Export Clients or Candidates to a Spreadsheet

Export client or candidate records to a spreadsheet to review, analyze, or share information outside of Enginehire. This allows you to download profile data in a structured format for reporting, filtering, or record-keeping purposes.

For demonstration purposes, this article uses clients as an example. Follow the same steps to export candidate records.

Let’s get started

Step 1: Log in to your agent dashboard and click the Search and Filter Tools icon, as shown in the screenshot below.

Step 2: Click the Export Client Data button.

Step 3: Click the box to activate the dropdown list.

Step 4: Select the field you want to include in your exported client data. The system automatically saves these settings.

You can also remove any selected field by hovering over it and clicking the cross icon that appears.

Step 5: Scroll down and then click on the Export button.

The client data will be successfully exported in a csv file.

If this doesn't answer your questions you can always contact us by clicking here

For demonstration purposes, this article uses clients as an example. Follow the same steps to export candidate records.

Let’s get started

Step 1: Log in to your agent dashboard and click the Search and Filter Tools icon, as shown in the screenshot below.

Step 2: Click the Export Client Data button.

Step 3: Click the box to activate the dropdown list.

Step 4: Select the field you want to include in your exported client data. The system automatically saves these settings.

You can also remove any selected field by hovering over it and clicking the cross icon that appears.

Step 5: Scroll down and then click on the Export button.

The client data will be successfully exported in a csv file.

If this doesn't answer your questions you can always contact us by clicking here

Help center

Export Clients or Candidates to a Spreadsheet

Export client or candidate records to a spreadsheet to review, analyze, or share information outside of Enginehire. This allows you to download profile data in a structured format for reporting, filtering, or record-keeping purposes.

Help center

Export Clients or Candidates to a Spreadsheet

Export client or candidate records to a spreadsheet to review, analyze, or share information outside of Enginehire. This allows you to download profile data in a structured format for reporting, filtering, or record-keeping purposes.