Visual Insights: Exports

Zach Brown

March 03, 2023 15:22

Available for	User roles	Super Admin; Admin & Team Member if granted permission
Available for	Packages	All packages

Users that require raw data for use outside of Lever can download the information they need from the Exports section in Visual Insights. Readers of this article will learn about:

Accessing data exports
Data export descriptions

Accessing data exports

To access data exports, click the chevron (>) on the left side of the page, click Exports, and select the export you wish to download from the menu.

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. Admins and Team Members 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 initiate an export, fill out any required fields on the export page and click the Generate Export button. Pop-ups will appear in the lower-left corner of the screen to indicate that generation of the export is in progress. When generation is complete, click the Download file button on the pop-up.

Close up of toast notifications confirming completion of export

Data export descriptions

There are nine types of data exports that that can downloaded via Visual Insights. Below is a description of each export type 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 consists of two files. The first file contains general opportunity information such as contact information and work history for the associated candidate. The second file contains 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 in accord with the number of opportunities they are associated with. This export also includes data for general opportunities (i.e. opportunities not associated with a posting).

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 At (UTC), Offered Start Date (UTC), Is Manual Referral, Snoozed Until (UTC)
Opportunities progress	Opportunity ID, Progress Event ID, Contact ID, Contact Name, Actor ID, Actor Name, Stage ID, Stage Name, Is Stage Active, Stage Milestone, Event At (UTC), Previous Stage ID, Previous Stage Name, Previous Event At (UTC), Next Event At (UTC), Archive Reason ID, Archive Reason Name, Requisition ID, Requisition Name, Posting ID, Posting Title, Is Confidential, Department Name, Team Name, Level Name, Location Name, Work Type Name, Agency ID, Agency Name, Updated At (UTC)

Compliance (EEO/OFCCP) data export

This export contains results from your Equal Employment Opportunity (EEO) survey. The export can be configured to only export results from a specific timeframe. This export can 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.

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
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, 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:

Feedback forms data export: This export contains information for feedback forms associated with interviews scheduled in Lever. The export can be configured to only export information for specific feedback forms, as well as feedback forms completed within a specific timeframe or in association with a specific posting. The export consists of two files. The first file contains general information about the feedback form, the candidate, and the interviewer. The second file contains the scores and responses submitted by the interviewer. Each row in the exported files corresponds to a single feedback form. To learn how feedback forms are built and used, refer to our feedback forms help article.

File	Fields (i.e. column headers)
Feedback	Form ID, Form Name, Opportunity ID, Contact Name, Created at (UTC), Opportunity Owner Name, Number of postings, Posting ID, Template Id, Interview ID, Interviewer Name, Interviewer Email, Interview Scheduled Date, All Panel Feedback Submitted At (UTC), Interview Timezone, Interview Stage, Contact ID
Feedback responses	Form ID, Question, Answer, Index, Opportunity ID, Created at (UTC), Posting ID, Form Template ID, Comment

Data from feedback forms that have been added manually to a candidate's profile (i.e. feedback forms that are not associated with an interview scheduled through Lever) is excluded from the export.

Forms data export: This export contains information for forms completed in Lever. The export can be configured to only export information for specific forms, as well as forms completed within a specific timeframe or in association with a specific posting. The export consists of two files. The first file contains general information about the form, the candidate, and the user that completed the form. The second file contains responses submitted by the user that completed the form. Each row in the exported files corresponds to a single form. To learn about forms, refer to our forms help article.

File	Fields (i.e. column headers)
Forms	Form ID, Form Name, Template Id, Opportunity ID, Contact Name, Created By Name, Created By Email, Created at (UTC), Opportunity Owner Name, Number of postings, Posting ID, Contact ID
Form responses	Form ID, Question, Answer, Index, Opportunity ID, Created at (UTC), Posting ID, Form Template ID

Interviews data exports

There are two distinct Interview data exports:

Interviews data export: This export contains information on interview panels, including details on the interviewer, the candidate, and the number of feedback forms completed. The export can be configured to only export information for interview panels that occurred within a specific time frame.

