How to extract the data of all the candidates added to the portal in an excel sheet?

How to extract the data of all the candidates added to the portal in an excel sheet?

Here are the steps on how you can extract the candidate data:
  1. Click on “Alphabet” on the top right
  2. Click on “Export cases”
  3. You can choose/ customize the timeline and click on “Export Cases”
  4. This file will include:
    1. Candidate Name
    2. Emp ID
    3. Primary Phone
    4. Primary Email
    5. Date of HR Submission
    6. Date of Form Submission
    7. Overall Status
    8. Total number of checks & Number of checks completed

Here is the Pictorial representations of the above steps:




    • Related Articles

    • How to add candidates in Bulk?

      You can use our Bulk Candidate addition feature to add multiple candidates at once. Adding candidates in bulk can save valuable time when managing multiple background checks. Follow the simple steps below to upload candidates in bulk on the ...

    • How to view and download reports for candidates on the dashboard?

      Company Admins can now download candidate reports directly from the Candidate List page. This makes it easier to access verification data across candidates based on time period, status, and access permissions. You can download individual reports as ...

    • How do I add users from my end to manage the portal?

      Here are the steps on how you can add users: Click on “Alphabet” on the top right Click on “My teams” Click on “Add Users” You will need to enter the Name, Email ID and phone number of the user. Select “Access” Click on “Save” Please note - We have ...

    • Viewing Insufficiency Comments in the company admin portal

      To improve visibility and reduce follow-ups, Company Admins can now view insufficiency comments directly in the portal when a check is stuck due to missing or incorrect information. What Is an Insufficiency? An insufficiency is raised when a ...

    • How to approve additional charges from the portal?

      Some institutes/companies may request an additional verification fee. In such cases, the charges requested get raised on the portal itself, and you have the freedom to APPROVE/ REJECT the additional charge. Here are the steps on how you can do that: ...