User Generated Reports: Project Status Report with all Candidates

<ProjectTitle> Status Report w/ Candidates (pdf/docx)


  • Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login
  • Current Candidates (Table): Rank, Picture, Name, Position, Status
  • Candidate Details: Rank, Picture, Name, Position, Status, Profile Link, Positions, Education, Phone, Email, LinkedIn, Location, Biography (per visibility settings on project)
  • Firm Team
  • Client Team

In the Candidates View of your desired project, you can Export Report and choose which type of Report you want to generate. This time it will be Project Status Report with all Candidates.

When selecting the report you want to export, click the drop down option and select which note type attached to a candidate you would like to show. The system will select the most recent visible note to enter in the report. If there is no visible note of the type selected the space will be left blank.

Select the report format that you want to Generate then you will receive an email to download the export file. Once downloaded the pdf or docx file will open.

Example Export

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