Access Recruit allows customised searches and exports to be created to quickly locate and extract data.
With the Search & Export feature role enabled on a user account, searches and exports can be run across three categories: candidates, applications, and positions.
Searches define which records are returned, while exports define which data fields are displayed for those records.
Create a search
Searches are used to return records that match specific criteria.
Click Search.
Select the required category.
Click New.
Apply the required parameters in the available fields.
Click Check Count to see how many records will be returned.
Click Search to run the search.
Click Save Search.
Enter a name for the search.
Enable Shared if other users need access, then click Save.
Once saved, searches can be accessed by clicking Search, selecting the relevant category, and clicking the search name.
Create an export
Exports define which fields appear in search results.
Run an existing search.
Click Export Results.
Click New Export Fields.
Enter a name for the export.
Select Save the export to reuse it in the future if required.
Choose the export format from the dropdown.
In the Available for Export tab, select the fields to include.
Review selected fields in the Selected for Export tab.
Click Save and return to search.
Select the export from the Export fields dropdown.
Click Export Results.
Edit an existing export
Export definitions can be updated if changes are required.
Click Search.
Click Export Definitions.
Click Edit next to the required export.
📌 Note: Each search and export can only be used within the category it was created for: candidates, applications, or positions.