Reports - How to Export Applicant Lists

The Reports feature will generate a spreadsheet of all applicants including archived and inactive or other filters as needed.

Create a Report

Step 1: Select Reports

Step 2: Select Filters

Note: The filters available will be limited by your bundle type. For example, only Bundle 4 has Departments.

Step 3: Select Report Status. The default is All but if you only need a list of applicants with completed reports, change the Report Status filter to 'Complete'.

Step 4: Choose your Status and Alert filters.

Step 5: Choose the date range for your applicants. If left blank, it will include all applicants. Or you can choose to only export applicants created for the current year etc. 

Step 6: Check the boxes for any additional data you want included on your export.

Download!

Filters Explained

If you leave the fields on "All" or blank, the report will pull everything in your account.

• Opportunities - Only available with the Bundle 4 subscription. You can export reports from a specific Position. You cannot select more than one Position.
• Departments - Only available with the Bundle 4 subscription. You can export reports from a specific Department. You cannot select more than one Department.
• Billing Reference - Available for all accounts. 
• Stages - Only available with the Bundle 3 and 4 subscriptions. You can export reports from a specific Stage. You cannot select more than one Stage.
• Status - Available for all accounts. Export applicants that are marked as Active or Inactive inside your account.
• Alert - Export applicants that have an Alert or do not have an Alert on their background check.
• Applicant Creation Date Range - You can set a Date Range of the background checks you need.
  • Note: This is not Background Check complete Date Range. If you are a Bundle 2 subscription or higher, this is the date of the creation of the applicant inside your Pipeline. 
• Export Stock Questions? - Only available with the Bundle 3 and 4 subscriptions. Check this checkbox to export the PMM Stock Questions and any answers from the applicants.
  • Note: This is not the Custom Stock Questions that Bundle 4 subscriptions can make. 
• Export Custom Questions? - Only available with the Bundle 3 and 4 subscriptions. Check this checkbox to export your Custom Questions and the applicants' answers.
• Export Previous Addresses? - Available for Bundle 2 and higher. Check this checkbox to get Previous Addresses that applicants enter in on the Online Consent.