Generating a progress report is helpful when you need an Excel spreadsheet overview of an entire list of jobs or candidates in your pipeline.
For example, Dashboards are a helpful starting point when you need a high-level view of your pipeline or want to report on multiple positions for a single client.
For the most part, we see customers use this in an All Candidates view.
Once your view is selected, navigate to the cogwheel.
This allows you to choose the fields included in your export. For example, if you plan to share the report with a client, you can include fields such as job title, salary expectations, and LinkedIn profile URL through the column-selection options.
Pro Tip: Want to narrow this down to just a single client across multiple jobs? Search for the name of the company (ABC Company in the example below) to narrow to only that company and their related jobs. Or, use the filter drop-down to add any additional filters.
Once you have your data organized, select the export option.
The Export Window will pop up, and you may select what you want to be included in the report. You can choose to include the Activities Sheet along with Scheduled Activities. You can also choose to have the report render the last month, quarter, last 2 weeks, or a specific date range.
What is included in the activities sheet? When selecting that option, you'll notice 2 sheets included in your export
Sheet one will be your Candidates sheet. This will include a pipeline breakdown and any Fields included in the report. The second sheet, Activities, will include a breakdown of each candidate, activity type, owner, and any notes affiliated with that activity.
What's Next?
For more on customizing your view or generating a job dashboard report, check out our content below!