File

Fields (i.e. column headers)

Interviews

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 Email, Posting Department, Contact ID

Interview calibration data export: This export contains information on interviewer feedback. The export can be configured to only export feedback information completed in association with interview panels that occurred within a specific time frame. The export consists of two files. The first file contains general information about the interview panel, the candidate, and the feedback that the interviewer submitted. The second file contains the scores and responses submitted by the interviewer.

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

Job postings data export

This export contains information on every job posting ever created in your organization's LeverTRM environment, including IDs, distribution channels, and visibility. The export can be configured to only export information for postings of a specific status.

File

Fields (i.e. column headers)

Job postings

Posting ID, Posting Title, Applications, 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, ListTitle, ListContent, Requisition Codes, Requisition IDs, State, Distribution, Last Updated (UTC), Date Last Published (UTC), Date Last Closed (UTC)

Offers data export

This export contains information for offers generated from your organization's LeverTRM environment. The export can be configured to only export information for offers from a specific time frame. The export consists of two files. The first file contains general offer information such as opportunity details, offer status, and the number of revisions. The second file contains information for any custom fields on the offer form. To learn more about custom fields, refer to our offer form customization help article.

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, Sent At (UTC), Approved At (UTC), Candidate Signed At (UTC), First Company Signature Signed At (UTC), Second Company Signature Signed At (UTC), Third Company Signature Signed St (UTC)
Custom offer fields	Offer ID, Field Name, Field Value, Identifier, Revision, Index, Actor ID, Actor name

Referrals data export

This export contains information on every referred candidate in your organization's LeverTRM environment. The export can be configured to only export information for candidates referred within a specific time frame. The export consists of two files. The first file contains general information related to the referred candidate such opportunity and referrer details. The second file contains referrer responses to questions on the referral form. Note that the same candidate will appear in multiple rows of the exported spreadsheets in accord with the number of times they have been referred or applied via a social referral link.

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, 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 At (UTC), Offered Start Date (UTC), Is Manual Referral, Snoozed Until (UTC)
Referral responses	Opportunity ID, Contact Name, Form Name, Is Employee Referral, Question, Answer, Is Manual Referral

Requisitions data export

This export contains information on every requisition in your organization's LeverTRM environment. The export consists of two files. The first file contains general requisition information such as requisition codes and headcount. The second file contains information for any custom requisition fields.

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, Employment Status, 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), Date Last Closed (UTC)
Custom requisition fields	Requisition ID, Requisition Name, Requisition Code, Field Type, Field Identifier, Field Label, Field Values, Created At (UTC)

Surveys exports

There are two distinct Survey exports:

Diversity data export: This export contains information related to your Diversity survey. The export can be configured to only export results from a specific timeframe. This export consists of three files. The first file contains general opportunity and postings information for candidates that completed the survey. The second file contains information related opportunity progress such as stage milestones and event timestamps for candidates that completed the survey. The third file contains candidate responses to the questions on the diversity survey. To learn how to enable and configure the Diversity survey in our LeverTRM environment, refer to our Diversity survey help article.

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 ID, Current Stage Name, Archive reason, Archived at (UTC), Archived By, Survey ID, Posting Title, Posting Owner, Posting Hiring Manager, Candidate Selected Location
Diversity survey progress	Anonymized Contact ID, Responded At (UTC), Stage Name, Is Stage Active, Stage Milestone, Stage Pipeline, Event at (UTC), Previous Stage Name, Previous Event At (UTC)
Diversity survey questions	Anonymized Contact ID, Responded At (UTC), Question ID, Question Type, Question Text, Question Response

Candidate experience data export: This export contains information related to your Candidate experience survey. The export can be configured to only export results from a specific timeframe. This export consists of two files. The first file contains general opportunity and postings information for candidates that completed the survey. The second file contains candidate responses to the questions on the candidate experience survey. To learn how to enable and configure the Candidate experience survey in your LeverTRM environment, refer our Candidate experience survey help article.

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 ID, Current Stage Name, Archive reason, Archived at (UTC), Archived By, Survey ID
Candidate experience questions	Anonymized Contact ID, Responded At (UTC), Question ID, Question Type, Question Text, Question Response

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.