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Visual Insights: Exports

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Jess Berg
Available for Roles Super Admin
Admin and Team Member if granted permission
Permissions • View Visual Insights reports

Visual Insight bulk exports include detailed information on various aspects, such as candidate opportunities, requisitions, job postings, and feedback, making them ideal for raw data backups and maintaining records outside of Lever.

In this article

Access Data Exports

Navigate to Visual Insights.

Click the chevron (>) on the left side of the page, and click Exports.

From the left-hand panel, select the export type you wish to export. 

Exports page in Visual Insights with navigation menu expanded and Exports option highlighted on hover

 

 Note that by default, only users with Super Admin access can download exports from a LeverTRM environment. Other users can be granted the ability to download all or specific exports if their permissions are configured as such by a Super Admin. To learn how to configure a user's permissions so they can access data exports, refer to our help article on adding and managing users.

To run a data export:

  • You can filter your data before it is exported. Each export type will have a unique set of filters to apply. Please see data export descriptions below for a list of filters available for each export type.
  • After applying filters, click the reload icon (⟳) to the upper-right of the filter bar.

There are two ways to initiate an export:

  • Limited download: Click the three-dot ellipsis in the top-right corner of an entire dashboard, then select Download to export as a CSV or PDF. This method does not support exporting all data or additional formats.

  • Preferred method: Click the three-dot ellipsis ⠇in the upper-right corner of the individual dashboard tile and then Download Data. This method offers a broader range of file format options and allows you to download all the data, eliminating the 50-result limit on the dashboard below. 

By using the preferred method, you have access to the following tile actions:

  • Explore from here allows you to open the table in Looker, where you can copy from and customize it based on the provided data. To learn more about Looker and Data Explorer, please refer to our help article on building custom charts in Data Explorer.
  • Download data allows you to download data in TXT, Excel, CSV, PNG, JSON, HTML, and Markdown formats. For more information on data export formats, please refer to our help article on downloading data from Visual Insights.
  • Autosize all columns and Reset column widths allow you to format the individual dashboard tile view within Lever. 

When selecting Download data using the preferred method, note that tables will list a maximum of 50 records by default. If the export comprises data from more than 50 records and you wish to download data from all records, follow these instructions:

Click ▸ Advanced data options beneath the export format menu.

NOTE: This option will not appear if you have selected the PNG export format for the download.

Select All results under the Number of rows to include header. 

Click Download.

A pop-up will appear in the lower-left corner of the screen to indicate the export is being generated. The export file will download automatically when generation is complete. Do not navigate away from this page while the export is being generated, or the file will not download. 

Data Export Descriptions

Nine types of data exports can be downloaded via Visual Insights. Below is a description of each export type, the filters that can be applied, and the contents of the download.

Opportunities Data Export

This export contains opportunity information for every candidate in your organization's LeverTRM environment. This export file contains general opportunity information, including contact details and work history for the associated candidate, as well as more information related to opportunity progress, such as stage milestones and event timestamps. Note that the same candidate will appear in multiple rows of the exported spreadsheets, corresponding to the number of opportunities they are associated with. This export also includes data for general opportunities (i.e., opportunities unrelated to a specific posting).

Here are the filters available for opportunities exports: 

  • Opportunity created (UTC)
  • Department
  • Team
  • Origin
  • Source
File Fields (i.e. column headers)
Opportunities Opportunity ID, Contact ID, Contact Name, Emails, Phones, Organization Summary, Schools, Location, Links, Files, Opportunity Owner Name, Opportunity Owner Email, Origin, Sources, Application Sources, Tags, Is Referred, Referrer Name, Referrer Email, Is Social Referral, Is Employee Referral, Created At (UTC), Applied At (UTC), Posting ID, Posting Title, Posting Owner Name, Posting Owner Email, Posting Hiring Manager Name, Posting Hiring Manager Email, Posting Location, Posting Department, Posting Team, Posting Work Type, Requisition For Hire ID, Requisition For Hire Code, Is Opportunity Archived, Archive Reason, Archived At (UTC), Current Stage ID, Current Stage Name, Stage Entered At (UTC), Hired At (UTC), Last Advanced (UTC), Offered Start Date (UTC), Is Manual Referral, Snoozed Until (UTC), Stage Name, Entered Stage Event At (UTC)

