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ATS: Exports and Reporting

Exports you can pull from inside your jobs!

Written by Annie Cox

From inside of any of your jobs, you can pull quite a few exports. The following article details the exports you can pull along with what is included in each of them. Let's get started.

Export Table

Unlike other table exports, this includes the candidate’s email address. You can customize the contents via the Column Management tool. It can be found in the 'Exports' dropdown menu:

Under the Column Management tool, you can choose from the following options:

  • Candidate Info: Name, Law School, Status, Last Status Update (date and time), Source, Agency Name, Date Applied

  • Internal Fields: You can create and customize these within the account Settings page. This information would be entered manually by your team and it would not be visible to the candidate.

  • Qualifying Questions: These questions are asked during networking and interview event registration. You can create and customize these within the account Settings page.

  • Application Questions: These questions are asked within the job application. You can create and customize these within the account Settings page.

  • Offer Date: You can enable the option to manually input this information from within the “Offer” bucket of the job’s pipeline template. Note that you must do this from within the Settings page prior to applying the pipeline template to the job. These fields could include offer date, offer expiration, and offer affirmation.

Status Report

This export provides a .csv file including:

  • Job title, candidate’s first and last name, email address, current job status, date applied, application source, name of agency and name of agency contact (if applicable), title(s) of event(s) the candidate has registered for, answers to application questions, and answers to qualifying questions

  • Note: This does NOT contain a history of the dates in which statuses were changed

It can be found in the 'Exports' dropdown menu:

Job Documents

This export is used to email yourself a .zip file containing the candidate's document (resume, transcript, etc).

Note: If you do not see your desired document in the drop-down, you will first need to add it to the “Candidate Documents” section of your job application. You can do so by clicking “Edit Job” and navigating to the “Application” page.

It can be found in the 'Exports' dropdown menu:

Status Activity Report

This export will generate a .csv file with the candidate’s name, email address, law school, job title, date applied, and each status timestamp.

  • Note: If you do not see this export as an option, it means that none of the candidates’ statuses have been updated yet

It can be found in the 'Exports' dropdown menu:

Status Report Visual

When inside your job, if you scroll down to below the candidate table, you'll see a visual of your status report:

This will give you a visual representation of your data, showing you where your students are in terms of your pipeline.

Document Packet

Document Packets allow you to compile documents for a selected group of candidates into one organized packet and send it directly to members of your firm.

To create a Document Packet:

  1. Select the candidates you would like to include. Up to 300 at one time.

  2. Click Actions.

  3. Under Exports, select Document Packet.

  4. Configure your packet.

    When creating your packet, you can:

    • Add a cover page.

    • Add a table of contents.

    • Select which candidate documents should be included. Document options are scoped to the documents configured for that specific job application.

    • Choose the order in which documents appear.

    • Organize candidates by candidate last name or law school.

    • Send the completed packet directly to members of your firm.

    Important: Document Packets are one-time packets. Unlike Candidate Review, the packet cannot be accessed again through Flo after the email is sent. The emailed link is the way to access the packet. If another packet is needed, admins can generate and send a new one at any time.

  5. Select the firm members who should receive the packet.

  6. Send the packet. This will send a link via email.

Conversion Reports

The second choice in your reporting page is the Conversion Report. For this report, you can see how your candidates are moving through the job pipeline.

You will choose which job you want to focus on:

Then click Submit to generate the report. It includes: The number of candidates, based on each school or source that moved into your various pipeline statuses.

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