Exporting Candidate Data to Excel

Owned by Marina Dekovic (Deactivated)
Jan 20, 2017
3 min read

 

Export Candidates is a very useful and powerful feature. It allows you to select any data contained in the candidate’s application form and assessment forms, as well as any job details and requisition forms, and export this to a spreadsheet (.CSV file). This allows you to display data for multiple candidates on one page.

 

To export Candidate data:

 

  1. Select one or more Candidates by clicking in the check box next to their name.


  2. From the Actions dropdown list, select Export Candidates and click GO:


  3. This displays the Export Candidate Data page.


  4. Use these checkboxes to export basic job administration details.


  5. To select candidate responses from the Application Form questions, click the Show/Hide Questions link here.


  6.  Select your questions by clicking the checkboxes here.


  7.  When you have selected the required data, click the Export Data button in the bottom right-hand corner.



  8.  This will then take you to the Active Message screen. The system will then place your export request in a scheduled task queue. To refresh this page to see if your document is ready to be downloaded click F5 on your keyboard or refresh your browser.
  9. If you prefer not to wait for your package you can click out from the message log and then to access the exported file, click the Messages icon at the top of the screen. An email will be sent to you once your file is ready.


  10.  To download the file, click the download link under the Action column


  11. The exported file will remain in the Message section until you choose to delete it.  If you are continually using the Export function, it is best practice to occasionally delete old exports or the message list will become cluttered.
  12. Click to open this file, or save it to a folder.
  13. This will display a spreadsheet (.CSV file) with the exported Candidate data contained within.


Fields from the candidate registration form will automatically come through into the spreadsheet Basic candidate information – ID, Title, First Name, Last Name, Preferred Name, Email and State.

This document can be used as a ‘mini report’ for the Candidates that applied to this job, creating graphs and charts based on the exported data, may be used as a source document for a mail merge and is useful for looking at questions such as where the candidate heard about the vacancy (Source question).