How do I pull a report on custom field data?

Once you have created your custom fields, you can run a report to view the information that has been submitted. To do so, follow the steps below.

  1.  From the Company page, go to Reports:
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2. On the Reports screen, at the bottom, click +Add a Custom Report

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3. Name the report, then click +Add a field

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4. From the Report Fields drop-down menu, click Select All or specific custom fields to add to the report.

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5. Click Save and select View Report from the Reports screen. Here you will have the option to Download as an Excel file. 

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