Exportable Reports Differences

To export a project report, follow the steps below.

1.  Select  your Projects page by clicking the Projects menu then select a project from your list.

2.  Click the "Export Report" text link and a small window will populate.

3.  Choose what type of report you want to be generated from the list. You can also pick the Output Format of your report here. Click the blue Generate Report button to download the specified report.

REPORT TYPES:

Project Status Report

1. A list of all visible candidates.
2. 
Profiles for each visible candidate with any/all information you've made visible for those candidates - including all candidate information and notes which have been toggled as visible to your clients.

Project Status Report with all Candidates
1. A list of all visible candidates.
2. 
Profiles for each visible candidate with any/all information you've made visible for those candidates - including all candidate information and notes which have been toggled as visible to your clients.
3. A table showing a summary of all invisible candidates (w/ names, current position & company, status, and an overview note).

Project Details
1. All of the project's tabs that you've made visible.
2. Any/all information within each tab that you've made visible to your clients (appearing in this order: Dashboard, Position, Strategy, list of visible Candidates, and each visible Candidate in order of rank).

Summary Status Report
Contains a table which includes the visible candidates’ names, their most recent position, and the Overview, Next Steps, and Assessment notes for each.

Summary Status Report for all Candidates
Contains a table which includes: all candidates’ names, their most recent position, and the Overview, Next Steps, and Assessment notes for each.

Candidate Export List
Creates an excel spreadsheet with any/all information you'd like to see for all Candidates on the project.

Candidate Status Report
A wonderful customizable report that allows you to select the following:

1. Formatting Options
2. Specific Candidate Information
3. Address Information
4. Specific Notes
5. Candidate Visibility

Troubleshooting (Missing Candidate Images)
If you experience an issue with Candidate images being included in your "Reports with all Candidates" Word (.docx) file, please be sure you have the latest version of Word installed. Older versions may not pull the images into the downloaded reports if you are using an older version of Word.


RELATED ARTICLES:

Gong Reports

CSV Report Exports

Why didn't I receive the report I expected?

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