Steps to Export:
- Go to the Candidates module.
-
Apply filters (if needed):
- Status, Date, Source, Job Title, etc.
- Click on the Export button/dropdown.
Choose Export Type:
-
Standard Export:
- Basic candidate fields: Name, Email, Contact, Current Status.
- Suitable for high-level summaries and outreach lists.
-
Advanced Export:
-
Includes all details:
- Resume & file links.
- Interview feedback & timestamps.
- Full application trail (source, dates, notes).
- Metadata such as job role, pipeline stage, recruiter name, tags, etc.
-
Includes all details:
- Download Format: Usually in CSV or Excel format.
When to Use Which Export:
- Standard Export: Great for basic overview or team sharing.
- Advanced Export: Ideal for analytics, reporting, and stakeholder presentations.