We know EOD reporting is an important part of every recruiter’s daily routine. So we’ve tried to make a little easier, with this functionality that allows you to export the leads being stored in the CRM based on the information that you need. Here’s how:
Step 1: Click on export data
Step 2: Select the campaigns that you want to include in the export, or you can, choose “All Campaigns”.
**Fun fact: you can now export data from multiple campaigns at the same time!
Step 3: Select the time frame you want the data to cover. The default setting is the entire last month.
Step 4: Select Data Points. Here's the list of all available data points. Double click to select a data point to add to the export.
Step 5: The data points displayed here will be included in the export. If none are selected, the export will automatically include all data. To select multiple data points, click on the data point, hold the ‘ctrl’ button and select more data points. Once done, click on the single right arrow.
Step 6: Click on Download to get your data. The file should be downloaded directly to your desktop.
You're all set now! 🎉