Compliance (EEO/OFCCP) Data Export

This export contains results from your Equal Employment Opportunity (EEO) survey. This export can be generated in anonymized and non-anonymized versions. The anonymized file does not contain any personally identifiable information. To learn how to enable and configure the EEO survey in your LeverTRM environment, refer to our EEO survey help article.

Here are the filters available for anonymized EEO exports: 

  • Opportunity created (UTC)
File Fields (i.e. column headers)
Anonymized EEO  Applied At (UTC), Application Title, Current Stage, Application Archive Reason, Application Archived At (UTC), Application Archived By, Gender, Race, Veteran Status, Disability

Here are the filters available for non-anonymized EEO exports: 

  • Opportunity created (UTC)
  • Department
  • Team
  • Origin
File Fields (i.e. column headers)
Non-anonymized EEO Opportunity ID, Contact Name, Contact Email, Opportunity Owner Email, Hiring Manager Email, Contact ID, Posting ID, Posting Title, Requisition ID, Requisition Code, Applied At (UTC), Team, Department, Location, Origin, Source, Application Archive Reason, Application Archived At (UTC), Application Archived By, Current Stage, Hired Date (UTC), EEO Survey Responded At (UTC), Gender, Race, Veteran Status, Disability, Disability Signature, Disability Signature Date, EEO Response Source

 

 

 Users that have been granted permission to access the Compliance data export are only able to generate the anonymized version of the export. The non-anonymized version of the export can only be generated by users with Super Admin access.

Feedback Data Exports

There are two distinct Feedback data exports.

This export contains information for feedback forms associated with interviews scheduled in Lever. The export file includes general information about the feedback form, the candidate, and the interviewer, as well as the scores and responses submitted by the interviewer. Each row in the exported files corresponds to a single feedback form. Data from feedback forms that have been manually added to a candidate's profile (i.e., feedback forms not associated with an interview scheduled through Lever) is excluded from the export. To learn how feedback forms are built and used, refer to our feedback forms help article.

Here are the filters available for feedback exports: 

  • Opportunity created (UTC)
  • Form name
  • Posting
  • Opportunity owner
File Fields (i.e. column headers)
Feedback Form ID, Form Name, Opportunity ID, Contact Name, Created at (UTC), Opportunity Owner Name, Posting ID, Template ID, Interview ID, Interviewer Name, Interview Scheduled Date, Interviewer Email, All Panel Feedback Submitted At (UTC), Interview Timezone, Interview Stage, Contact ID, Feedback Question, Feedback Answer

This export contains information for forms completed in Lever. The export file includes general information about the form, the candidate, and the user who completed it, as well as the responses submitted by that user. Each row in the exported files corresponds to a single form. To learn about forms, refer to our forms help article.

Here are the filters available for form exports: 

  • Opportunity created (UTC)
  • Form name
  • Form type
  • Posting title
  • Opportunity owner
File Fields (i.e. column headers)
Forms Form ID, Form Name, Form Type, Template ID, Opportunity ID, Contact Name, Created By Name, Created By Email, Created at (UTC), Opportunity Owner Name, Posting ID, Contact ID, Form Question, Form Answer

Interviews Data Exports

There are two distinct Interview data exports.

This export contains information on interviewer feedback. The export file includes general information about the interview panel and the candidate, as well as the input and scores submitted by the interviewer.

