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Report PDF export

Save the report you’re currently viewing as a branded PDF — same charts, same date range, ready to attach to an email or print for a meeting.

Where to find it
Top-right of any Reports tab → Export PDF button
Who can use it
Anyone with access to reports

What the export contains

One PDF, multi-page, containing every chart and KPI currently visible on the active Reports tab. The export includes:

  • The tab title and the active date range (e.g. “Last 30 days” or “2026-05-01 to 2026-05-31”) at the top of every page.
  • Every KPI card, with the same numbers shown on screen.
  • Every chart, re-rendered at print resolution.
  • Every table (including the eight CSV-exportable tables on the Clients report).
  • Your organization’s branding (logo, colors) in the header — matched to the brand settings your admin configured.

How to export

  1. Open the report you want

    Navigate to Reports and click the tab whose view you want to save (Candidates / Jobs / Job Applications / Clients / Job Templates / Career Page / Sponsorship).

  2. Set the date range

    Top right of the page. Pick Last 365 days, Last 30 days, Last 7 days, or type a custom range. Charts redraw as you change it.

  3. For Job Templates, pick a template

    The Template selector dropdown drives the entire report. Make sure the right template is selected before exporting.

  4. Click Export PDF

    The button is in the top-right toolbar (next to the date filter). The browser begins downloading; the file lands in your default downloads folder.

  5. Open the PDF

    The file is named with the report tab and date range (e.g. Candidates-Last30Days-2026-05-31.pdf). Each chart is on its own page or grouped logically with related KPIs.

Common uses

  • Weekly meeting deck. Export last-7-days at 9 AM Monday, drop into your weekly review.
  • Client review. For a client account: switch to the Clients tab, set date range to the contract term, export — share with the client without giving them ATS access.
  • Quarterly snapshot. Export the Jobs tab with a custom 90-day range at quarter-end. Archive PDFs to track historical performance independently of live data.
  • Audit trail. Some compliance frameworks require periodic point-in-time snapshots of recruiting metrics. PDFs serve as immutable evidence.