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Essential Candidate Reports

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Essential Candidate reports allow you to view profile and application details for multiple candidates simultaneously. 

In this article, we will cover how to: 

 

Create Essential Candidate Report

To start, click All Candidates from your navigation bar. Alternatively, if you intend to report on candidates for a single job only, begin by navigating to the job (All Jobs > Job), then click the Candidates tab. 

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Use the filters in the left-hand panel to adjust the list of candidates you wish to include in your report. To learn more about the available filtering options, please click here

Note: By default, the All Candidates page displays all active candidate applications for open jobs. If you wish to report on rejected candidate applications and/or candidate applications on closed jobs, use the filters on the left to add those filters to your report.

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Each filter you apply will be reflected at the top of the page. 

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Note: The Candidate Report has a limit of 1,000 candidate applications per report. If the All Candidates page displays more than 1,000 candidate applications, be sure to filter the list down before attempting to run the report, or export the data instead.

Once you have filtered the candidate applications list as needed, click the Generate Report dropdown at the top of the page. From the dropdown, either click View in App to view your report within Greenhouse Recruiting, or click Email as XLS to be emailed a spreadsheet of the report data. 

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If you choose Email as XLS, the subsequent dialog box will prompt you to confirm the request by clicking Email Export.

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If you choose View in App, you will be redirected to the Candidate Report page, where your filtered list of candidate applications will be available in report format. The filters you applied on the All Candidates page will remain visible at the top of the report. 

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Note: Each line in this report reflects a single candidate application. If one candidate has submitted multiple applications, you might see their name more than once in your report. 

The report will include columns for each of your organization's custom candidate fields, as well as 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  

Organizations with an Advanced or Expert subscription tier can save the report to access it again quickly in the future, or schedule the report to be sent to specified users at a regular cadence. 

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Edit Essential Candidate Report

To edit the filters after generating an Essential Candidate report, click All Candidates at the top-left of the report. 

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You will be redirected to the All Candidates page with your previously selected filters still applied. Use the dropdowns on the left-hand panel to add more filters, or click the X next to an applied filter at the top of the page to remove it. 

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When you are finished adjusting the filters, click the Generate Report dropdown and select View in App to see your updated Essential Candidate report. 

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