Export and Reporting

Export and Reporting

Generate reports and export data for analysis, documentation, and stakeholder communication.

Why Export Data?

Common use cases:

• Stakeholder reports: Share candidate summaries with hiring managers
• Compliance: Maintain hiring records for legal requirements
• Analysis: Analyze trends across multiple campaigns
• Backup: Keep offline copies of important assessments
• Integration: Import data into your ATS or HRIS

Export Formats

PDF Reports

Best for: Stakeholder sharing, presentations, permanent records

Contains:

• Formatted candidate profiles
• Visual score representations
• Complete agent assessments
• Charts and graphs
• Professional layout

Use when: Sharing with executives, creating hiring documentation, formal reviews.

CSV/Excel

Best for: Data analysis, ATS integration, spreadsheet manipulation

Contains:

• Structured data rows
• All candidate fields
• Numerical scores
• Timestamps and metadata
• Customizable columns

Use when: Analyzing trends, bulk processing, system integration.

JSON

Best for: API integration, programmatic access, system-to-system transfer

Contains:

• Complete structured data
• Nested agent assessments
• Full metadata
• Machine-readable format

Use when: Integrating with other systems, building custom tools, automation.

What You Can Export

Single Candidate

1. Open candidate profile
2. Click "Export" dropdown
3. Choose format (PDF, CSV, JSON)
4. Select data to include:
   • Basic profile information
   • Resume/documents
   • Assessment scores only
   • Full agent reports
   • Interview notes
   • Team comments
5. Download

Multiple Candidates

1. Select candidates via checkboxes
2. Click "Bulk Actions" → "Export"
3. Choose format
4. Select data fields
5. Download

Creates one file with all selected candidates.

Entire Campaign

1. Open campaign
2. Click campaign menu (•••)
3. Select "Export Campaign Data"
4. Choose what to include:
   • All candidates
   • Only assessed candidates
   • Only candidates above score threshold
   • Campaign settings and metadata
5. Download

Comparison Reports

1. Set up comparison (2-5 candidates)
2. Click "Export Comparison"
3. Choose format (usually PDF for visual comparison)
4. Download

Creates side-by-side comparison report.

Customizing Exports

Choose Data Fields

Select exactly what to export:

Always included:

• Candidate name
• Email
• Overall score (if assessed)

Optional fields:

• Phone number
• Current position/company
• Resume text
• Skills
• Education
• Experience years
• Individual agent scores
• Agent written assessments
• Application date
• Assessment date
• Status/stage
• Custom fields
• Interview notes
• Team comments

Filter Before Export

Apply filters first to export specific subsets:

• Export only candidates scoring 75+
• Export only interviewed candidates
• Export only those with specific skills

Date Range

Specify time period:

• Last week
• Last month
• Last quarter
• Custom date range
• All time

Report Templates

Executive Summary Report

Format: PDF

Contents:

• Campaign overview
• Top 5 candidates with highlights
• Score distribution chart
• Key insights and recommendations

Use for: Presenting to senior leadership.

Detailed Assessment Report

Format: PDF

Contents:

• Complete candidate profile
• All agent full reports (5 for Standard, 10 for Premium)
• Score visualizations
• Strengths and concerns summary
• Interview recommendations

Use for: Deep-dive review, hiring manager briefings.

Candidate Pool Analysis

Format: CSV

Contents:

• All candidates with key metrics
• Score distributions
• Skill frequency analysis
• Time-to-assess metrics
• Source effectiveness (if tracked)

Use for: Recruiting operations analysis, sourcing optimization.

Compliance Record

Format: PDF + CSV

Contents:

• All application data
• Assessment records
• Decision rationale
• Timestamps and audit trail
• Interview notes

Use for: Legal compliance, EEOC reporting, audit trail.

Scheduled Exports

Automatic Reports

Set up recurring exports:

1. Go to campaign settings
2. Navigate to "Reports" tab
3. Click "Schedule Report"
4. Configure:
   • Report type
   • Frequency (daily, weekly, monthly)
   • Recipients (email addresses)
   • Format (PDF or CSV)
   • Filters/criteria
5. Save

Example: Weekly email with all candidates assessed in past 7 days.

Export History

View past exports:

• Campaign menu → "Export History"
• See all previous exports
• Download again if needed
• Track who exported what

Sharing Exports

Email Directly

From export screen:

1. Generate export
2. Click "Email"
3. Enter recipient addresses
4. Add message
5. Send

Recipient receives download link (expires in 7 days).

Download Link

Generate shareable link:

1. Create export
2. Click "Generate Link"
3. Set expiration (1 day to 30 days)
4. Copy link
5. Share via any channel

Useful for team collaboration.

Team Workspace

Export to shared team workspace:

1. Create export
2. Save to "Team Reports" folder
3. All team members can access
4. Version history maintained

Export Limits

File size: Maximum 50MB per export

Candidates: Up to 1,000 per export (split larger sets)

Frequency: No limit on exports

Storage: Exports stored for 30 days, then auto-deleted

Best Practices

Name exports clearly: Use format "Campaign-Name_Date_Type.pdf" for easy organization.

Regular backups: Export campaign data monthly for backup purposes.

Privacy considerations: Be cautious sharing exports containing candidate PII.

Version control: Include date/version in filename if export same data multiple times.

Data Privacy

Anonymized Exports

Create privacy-safe exports:

1. Choose "Anonymized" export option
2. Personal identifiers removed:
   • Names replaced with IDs
   • Email addresses removed
   • Phone numbers removed
   • Addresses removed
3. Scores and assessments retained

Use for: Sharing with external consultants, academic research, aggregate analysis.

GDPR Compliance

Export candidate data for GDPR requests:

1. Find candidate
2. Click "Export Personal Data" (compliance menu)
3. Downloads ALL data associated with candidate
4. Includes audit trail
5. Provide to candidate as required

Integration with Other Tools

ATS Integration

Export for import into Applicant Tracking Systems:

• Use CSV format
• Map columns to ATS fields
• Include candidate ID for matching
• Export status/stage for pipeline sync

HRIS Integration

Export hired candidates for HR systems:

• Include offer details
• Map to HRIS fields
• Include start date
• Export only hired candidates

Analytics Tools

Export for analysis in Tableau, Excel, or other tools:

• CSV for maximum compatibility
• Include all numerical fields
• Add timestamps for trend analysis
• Combine data from multiple campaigns

Next Steps

• Use comparison tool before exporting final candidates
• Share with team for collaborative review
• Archive campaign after exporting all data

Quick Tip

Export before major changes: Always export current state before modifying campaign requirements or bulk editing candidates. This creates a snapshot you can reference later.