Export Reports

If you need a spreadsheet of all of your applicants, including inactive and archived applicants, you can export everyone inside your account through this feature

  • Click on the Reports tab in your left-hand menu
  • Click on "Export Reports"

    Settings_Export_Report.PNG

 

You are able to set up parameters through the following fields:

Export_Reports.PNG

If you leave the fields on "All" or blank, the report will pull everything in your account

  • Opportunites - Only available with the Bundle 4 subscription. You can export reports from a specific Position. You cannot select more than one Position
  • Departments - Only available with the Bundle 4 subscription. You can export reports from a specific Department. You cannot select more than one Department
  • Billing Reference - Available for all accounts. 
  • Stages - Only available with the Bundle 3 and 4 subscriptions. You can export reports from a specific Stage. You cannot select more than one Stage
  • Status - Available for all accounts. Export applicants that are marked as Active or Inactive inside your account
  • Alert - Export applicants that have an Alert or do not have an Alert on their background check.
  • Applicant Creation Date Range - You are able to set a Date Range of the background checks you need.
    • Note: This is not Background Check complete Date Range. If you are a Bundle 2 subscription or higher, this is the date of the creation of the applicant inside your Pipeline. 
  • Export Stock Questions? - Only available with the Bundle 3 and 4 subscriptions. Check this checkbox to export the PMM Stock Questions and any answers from the applicants.
    • Note: This is not the Custom Stock Questions that Bundle 4 subscriptions can make. 
  • Export Custom Questions? - Only available with the Bundle 3 and 4 subscriptions. Check this checkbox to export your Custom Questions and the applicants' answers
  • Export Previous Addresses? - Available for Bundle 2 and higher. Check this checkbox to get Previous Addresses that applicants enter in on the Online Consent Form
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