Skip to content
Log in
  • There are no suggestions because the search field is empty.

View Offer/Contract Report in Hiring Overview

Summary

 The Offer/Contract Report shows detailed data on all offer and contract documents sent to candidates. It tracks status, type (manual or eSign), and supports filtering and exporting for analysis.
 

 


In this article

  • Before you begin
  • Step 1: Access the Offer/Contract Report
  • Step 2:  Filter and search report data
  •  Step 3: Export data to Excel
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have the View Overview permission or be a Super Admin
  • At least one filter must be applied to generate the report
  • At least one filter must be applied to view the report

Step 1. Access the Offer/Contract Report

  1. Click the 9-dot menu in the top left corner of your Plumm dashboard
  2. Navigate to Hire > Overview
  3. Scroll to the Offer/Contract Report section
  4. Apply at least one filter to load report data
  5. Example filters: Status (Sent, Signed, Cancelled) or Type (Manual, eSign)

Step 2. Filter and search report data

You can filter the report using:
  • Status: Sent, Signed, Cancelled
  • Type: Manual, eSign
  • Search bar: Search for jobs or candidates by name

Step 3.Export data to Excel

  1. Once the data loads, click Export
  2. The filtered data will download automatically as an Excel sheet

Frequently Asked Questions (FAQ)

1. What does the Offer/Contract Report include?

 Details like job title, candidate name, email, contract type (manual or eSign), status, sent date, sent by, and for eSign offers, signature status and date signed.

2. What is the difference between manual and eSign offers/contracts?

 Manual offers are only marked as Sent or Cancelled and don’t track signature. Whereas, eSign offers show whether they’ve been signed along with the date of signing.

3. Can I filter by the status of offers/contracts?

Yes. You can filter by Sent, Signed, or Cancelled.


4. Can I track the signature status of eSign offers/contracts?

Yes. The report shows if a candidate has signed and the exact date.
 
 

5. Do I need to apply a filter to view the report?

Yes. At least one filter is required to generate any data.
 


6. Can I search for a specific candidate or job in the report?

Yes. Use the search bar to find candidates or jobs by name.
 
 

7. Can I export the Offer/Contract Report to Excel?

Yes. Click Export after applying filters to download the report in Excel format.