Looking for a deep-dive into exporting candidate information and materials? You're in the right place!

All options for exporting candidate data are located within the "Export Options" dropdown menu on your candidate's tab. It is worth noting that the appearance of these options will differ slightly depending on whether or not you have our ATS package.

This article will cover instructions for both ATS and non-ATS customers. Among the array of exports available, we'll focus primarily on two options: the "Export Selected Candidates .csv" and the "Export Bulk PDF" options.

In order to narrow down your list of candidates so that you can pull exports from a selected group, you'll first need to utilize the filters on your candidate's tab. Note that you can also search for and select these candidates individually. Your filters are located in the top righthand corner of your candidate's page:

Selecting this button will open up a modal where you can add a filter by selecting the

"+ Add Filter" button:

This will allow you to add in filters to narrow down the candidates that appear. There are multiple options that you can select to filter your candidates by, such as candidate jobs, candidate last activity date, job status, candidate events, and much more.

For example, in order to pull a list of candidates that registered for an event with you, select "Candidate Events" in the first box, "Equals" in the second box, and the event name in the third:

You can also add multiple filters on top of one another to further narrow down your candidate list. Building on the above example, if you enabled check in for this event, you can add a second filter to show only candidates that attended the event:

After applying this filter, your candidates tab will now only show candidates that fit this description.

You must select at least one of the candidates from your candidates page in order to pull exports. Use individual check boxes to accomplish this or select the check box at the top of the list to select all candidates that are shown. Once selected, the export options dropdown will become active.

This export option will pull your selected candidates into a spreadsheet including their names, email addresses, answers to qualifying questions, and candidate event activity.

Once you have selected one or more candidates, the "Export Options" dropdown will become active. Select this button, and choose "Export Selected Candidates .csv".

This export is located at the bottom of the export options list:

This will automatically download this .csv file onto your device.

This export will pull the selected candidates into a Bulk PDF file, containing their basic information including qualifying questions, their feedback from an event if you choose to include it, and all uploaded documents.

To pull this export, select "Bulk PDF Export" from the export options dropdown:

This will open up a second modal where you will have more ability to customize your export. If you wish to include feedback, you must search for and select the event you want to pull this feedback from:

After searching for this event, you can select whether you want to include feedback by selecting the checkbox next to "Include Feedback". You can also select whether or not you want to include other items such as parts of the candidate profile, and candidate documents. Once you are finished customizing your export, select the "Export" button. This will pull up this note, letting you know that you will receive the export over email:

In order to narrow down your list of candidates so that you can pull exports from a selected group, you'll first need to utilize the filters on your candidate's tab. Note that you can also search for and select these candidates individually. Your filters are located in the top righthand corner of your candidate's page:

Selecting any of these options will allow you to narrow down your search results. For example, if I want to pull a list of candidates that attended my event, I can select "Events" and then search for the event I want to filter by in the righthand modal:

Select the check box next to the event that you'd like to filter by.

You also have the ability to filter even further, for certain events. If you used either the invite only feature or the check-in feature for this event, the event will show a dropdown arrow next to the event name, as shown above. Selecting this dropdown will allow for more options:

Once you have applied your filters, select the "Filter" button at the bottom of the page. After applying this filter, your candidates tab will now only show candidates that fit this description.

You must select at least one of the candidates in order to pull exports from this list. Use the check boxes to accomplish this or select the check box at the top of the list to select all candidates that are shown.

This export option will pull the list of candidates into a spreadsheet including their names, email addresses, answers to qualifying questions, and candidate event activity.

Once you have selected one or more candidates, the "Export Options" dropdown will become active:

Select this button, and choose "Export Selected Candidates .csv". This export is located at the bottom of the export options list:

This will automatically download this .csv file onto your device.

This export will pull the selected candidates into a Bulk PDF file, containing their basic information including qualifying questions, their feedback from an event if you choose to include it, and all uploaded documents.

To pull this export, select "Bulk PDF Export" from the export options dropdown:

This will open up a second modal where you will have more ability to customize your export. If you wish to include feedback, you must search the event you want to pull this feedback from in the search bar:

After searching for this event, you can select whether you want to include feedback by selecting the checkbox next to "Include Feedback". You can also select whether or not you want to include other items such as parts of the candidate profile, and candidate documents. Once you are finished customizing your export, select the "Export" button. This will pull up this note, letting you know that you will receive the export over email: