Client jobs and candidates report

What it is

A filterable report of jobs and candidates scoped to one client, reachable both from the Reports menu and from a client's own page — see Reports overview for how this relates to report templates.

Who can use it

All roles can view; admins and members can edit and export.

Where to find it

Reports → Client Report, or from a client's detail page.

Steps

1. Filter by client, job, or a specific saved report.
2. Edit cells in the grid as needed.
3. Download Excel to export.
4. Generate a share link to send externally.
5. Save the current filtered view as a shortcut for quick reopening later.

Good to know

• This is the same underlying data as Client reports on the client page — edits made from either entry point are the same report.

Common questions

• Can I save my filters for next time? Yes — use the shortcuts bookmark icon in the header.
• Who can edit cells in this grid? Admins and members; viewers can view and export but not edit.
• Does the share link require the recipient to log in? No — share links are designed to work for external, unauthenticated viewers such as a client contact.
• Can I filter this report to a single job within a client? Yes, the job filter narrows the grid to one role at a time.

Related articles

• Client reports
• Shortcuts