Here are the filters available for interview calibration exports: 

  • Interview created (UTC)
  • Form name
  • Interviewer name
File Fields (i.e. column headers)
Interview calibration Opportunity ID, Interview Panel ID, Candidate Name, Candidate Origin, Feedback Form, Interview Date, Interview Timezone, Overall Score, Time to Complete (ms), Interviewer, Candidate Owner Name, Posting Title, Contact ID, Form ID, Feedback Question, Feedback Answer

This export contains information on interview panels, including details on the interviewer, the candidate, and the number of feedback forms completed. 

Here are the filters available for interview data exports: 

  • Interview created (UTC)
  • Form name
  • Department
  • Team
  • Origin
File Fields (i.e. column headers)
Interview data Profile ID, Interview Panel ID, Candidate Name, Candidate Email, Candidate Origin, Feedback Form, Interview Date, Interview Timezone, Interview Stage, Overall Score, Forms Completed, Forms Expected, Interviewer Names, Interviewer Emails, Owner Name, Owner Email, Scheduler, Posting ID, Posting Title, Posting Team, Posting Location, Posting Level, Posting Commitment, Posting Tags, Posting Owner Name, Posting Owner Email, Posting Hiring Manager Name, Posting Hiring Manager Name, Posting Department, Contact ID

Job Postings Data Export

This export contains information on every job posting created in your organization's LeverTRM environment, including job IDs, detailed job descriptions, associated requisitions, distribution channels, and visibility settings. 

Here are the filters available for job posting exports: 

  • Posting created (UTC) - NOTE: Postings are displayed based on their original creation date, regardless of whether they were initially saved as drafts. For example, if a posting was created as a draft in 2022 and later updated and published in 2024, it will not appear in a Job Postings data export filtered for 2024, since the creation date falls outside the selected timeframe.
  • Department
  • Team
  • Posting status
  • Posting location
File Fields (i.e. column headers)
Job postings Posting ID, Posting Title, Date Created (UTC), Status, Posting Team, Posting Commitment, Posting Location, Posting Level (Legacy), Posting Tags, Posting Owner, Posting Owner Email, Posting Hiring Manager, Posting Hiring Manager Email, Followers, Follower Emails, Description, Additional, Visibility, Posting Department, List Title, List Content, Requisition Codes, Requisition IDs, State, Distribution, Date Last Published (UTC), Last Updated (UTC), Date Last Closed (UTC), Application Count

Offers Data Export

This export contains information for offers generated from your organization's LeverTRM environment. The export file contains general offer information such as opportunity details, offer status, and the number of revisions, as well as information for any custom fields on the offer form. To learn more about custom fields, refer to our offer form customization help article. This information can be highly sensitive, so please handle and share data from this spreadsheet with care.

Here are the filters available for offer exports: 

  • Offer created (UTC)
  • Department
  • Team
  • Origin
File Fields (i.e. column headers)
Offers Offer ID, Opportunity ID, Contact Name, Opportunity Owner Name, Opportunity Owner Email, Status, Revisions, Start Date (UTC), Job Title, Salary Value, Salary Currency, Salary Period, Equity Value, Equity Type, Created At (UTC), Posting ID, Posting Commitment, Posting Department, Posting Level, Posting Location, Posting Team, Requisition ID, Requisition Name, Approval Status, First Company Signature Email, Second Company Signature Email, Third Company Signature Email, Contact ID, Last Sent At (UTC), Last Approved At (UTC), Last Candidate Signed At (UTC), First Company Signature Signed At (UTC), Second Company Signature Signed At (UTC), Third Company Signature Signed At (UTC), Custom Field Name, Custom Field Content

Referrals Data Export

This export contains information on every referred candidate in your organization's LeverTRM environment. The export file contains general information related to the referred candidate, including opportunity and referrer details, as well as responses to questions on the referral form. Note that the same candidate will appear in multiple rows of the exported spreadsheets, corresponding to the number of times they have been referred or applied via a social referral link.

