Essential candidate reports allow you to search, report on, and view profile and application details for multiple candidates simultaneously.
Essential candidate report
To create an essential candidate report, click Candidates on your navigation bar.
Alternatively, if you intend to report on candidates for a single job only, begin by navigating to the specific job (Jobs > Job) then click the Candidates tab.
Use the filters on the left to adjust the list of candidates you wish to include in your report. To learn more about the available filtering options, click here.
Each filter you apply is reflected at the top of the page.
Once you've applied filters to the candidate applications list, click Generate Report at the top of the page. From the dropdown, click either View in App to view your report within Greenhouse Recruiting, or Email as XLS to receive an emailed spreadsheet of the data.
If you choose Email as XLS, the subsequent box prompts you to confirm the request by clicking Email Export.
If you choose View in App, you'll be redirected to the Candidate Report page to view the list of candidate applications in report format. The filters you applied on the All Candidates page remain visible at the top of the report.
The report includes columns for the following default candidate fields:
|First name||Last name||Title||Company||Phone (home)|
|Phone (work)||Phone (mobile)||Phone (Skype)||Phone (other)||Email (home)|
|Email (work)||Email (other)||Social Media||Website (personal)||Website (company)|
|Website (blog)||Website (portfolio)||Website (other)||Address (home)||Address (work)|
|Address (other)||Headline||Applied for||Office location(s)||Department|
|Sourcing strategy||Source||Credited to||Requisition ID||Opening ID|
|Stage||Status||Rejection date||Rejection reason||Rejection note|
|Application date||Last activity||Last Stage change||Next scheduled interview||Last scheduled interview|
|Offer date||Start date||Recruiter||Coordinator||Tags|
|Prospect pool||Prospect stage||Prospect owner||Linked Greenhouse user|
Custom candidate fields and rejection questions
Custom candidate fields and rejection questions are not included in the in-app version of the essential candidate report. Instead, to report on custom candidate fields or rejection questions, generate an essential candidate report and then select Email as XLS.
The emailed report will include columns for your custom candidate fields and custom rejection questions.