Navigate to Reports
From your dashboard, click on "Reports" in the main navigation menu. This takes you to the reports center where you can access all exportable data.
Select Report Type
Choose the type of data you want to export: Candidates, Jobs, Applications, Interviews, or Team Activity. Each report type has different available fields and filters.
Apply Filters
Narrow down your data by applying filters such as date range, job status, candidate stage, or specific team members. The preview will update to show how many records match your criteria.
Choose Columns
Select which data columns to include in your export. Toggle fields on/off using the column selector. Save your column preferences for future exports.
Select Format
Choose between CSV (for spreadsheet analysis) or PDF (for presentations and sharing). CSV files work best in Excel, Google Sheets, or data analysis tools.
Download File
Click the "Export" button to generate your report. Large exports may take a moment to process. You will receive an email when your download is ready if it takes longer than 30 seconds.
Available Report Types
Candidate Report
CRM import, talent pool analysisAll candidate data including contact info, match scores, and current stage
Application Report
Source effectiveness analysisApplication details, submission dates, source tracking, AI scores
Job Performance Report
Hiring manager reviewsJob metrics, application volumes, time-to-fill by position
Interview Report
Interview process optimizationScheduled interviews, feedback scores, interviewer assignments
Activity Log
Compliance and audit trailsTeam actions, stage changes, comments, and system events