How-to

Export candidate data (standard and advanced)

Last updated May 30, 2025 · Administrator

Steps to export:

  1. Go to the Candidates module.
  2. Apply filters (if needed):
    • Status, Date, Source, Job Title, etc.
  3. Click the Export button/dropdown.

Choose the 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.
  1. Download format: Usually in CSV or Excel format.

When to use which export:

  • Standard Export: Great for a basic overview or team sharing.
  • Advanced Export: Ideal for analytics, reporting, and stakeholder presentations.