Visual Insights: Exports

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Available for User roles Super Admins and Admins
Packages Select Lever packages

Please Note

Additional features within Visual Insights will be released during the next couple of months. 

Where can I find Exports in Visual Insights Preview?

Navigate to Visual Insights Preview, located in the upper left-hand corner in the Reports tab of Lever. On the left menu, exports are found below the dashboards. Use the caret to expand the menu of exports.

Some exports may include multiple files to download.

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Opportunities data export

Exports opportunity information and pipeline history for every candidate considered in Lever. Each row corresponds to one opportunity. This export contains two files - opportunities and opportunities progress - which include general opportunity information and progress information respectively. (Also includes general opportunities, which are not associated with a specific posting. Candidates will appear in multiple rows if they have multiple opportunities.)

Click the blue-button to generate the opportunities csv export. Multiple export files will be produced. Click here to view the export fields.

Compliance (EEO/OFCCP) data export

Get the results from your EEO/OFCCP survey. Only Super Admins can download this data. If you require an EEO/OFCCP export containing personal identifiable information, please contact support.

Insert a date range or choose a timeframe and generate the EEO csv export by clicking the blue button. Click here to view the export fields.

Interviews data export

Exports interview panels and interview events that occurred in each stage of your active pipeline during the date range specified.

Insert a date range or choose a timeframe and generate the EEO csv export by clicking the blue button. Click here to view the export fields.

Job postings data export

Export job posting history for every job posting created in Lever. The exported file is in CSV format, which can be opened in Excel or Google sheets. Each row contains the job posting name, unique posting ID, status, distribution channels, and other information about the job.

Click the blue-button to generate the job postings csv export. Click here to view the export fields.

Offers data export

Exports offers generated in the Lever app, including information around offer status and revisions, as well as essential details contained in each offer. This export contains two files - offers and offer custom fields - which include general offer information and offer custom field information respectively.

Insert a date range or choose a timeframe and generate the Offers csv export by clicking the blue button. Click here to view the export fields.

Requisitions data export

Export requisition history for every requisition in Lever. The exported file is in CSV format, which can be opened in Excel or Google sheets. This export contains two files - requisitions and requisition custom fields - which include general requisition information and requisition custom field information respectively.

Click the blue-button to generate the requisitions csv export. Click here to view the export fields.

FAQs

Q: Why are there more rows than candidates in the Opportunities report? 
A: Candidates will appear in multiple rows if they have multiple opportunities.

Q: Where are the rest of the Visual Insights exports?
A: There are more exports on their way! We appreciate your patience as we roll out additional exports in Visual Insights.

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