreadsheet` option.
The spreadsheet is stored in the **Documents** application. This application **must** be
installed to use the :guilabel:`Insert in Spreadsheet` option.