A Job Dashboard Progress Report gives you an Excel overview of the candidates in a Job’s pipeline. For example, if a client asks for an Excel file showing the progress of their search, you can provide one in no time. It is also useful for a quick Monday morning stand-up when you want a pipeline-based view of your Jobs.
Step 1: Set up your view
Open the Job, then select Edit View in the top toolbar. On smaller screens, you may need to scroll the toolbar to the right to see it.
In the Configure the view panel, choose how items are shown, how they are sorted and grouped, and which Columns appear. The columns in your view are the fields included in your export.
Note: Saving changes to a view updates that view for all users.
Step 2: Export the report
Select the This Job dropdown in the top-left corner, then select Export....
Step 3: Choose your export options
In the Export window, choose:
Select View: the view whose columns you want to export.
Export Format: the file type, such as Excel Document (2010 or newer).
Include Activities Sheet: adds a second sheet with each candidate’s activities. When selected, you can also choose Include Scheduled Activities and Only activities in date range, such as Month to Date.
Select OK to download the report.
What is included in the Activities sheet?
When you select Include Activities Sheet, your export includes two sheets.
The first sheet, Candidates, includes a pipeline breakdown and the columns included in your view. The second sheet, Activities, includes a breakdown of each candidate, activity type, owner, and any notes associated with that activity.
What's Next?
For more on customizing your view in a job dashboard or for generating a home page report, check out our content below!