🧠Learning Outcomes:

  • Export the data from a specific folder and campaign
  • Export the entire data of your campaigns
  • Export specific candidates information
  • Export a selected date range of data

πŸ“ŒWhy is it important?

Tracking the performance of your hiring process and making the necessary improvement is a priority for successful hiring teams.

The export feature shows the most relevant stats and metrics that help recruiters make quick decisions while performing their tasks daily. Besides, detailed reports and analytics provide information that HR staff and management can use to gain a more in-depth insight into the effectiveness of your recruitment process.

πŸ“Use Case

Combining search filters and exporting them

The recruiter sorted out all the shortlisted applicants for the month of May 2020 in this image below.

βš™οΈHow to configure it?

Downloading selected candidates in a specific campaign and folder

On the upper left side of your leads screen:

Step 1: Select a campaign

Step 2: Select a folder

Step 3: Click on the download button

Step 4: Select the date range

Step 5: Select the data point you require then click on the download button.

Downloading single or multiple campaigns

Step 1: On the upper right corner of your home screen (leads). Click on <Export Data>

Step 2: Select the <+> sign to add a specific campaign

Step 3: You may add multiple campaigns of your choice

Step 4: Select the date range

Step 5: Select the data point you require then click on the download button.

Downloading all campaigns

Step 1: On the upper right corner of your home screen (leads). Click on <Export Data>

Step 2: All campaigns are loaded by default

Step 3: Select the date range

Step 4: Select the data point you require then click on the download button.

(You may double click the data point or use ctrl+select to choose multiple data points)

πŸ’‘Pro-tip:

  • Here are different ways of selecting data points to export
  • As a best practice, select the information you only need. This makes the download process quicker. πŸš€

πŸ“šRelated Articles:

Unified Inbox for Candidate Relationship Management

You're all set now! πŸŽ‰

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