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View Screening Report in Hiring Overview

Summary

The Screening Report offers a summarised view of all candidate screenings across jobs. It includes key scheduling details, statuses, and candidate information. Filter the report to view specific data and export it to Excel as needed.


In this article

  • Before you begin
  • Step 1:   Access the Screening 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

Step 1. Access the Screening Report

  1. Go to Hire > Overview
  2. Scroll to the Screening Report section
  3. Select at least one filter to view data
    • Example: Status or Scheduled By
  4. The report will display all relevant screenings

Step 2. Filter and search report data

Available filters include:
  • Status: Scheduled, Completed
  • Scheduled By: Filter by the person who scheduled the screening
  • Search Bar: Search candidates or jobs by name

Step 3. Export data to Excel

  1. Once the report loads, click Export
  2. The filtered data will be downloaded in spreadsheet form

Frequently Asked Questions (FAQ)

1. What details are included in the Screening Report?

Candidate name, email, phone, gender, total experience, job title, screening status, scheduled/rescheduled date, and who scheduled it.

2. Can I filter by who scheduled the screening?

Yes. Use the Scheduled By filter to narrow the report to a specific scheduler.

3. Do I need to apply a filter before viewing the report?

Yes. At least one filter must be applied to generate data.

4. Can I search for a candidate directly?

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

5. Is it possible to export only completed screenings?

Yes. Apply the Status: Completed filter and export the displayed data.