From your candidate's tab, there are many different ways you can use filters to achieve different results. From these results, you can pull many different exports. This article will show you how to utilize filters to your advantage. For more information on exporting, check out this article.
If you utilize our ATS, all of your filters will live under the "Filters" button on your candidate's tab:
From here, you can create, apply, and save filters. All filters will follow the same basic format: category, operator, and value.
There are multiple categories that you can filter from including:
Activity: Candidate Last Activity Date. This encompasses both jobs and events. It is a way to track the date of all of their interactions with the firm.
Job information: Position status, process year, hiring lead(s), department(s), office(s), position type(s)
Internal Fields: This list will include any internal fields that exist in the Settings
Qualifying Questions: This list will include any qualifying questions that exist in the Settings
Events: Events (title), event date, event registration date, event interviewers, interview date, event status (registered, attended, no show, etc.)
Application Questions: This list will include any application questions that exist in the Settings
Candidate Jobs: Jobs (title), application date, application source, job status
Agency: Agency contact name, agency name
Documents: This will list all of your document types and you will be able to see if this document exists or not for the candidate(s)
You can use just one, or multiple filters to get specific results. You can select more than one value in the third row if you'd like to see candidates that fall under either value. To see candidates that fall under both values, you would add a second row with the new value. You'll see what this looks like in the following examples.
In general, you'll leave the tab on "All" and not Any. After creating a filter, select the "Save As..." button to save the filter. After doing so, you can access this from the saved tab.
Next, let's discuss how to filter to achieve specific data points. The following will be specific examples that are commonly used. There are far more filters you can use than just those included in this article. If there are other filters you want to use but aren't sure how to, feel free to chat into our help center and we can help you find what you're looking for!
Candidate Events
Let's start with the basics. To see all candidates that are in a certain event, you can add the filter:
Candidate Events; Equals; Event Name
It is important to note that this filter will show you all candidates inside this specific event, but not candidates that only attended this event. Thus, when looking at the results, you may see other events listed in the "Activity" column. This doesn't mean your filter isn't working - it is just showing another event listed first! This goes for all of our filters.
To see all candidates that attended either one event or another event, you will add both of these events in the same row. You will simply select both from the dropdown. The filter will be:
Candidate Events; Equals; Event Name 1, Event Name 2
To see all candidates that attended both events, you will add these in separate rows. The filters will be:
Candidate Events; Equals; Event Name 1
and
Candidate Events; Equals; Event Name 2
Candidate Jobs
The same logic goes for filtering by candidate events as filtering by candidate jobs. To see all candidates in a specific job, you will add the filter:
Candidate Jobs; Equals; Job Name
To see candidates that are in either one job or another job, add them both to the same row:
Candidate Jobs; Equals; Job 1, Job 2
To see candidates that are in both one job and another job, add two separate filters:
Candidate Jobs; Equals; Job 1
and
Candidate Jobs; Equals; Job 2
In a Job and an Event
Now, let's take it up a notch! Let's say you want to see candidates that are in your summer associate job and attended a certain event with you. To do this, you will simply stack filters aka, use more than one filter at a time. The filters would be:
Candidate Jobs; Equals; Job Name
and
Candidate Events; Equals; Event Name
Attended an Outreach Event
To see only candidates that were marked as checked-in for an outreach event, you will use two filters. You can use these in any order. The filters will be:
Candidate Event Status; Equals; Attended
and
Candidate Events; Equals; Event Name
Conversely, on the candidate event status filter, you can also select "No Show" to see candidates that did not attend your event but RSVP'd Yes.
Let's make this even more specific! Let's say you want to see candidates who are in a certain job, and were marked as checked in at an event with you. You could do so by adding the following filters:
Candidate Event Status; Equals; Attended
and
Candidate Events; Equals; Event Name
and
Candidate Jobs; Equals; Job Name
Again, these can be in any order.
Qualifying Questions
You have the ability to filter to see only candidates that provided specific answers to qualifying questions. Based on whether you want to see candidates that answered this across any event, or in a specific event, you will structure your filter differently. The following will be examples of how to structure your filter based on the result you are looking for.
If you are only looking to see candidates that answered, for example, Corporate for the Practice Area Interests qualifying question in any event, you would add the filter:
Practice Area Interests; Equals; Corporate
This will show all candidates that provided this answer to your qualifying question for any event.
Now, if your qualifying question was a multi-select, you have even more ways to filter since candidates had multiple options. If you want to see, for example, a list of candidates that chose either one answer or the other across all events, you can choose both answers in the same row by selecting both from the dropdown list. The filter would be:
Practice Area Interests; Equals; Corporate, Debt Finance
This will show you all candidates across all events that answered either Corporate or Debt Finance to the Practice Area Interest qualifying question.
In contrast, if you want to see a list of candidates that chose both Corporate and Debt Finance in any event, you would create a filter with two separate rows:
Practice Area Interests; Equals; Corporate
and
Practice Area Interests; Equals; Debt Finance
This will show you all candidates across all events that answered both Corporate and Debt Finance to the Practice Area Interest qualifying question.
If you want to narrow either of these filters down by a specific event, simply add another row for the event.
Candidate Events; Equals; Event Name
The following image would show only candidates in a specific event that answered either Corporate or Debt Finance to the Practice Area Interest qualifying question.
