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How to Export Applicants
How to Export Applicants

This article outlines the process of exporting applicants

Updated over a month ago

First, please click on Engage > View Applicants

Filter the data as you wish. For instance, if you only wanted to see incomplete applications, you could set only "In Progress = True" + "% Completed = Partial Completion"

From here you will see many possible fields to export. If you are familiar with our export engine this should look familiar to you.

These fields are auto populated based off of the filters applied in the previous step.

Here I have application number, application status set to match pending, customer no, first name, last name, and email.

Once you have ensured you have selected the data you wish to have included, click generate report > (Optional) enter a name to save the report for future use > Download Report

Now you should have your report ready to use!

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