Easily share a snapshot of your Search with collaborators using the Project Summary Report. You have full control over the report's contents, allowing you to include specific details like candidate information, stage insights, and Scorecard criteria.
To generate a Project Summary Report:
Click the kebab menu (⋮) in the top-right corner of the project.
Select "Generate Project Summary Report."
Use the checkboxes to choose the specific information you need.
Click "Generate" in the lower-right corner to finish.
Once generated, the Project Summary Report will be placed in your Exports folder, where you can access it by clicking the download icon located at the far right.
Report Content
If selected, the report provides the number of candidates in each stage:
Interview Scorecard Criteria:
Candidates in each stage:
Candidate details:
Candidate Scorecards:
Prepare for Your Next Call
Looking for a quick way to prepare for an upcoming client call? Use the Pre-Call Agenda feature to organize key discussion points and ensure you're ready for the conversation.
Learn more about the Pre-Call Agenda feature