Here are the filters available for referrals exports: 

  • Opportunity created (UTC)
  • Department
  • Team
  • Referrer name
File Fields (i.e. column headers)
Referrals Opportunity ID, Contact Id, Contact Name, Emails, Phones, Organization summary, Schools, Location, Links, Files, Opportunity Owner Name, Opportunity Owner Email, Origin, Sources, Tags, Is referred, Referrer Names, Referrer Emails, Is Social Referral, Is Employee Referral, Created At (UTC), Applied At (UTC), Posting ID, Posting Title, Posting Owner Name, Posting Owner Email, Posting Hiring Manager Name, Posting Hiring Manager Email, Posting Location, Posting Department, Posting Team, Posting Work Type, Requisition For Hire ID, Requisition For Hire Code, Is Opportunity Archived, Archive reason, Archived At (UTC), Current Stage Name, Hired At (UTC), Last Advanced At (UTC), Offered Start Date (UTC), Is Manual Referral, Snooze completed (UTC), Referral Form Question, Referral Form Answer

Requisitions Data Export

This export contains information on every requisition in your organization's LeverTRM environment. The export file contains general requisition information, such as requisition codes and headcount, as well as information for any custom requisition fields.

Here are the filters available for requisitions exports: 

  • Requisition created (UTC)
  • Department
  • Team
  • Requisition location
File Fields (i.e. column headers)
Requisitions Requisition ID, Requisition Name, Requisition Code, Total Headcount, Hired Headcount, Active Offers, Is Headcount Infinite, Is Backfill, Status, Department, Team, Location, Requisition Hiring Manager Name, Requisition Hiring Manager Email, Requisition Owner Name, Requisition Owner Email, Creator Name, Creator Email, Compensation Band Minimum, Compensation Band Maximum, Compensation Band Interval, Compensation Currency, Approval Status, Created At (UTC), Internal Notes, Linked Posting IDs, Linked Offer IDs, Approver ID, Approver Email, Approver Status, Approver Step, Approver Updated At, Approved at (UTC), Date Last Updated (UTC), Last Closed (UTC), Custom Field Label, Custom Field Content

Surveys Exports

There are two distinct Survey exports.

This export contains information related to your Candidate Experience Survey. The export file contains general opportunity and posting information for candidates who completed the survey, as well as candidate responses to survey questions. To learn how to enable and configure the Candidate Experience Survey in your LeverTRM environment, refer to our Candidate Experience Survey help article.

Here are the filters available for candidate experience exports: 

  • Survey responded (UTC)
  • Department
  • Team
  • Posting location
  • Origin
  • Source
File Fields (i.e. column headers)
Candidate experience survey Posting ID, Anonymized Contact ID, Opportunity Created At (UTC), Responded At (UTC), Team, Department, Work Type, Location, Origin, Sources, Current Stage Name, Archive reason, Archived at (UTC), Archived By, Survey ID, Survey Question, Survey Response Answer

This export contains information related to your Diversity Survey. The export file contains general opportunity and posting information for candidates who completed the survey, as well as information about opportunity progress, including stage milestones and event timestamps. Additionally, it includes candidate responses to survey questions. To learn how to enable and configure the Diversity Survey in our LeverTRM environment, refer to our Diversity Survey help article.

Here are the filters available for diversity data exports: 

  • Survey responded (UTC)
  • Department
  • Team
  • Posting location
  • Origin
  • Source
File Fields (i.e. column headers)
Diversity survey Posting ID, Anonymized Contact ID, Opportunity Created At (UTC), Responded At (UTC), Team, Department, Work Type, Location, Origin, Sources, Current Stage Name, Archive reason, Archived at (UTC), Archived By, Survey ID, Posting Title, Posting Owner, Posting Hiring Manager, Candidate Selected Location, Survey Question, Survey Response Answer

 

 Note that responses to the survey are counted differently in the candidate experience data export than on the Candidate Experience Survey dashboard in Visual Insights. The data export counts all responses received within the timeframe, whereas the dashboard counts responses for all surveys sent within the filtered date range. To learn more, refer to the Candidate Experience Survey dashboard help article.
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